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Storia in 2 fonti

Alcoa Wins From An Aluminum Boom Which Has Further To Run

War in the Middle East has removed 9% of aluminum from the world market, driving the price higher with forecast that it will stay high for another one-to-two years

Raccontata daforbes.comoilprice.com

Confronto fonti

2 prospettive sulla stessa storia
AI · summaries
forbes.comStai leggendo1 mesi fa

Alcoa Wins From An Aluminum Boom Which Has Further To Run

UBS upgraded Alcoa to buy (A$110 target) as aluminum hits $3,650/t (+47% YoY), war cutting ~9% of global supply. Citi targets $4,000/t by H2 2026 — near-zero spare capacity and record-low inventories signal 1–2 years of elevated infrastructure CapEx.

originale
oilprice.com1 mesi fa

Aluminum Market Facing ‘Serious and Prolonged Supply Outage’ | OilPrice.com

The war in Iran and the accompanying shipping bottleneck are triggering a historic crisis in the aluminum market, with potentially devastating knock-on effects across sectors that depend on the base metal.

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Timeline cronologica

  1. lunedì 25 maggio 2026·forbes.com

    Alcoa Wins From An Aluminum Boom Which Has Further To Run

    War in the Middle East has removed 9% of aluminum from the world market, driving the price higher with forecast that it will stay high for another one-to-two years

  2. mercoledì 27 maggio 2026·oilprice.com

    Aluminum Market Facing ‘Serious and Prolonged Supply Outage’ | OilPrice.com

    The war in Iran and the accompanying shipping bottleneck are triggering a historic crisis in the aluminum market, with potentially devastating knock-on effects across sectors that…

originale