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Price Station Industry news publications Analyst views Market commentary
Earthquake impact on aluminum output in China so far seems to be limited: CRU   13-May-08
Citigroup upgrades its ’09 alumina price forecast to $642 per mton   13-May-08
Chinese aluminum smelters continue to build and plan new smelting capacity: Macquarie Bank   13-May-08
Approximately 170,000 tpy of aluminum capacity has been closed in China due to earthquake: Traders   13-May-08
Aluminum fundamentals not as weak as sentiment suggests: Deutsche Bank   12-May-08
Rising output costs to support aluminum prices ahead: Natixis Commodity Markets   12-May-08
Citigroup increases its ’09 aluminum price forecast   12-May-08
China is closing loopholes on aluminum exports: Reuters   9-May-08
Supply worries to keep underpinning base metals: Barclays Capital   9-May-08
Base metals entering dollar-led bear trap: BaseMetals   9-May-08
European aluminum premiums remain steady as there is still supply in the market: Participants   8-May-08
Commodity prices will continue to be supported ahead: Barclays Capital   8-May-08
Japanese aluminum consumers expect LME aluminum prices to fall below $2,800 per mton: Asian trader   8-May-08
South Africa will not cut power supply to local mines during winter season: Public Enterprises Minister Alec Erwin   8-May-08
Latest Nalco’s alumina tender suggest that the global aluminum market has tightened: Analysts   8-May-08
Current bull cycle in base metals longer than previous one: Lehman Brothers   7-May-08
Aluminum prices to strengthen ahead given costs pressures and ongoing constraints in power availability: UBS   7-May-08
Short-covering and fund buying triggered the rally in base metal prices today: Analysts   6-May-08
There may be room for aluminum prices to trend higher in coming months: Scrap Magazine   6-May-08
There’s still no real tightness in the aluminum market but output costs keep increasing: Macquarie Bank   6-May-08
Copper prices supported by the ongoing strike in Chila: Man Financial   5-May-08
Copper prices being supported by higher oil prices: Citigroup   5-May-08
The aluminum market is not still showing signs of real tightness: Macquarie Bank   5-May-08
A flight from risk exposure is weighing on base metals: Trader   2-May-08
We maintain our bull outlook for aluminum prices: Deutsche Bank   2-May-08
Global new orders fell for the first time in five years; cost inflation rose to the highest in recent history: JP Morgan   2-May-08
There is profit-taking in the base metal complex: Sempra Metals   1-May-08
Alumina prices to keep increasing: Alumina Ltd.   1-May-08
If oil prices fall attention is going to focus on LME aluminum inventory buildups: BaseMetals   1-May-08
Credit crunch and higher LME aluminum prices hitting aluminum consumers: AMM   29-Apr-08

   want more analyst views? click here...

> Aluminum Intelligence: We are in a short term correction phase within a structural led long term upward trend

4-Apr-08

Conclusion: Aluminum prices are in a long term upward move given strong structural demand growth mainly from China, strong structural speculative demand, near record low inventory levels in terms of weeks of consumption, escalating output and capex costs ...

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> Weekly Analysis: We still see reasons to expect temporal and limited further falls in prices

8-May-08

We see increasing reasons to expect prices to fall further but temporarily toward our target zone of $2,800-2,700 per mton (127-123 cent/lb). If that is the case, we judge that locking in `08-`09 requirements will seem reasonable as it will imply locking ...

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> HARBOR Aluminum Commentary: Prices practically unchanged as aluminum output in China is not significantly affected by earthquake

13-May-08

Nevertheless, gains in aluminum were limited as traders reported that just around 170,000 tpy of aluminum capacity was tentatively......

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