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Commercial primary aluminum stocks up slightly during the week   12-May-08
Tajikistan aluminum smelter hit by power pressures   7-May-08
New Zealand aluminum smelters cut output given rising power prices   6-May-08
Eskom suspends load-shedding in South Africa   6-May-08
Commercial primary aluminum stocks fell during the week   5-May-08
Eurozone manufacturing activity slowed considerably in April and is nearing contraction   2-May-08
Chinese manufacturing activity continues to boom; metal products kept showing strength   1-May-08
Japan’s manufacturing activity deepened into contraction in April   1-May-08
US manufacturing activity contracted for the third consecutive time in March; fabricated metal sector weak   1-May-08
New Zealand could experience power crisis   28-Apr-08
Brazilian aluminum output reduced given higher Brazilian power prices   28-Apr-08
Commercial primary aluminum stocks increase considerable last week given large inflows at LME warehouses   28-Apr-08
US new home sales annual rate growth posted second largest contraction in recent history   24-Apr-08
US durable goods orders weaker-than-expected in March but fabricated metals products up   24-Apr-08
US durable goods shipments down less-than-expected but approach annual contraction   24-Apr-08
Richmond Fed manufacturing survey indicated no growth in April   22-Apr-08
US existing home sales fell after increasing in February   22-Apr-08
Chinese aluminum output continues to fall in spite of higher LME prices an no more energy related cutbacks: HARBOR intelligence   21-Apr-08
Commercial primary aluminum stocks increased last week   21-Apr-08
US leading indicator increases slightly in March after five consecutive declines   17-Apr-08
Philadelphia Fed Bank sees ongoing manufacturing contraction ahead   17-Apr-08
US housing starts fell sharply in March to its lowest level in 17 years   16-Apr-08
Chinese industrial output increased to a four-month high in March   16-Apr-08
Japanese port aluminum stocks down in March   15-Apr-08
Preliminary data showed that Chinese unwrought aluminum exports increased in the IQ’08   14-Apr-08
The OECD pointed to a slowdown in global economic activity ahead   14-Apr-08
Euro-zone industrial production increased in February; growth remains healthy   14-Apr-08
Commercial primary aluminum stocks fell slightly last week   17-Apr-08
Nalco sells 30,000 mtons of alumina at $427 per mton   10-Apr-08
Commercial aluminum primary stocks increased slightly last week   7-Apr-08

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> 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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