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Morgan Stanley: Still bullish on aluminum prices. The bull market forecast for 2026 is $3,700 per ton.

Morgan Stanley analysts said that the conflict in the Middle East could bring further supply risks to the aluminum market. They stated, "This region is not only an important aluminum production area but also a significant aluminum shipping export location. It also relies on imported bauxite and ...

March 4, 2026
Norsk Hydro says Qatar Energy has announced the suspension of aluminum production

On Tuesday, March 3rd, Norsk Hydro stated that Qatar Energy had issued a statement halting the production of some of its downstream products in Qatar, including urea, polymers, methanol and aluminium. Previously on Monday, due to an Iranian drone attack on Qatar's huge Ras Laffan energy facility, ...

March 4, 2026
Citigroup: Amid the conflicts in the Middle East, the price risks of aluminum and zinc are on the rise.

On Tuesday, March 3rd, Citi stated in a report that the ongoing conflict between the United States and Israel and Iran has raised the possibility that copper prices could fall below $12,000 per ton in the short term. "We expect the general situation to be that the conflict will ease within a few ...

March 4, 2026
Hydro plans to close the Lucé extrusion plant in France

According to the official website of Hydro, Hydro has decided to further integrate its extrusion operations in Europe and has proposed to close its Lucé factory in France. This move aims to optimize the layout of its extrusion operations in Europe and enhance competitiveness. The proposed closure ...

March 4, 2026
Yuefeng Aluminum Industry Continues to Win "Golden Dragon Enterprise" Title and Also Secures "Provincial Green Factory" Award

On February 25th, the promotion conference for Wuxi Xingwu District's efforts to become a leading force for green development in the metropolitan area was held. Yu Feng Aluminum Industry Co., Ltd., with its strong development capabilities and outstanding industry contributions, successfully retained ...

March 4, 2026
The Ministry of Commerce has decided to lift the anti-discrimination measures of imposing additional tariffs on certain Canadian imported goods.

On March 8, 2025, the Ministry of Commerce (hereinafter referred to as the "Investigation Authority") issued Announcement No. 11 of 2025, announcing the ruling on the anti-discrimination investigation into the relevant restrictive measures imposed by Canada on China and the anti-discrimination ...

March 3, 2026
Yuefeng Aluminum Lightweighting has been awarded the title of "National Green Factory"

Recently, the Ministry of Industry and Information Technology of the People's Republic of China officially announced the list of national-level green manufacturing enterprises for 2025. After being recommended by provincial industrial and information technology authorities, evaluated by experts, and ...

March 3, 2026
The impact of the aluminum industry in the Middle East and its possible future trends

On February 28th, the United States and Israel jointly launched a military strike against Iran. Immediately, Iran retaliated with missiles, marking the entry of the geopolitical confrontation in the Middle East into a stage of substantive military conflict. Especially with the death of Iran's ...

March 3, 2026
Citigroup: Shipping risks may drive up regional aluminum premiums

On Monday, March 2nd, Citigroup analysts stated in a report that even if aluminum production in the Middle East does not immediately suffer a blow, the disruption of shipping in the Strait of Hormuz could still drive up regional aluminum premiums and reshape the regional trade flows. The analyst ...

March 3, 2026
If the supply of bauxite or alumina needed in the Middle East were to be interrupted, the price of aluminum is likely to continue to rise.

Should there be a potential disruption in the supply of bauxite or alumina required by the aluminum smelting plants in the Middle East, it would constitute a "very significant risk". The price of aluminum is likely to continue to rise. On Monday morning, the LME's three-month aluminum futures price ...

March 3, 2026
Goldman Sachs: The increase in aluminum prices will depend on the duration of the disruption in the Strait of Hormuz.

On Monday, March 2nd, investment bank Goldman Sachs stated that the greatest risk facing the aluminum price comes from potential disruptions to the export route through the Strait of Hormuz and the supply of raw materials. It also pointed out that if the shipping disruption is temporary, the impact ...

March 3, 2026
The Ministry of Industry and Information Technology and six other departments: Support the cooperation between manufacturers of photovoltaic component parts such as aluminum frames and enterprises engaged in the comprehensive utilization of recycled resources.

The Ministry of Industry and Information Technology and six other departments have issued guidelines on promoting the comprehensive utilization of photovoltaic components. The guidelines state that the proportion of recycled materials should be increased. Support should be given to photovoltaic ...

March 3, 2026
The war in the Middle East has affected the aluminum industry. Yufeng has suspended negotiations with Japan.

Yuefeng Group has suspended negotiations with Japanese clients regarding aluminum supply for the second quarter. The reason is that the strikes by the United States and Israel against Iran have led to an escalation of the hostile actions in this key production area. According to an informed source, ...

March 3, 2026
Geopolitical risks and the dynamics of the aluminum market under supply-demand competition

After the Spring Festival holiday, driven by the improvement of the macroeconomic sentiment, the premium of overseas geopolitical risks, and the de-accumulation of LME inventories, the main contract of aluminum futures on the Shanghai Futures Exchange rose. As of yesterday's closing, it was priced ...

March 3, 2026
Yuefeng Aluminum Industry has won the bid for 150 acres of land and will build a new intelligent production base for precision aluminum alloy products.

On February 24th, Jiangyin successfully auctioned off three high-quality plots totaling 167 acres. The projects cover high-end manufacturing and strategic emerging industries such as semiconductor components, new energy vehicle parts, and new industrial aluminum materials manufacturing. Among them, ...

February 26, 2026
The Brazilian Aviation Industry Company and the Indian Aluminum Industry Company signed a memorandum.

According to foreign media reports, Embraer (Brazilian aerospace company) has signed a memorandum of understanding with Hindalco Industries (Indian aluminum company) to assess the possibility of cooperating in the production of aerospace-grade aluminum raw materials. In October 2025, Embraer, the ...

February 26, 2026

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