Aluminum

CHALCO

CITIC Asset Management Reduces China Aluminum Stake by 12.63 Million Shares on May 15, Raising About 134 Million HKD

China's April Rare Earth Exports Up 35.1%, Alumina Exports Surge 96.6%

CHINALCO Authorizes Repurchase of Up to 10% of A Shares and H Shares

Citibank Reiterates Buy Rating on Chinalco

CICC Upgrades Aluminum Corp of China Rating to Outperform

UBS Maintains Buy Rating on China Aluminum

China Aluminum Corporation Releases 2025 Annual Report and Announces Leadership Changes

CHALCO released FY2026 Q1 earnings on April 23 Pre-Market (BJT), actual revenue CNY 58.49 B, actual EPS CNY 0.323 (forecast EPS CNY 0.31)

BlackRock Increases Stake in Aluminum Corp of China H Shares to 9.10%

Chinalco Issues $800 Million Offshore Bond

BlackRock Increases Stake in Chinalco H Shares

CHALCO to Release FY2026 Q1 Earnings on April 23 Pre-Market (BJT), Forecast EPS CNY 0.31

BlackRock Increases Stake in China Aluminum Co. to 8.14%

Citi Rates CHALCO Buy with a Target Price of HKD 15.94

Morgan Stanley Raises Target Price on China Aluminum Co. to HKD 18.1

Chinalco Boosts Stake in China Aluminum Corp.

China Aluminum Announces Q1 2026 Net Profit Forecast to Increase by 50% to 58%

China Aluminum Corporation's wholly-owned subsidiary acquires 51% equity of Yun Aluminum Logistics

Goldman Sachs Upgrades Chinalco A-Share Rating to Neutral

UAE Aluminum Corporation's facilities enter emergency shutdown

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Citigroup analysts predict aluminum prices could reach $4,000 a ton within three months due to significant supply shocks, with the LME aluminum cash bid price recently hitting $3,635. The Middle East disruptions and reduced operations at smelters have tightened supply, while demand remains high, particularly from China. Analysts foresee a 2.7-million ton reduction in supply this year, leading to potential inventory drawdowns if consumption exceeds production.

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Citigroup

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Aluminum could hit $4,000 a ton amid most bullish set-up in over 50 years

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China's April inflation data shows a significant rise in producer prices, with the PPI increasing by 2.8% year-on-year, the highest in 45 months, driven by energy costs amid the Iran war. The CPI also rose by 1.2%, surpassing expectations. This shift from deflation to inflation raises concerns about business margins and limits the People's Bank of China's ability to implement monetary stimulus. The increase in costs, particularly in non-ferrous metals and energy, could impact corporate profitability and overall economic growth.

- China's Producer Price Index (PPI) rose by 2.8% year-on-year in April, marking a 45-month high and exceeding expectations significantly.  
- The Consumer Price Index (CPI) also increased by 1.2%, ending a 41-month deflation period, largely due to rising energy costs stemming from the Iran conflict.  
- Economists warn that this cost-driven inflation could pressure corporate profit margins and limit the People's Bank of China's capacity for monetary easing amid rising prices.

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JCCL

Hwabao WP CSI Non-ferrous Metal ETF

China's April inflation data beats across board as energy costs reshape price landscape

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Matthew Chamberlain, CEO of the London Metal Exchange, stated that the concept of a global price for commodities is gaining traction among markets. He noted that traders are increasingly inclined to bypass the complexities of individual countries' tariff policies, leading to a solidified value in trading on the LME due to fragmentation in commodity trade.

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LME CEO: Commodity fragmentation has solidified global prices

Bank of America has revised its aluminum price forecast, moving it from $4,000 per ton in Q2 2027 to Q4 2026 due to Middle East smelter damage. Analyst Michael Widmer also raised long-term aluminum price expectations. Additionally, the average zinc price forecast for 2026 was increased by 13% to $3,309 per ton, citing tight supply. While the Middle East conflict may affect metal demand and supply, the overall supply-demand balance remains stable.

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Bank of America

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

PRECIOUS METALS | Bank of America Revises Aluminum and Zinc Price Forecasts Amid Middle East Supply Disruptions

CHALCO(601600.SH)

Aluminum could hit $4,000 a ton amid most bullish set-up in over 50 years

China's April inflation data beats across board as energy costs reshape price landscape

LME CEO: Commodity fragmentation has solidified global prices

PRECIOUS METALS | Bank of America Revises Aluminum and Zinc Price Forecasts Amid Middle East Supply Disruptions