Aluminum

Mtalco

Mtalco released FY2026 Q1 earnings on April 20 After-Market (BJT), actual revenue CNY 9.767 B, actual EPS CNY 0.55

Mtalco to Release FY2026 Q1 Earnings Report on April 21 After-Market BJT

Mtalco to Release FY2025 Earnings on April 21 After-Market (BJT), Forecast Revenue CNY 34.94 B, EPS CNY 1.565

Mtalco released FY2025 Q4 earnings on April 8 After-Market (BJT), actual revenue CNY 9.262 B, actual EPS CNY 0.4286

Mtalco released FY2025 Annual Earnings on April 8 After-Market (BJT), Actual Revenue CNY 35.14 B (Forecast CNY 34.94 B), Actual EPS CNY 1.55 (Forecast CNY 1.565)

Mtalco released FY2025 Q3 earnings on October 24 After-Market (BJT), actual revenue CNY 8.874 B, actual EPS CNY 0.3699

Mtalco released FY2025 9 Months Earnings on October 24 After-Market (BJT), actual revenue CNY 25.87 B, actual EPS CNY 1.1095

Mtalco to Release FY2025 Q3 Earnings on October 25 After-Market BJT

Mtalco released FY2025 Q2 earnings on August 22 After-Market (BJT), actual revenue CNY 8.875 B, actual EPS CNY 0.3895

Mtalco released FY2025 Semi-Annual Earnings on August 22 After-Market (BJT), with actual revenue of CNY 17 B and actual EPS of CNY 0.74

Mtalco to Release FY2025 Semi-Annual Earnings on August 23, 2025, BJT

MinTai Aluminum Announces 2025 H1 Production and Sales Data for Aluminum Products

Mingtai Aluminum Secretary Replies to Investors' Questions About Company Products and Business

Mingtai Aluminum Establishes Strategic Partnership with Penghui Energy

Mingtai Aluminum's Secretary Responds to Investor Questions on Company Operations and Stock Price

Mingtai Aluminum Reports 30% YoY Net Profit Growth in 2024

Mingtai Aluminum's Net Profit Increased by 29.76% in 2024

Mtalco released FY2024 Q4 earnings on April 22 After-Market (BJT), actual revenue CNY 8.665 B, actual EPS CNY 0.2335

Mtalco released FY2024 earnings on April 22 After-Market (BJT), actual revenue CNY 32.32 B (forecast CNY 33.32 B), actual EPS CNY 1.39 (forecast CNY 1.5)

Mtalco released FY2025 Q1 earnings on April 22 After-Market BJT, actual revenue CNY 8.124 B, actual EPS CNY 0.35

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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.

Dow Jones

Huafon Aluminium

Rio Tinto

Alcoa

NANSHAN ALUMINIUM

Century Aluminum

CHALCO

ISHRS MSCI Glb Slct Met & Mining

Invesco DB TR Base Metals ETF

SPDR S&P Mtls & Mng

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.

Investinglive

JCCL

Hwabao WP CSI Non-ferrous Metal ETF

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

TAP.A

Aluminum prices have surged over 13% due to the U.S.-Iran war, impacting major companies like Ford and Molson Coors. Ford's CFO noted that the conflict has clouded aluminum outlooks, with costs expected to exceed $2 billion. Molson Coors reported a $30 million increase in costs from aluminum in Q1. Analysts predict limited supply growth and further price pressures due to rising energy costs linked to the conflict. UBS and Bernstein analysts highlight the ongoing volatility and challenges in predicting future aluminum prices.

- Aluminum prices have surged over 19% in 2026 due to the U.S.-Iran war, causing cost pressures for various industries.  
- Key factors include the shutdown of the Strait of Hormuz and military actions that have disrupted 3% of global aluminum supply.  
- Companies like Ford and Molson Coors are facing significant increased costs, with forecasts indicating continued price inflation linked to rising energy costs and supply chain disruptions.

CNBC

Ford Motor

Molson Coors Beverage

Molson Coors Beverage Co-B

S&P 500

Keurig Dr Pepper

FORD MOTOR CO 6.20% NOTES DUE 01/06/2059 USD25

FORD MOTOR CO 6.000% NOTES DUE 1/12/2059 USD25

FORD MOTOR CO 6.500% NOTES DUE 15/08/2062 USD25

Aluminum prices are surging. Here's how companies are handling the costs

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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.

CoinLive

Yunnan Aluminium

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

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Renaud Saleur, CEO of Anaconda Invest, is focusing on electrification and natural resources, predicting high returns over the next decade. He emphasizes the need for copper and aluminum for energy infrastructure, as global electricity consumption is expected to rise significantly. Saleur also highlights uranium's potential, forecasting its price to reach $200 per pound by 2027 due to a supply shortage. He believes oil service companies will benefit from future repairs and rising oil prices, projecting Brent crude could reach $80 to $100 depending on geopolitical stability.

Mtalco(601677.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

Aluminum prices are surging. Here's how companies are handling the costs

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

Why this Soros alum is betting on copper and cables over AI chips