Aluminum

NANSHAN ALUMINIUM

Nanshan Aluminium released FY2026 Q1 earnings on April 27 Pre-Market BJT, actual revenue CNY 9.067 B, actual EPS CNY 0.1 (forecast EPS CNY 0.16)

NANSHAN ALUMINIUM to Release FY2026 Q1 Earnings on April 28 Pre-Market (BJT), Forecast EPS CNY 0.16

NS Aluminum International Sees 1.65% YoY Increase in Shareholders' Profit and Declares Final Dividend for 2025

NANSHAN ALUMINIUM released FY2025 annual earnings on March 26 After-Market (BJT), actual revenue CNY 34.62 B (forecast CNY 33.54 B), actual EPS CNY 0.41 (forecast CNY 0.4275)

NANSHAN ALUMINIUM released FY2025 Q4 earnings on March 26 After-Market (BJT), actual revenue CNY 8.295 B, actual EPS CNY 0.0808 (forecast EPS CNY 0.07)

NANSHAN ALUMINIUM to Release FY2025 Earnings on March 27 After-Market (BJT), Forecast Revenue CNY 33.54 B, EPS CNY 0.4275

NS Aluminum International Expands Bauxite Capacity and Plans to Enter Electrolytic Aluminum Market

NS Aluminum International's major shareholder PRESS METAL reports joint venture profit

NS Aluminum International Plans to Raise Nearly HKD 2 Billion for Potential Aluminum Smelting Project

CICC Maintains Buy Rating for Nan Shan Aluminum Industry International Holdings

NSN Aluminum International's New Bauxite Project Boosts Industry Position

NANSHAN ALUMINIUM released FY2025 Q3 earnings on October 29 After-Market (BJT), actual revenue CNY 9.051 B, actual EPS CNY 0.1 (forecast EPS CNY 0.09)

NANSHAN ALUMINIUM released FY2025 9 Months Earnings on October 29 After-Market (BJT), actual revenue CNY 26.33 B, actual EPS CNY 0.3303

NANSHAN ALUMINIUM FY2025 Q3 Earnings Release Scheduled for October 30 After-Market BJT

NANSHAN ALUMINIUM released FY2025 Q2 earnings on August 28 Pre-Market (BJT), actual revenue CNY 8.293 B, actual EPS CNY 0.0803

NANSHAN ALUMINIUM released FY2025 Semi-Annual Earnings on August 28 Pre-Market (BJT), Actual Revenue: CNY 17.27 B, Actual EPS: CNY 0.23

NANSHAN ALUMINIUM to release FY2025 Semi-Annual earnings report on August 29, 2025 (BJT)

NSAL Announces Plans for Sodium Hydroxide and Epichlorohydrin Projects in Indonesia

Nanshan Group Announces 1Q 2025 Operating Conditions

CICC Rates NS Aluminum as Outperform

Ordinary dividend (cash)

Ex Date: Today 2026.05.20, Cash dividend 0.136 CNY

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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

Mtalco

Alcoa

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

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

URNM

CPER

COPP

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.

NANSHAN ALUMINIUM(600219.SH)

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

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

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