Aluminum

Huafon Aluminium

Huafon Aluminium released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 2.977 B, actual EPS CNY 0.24

Huafon Aluminium FY2026 Q1 Earnings Release on April 28 After-Market BJT

Huafon Aluminium released FY2025 earnings on March 25 After-Market (BJT), actual revenue CNY 12.49 B (forecast CNY 12.28 B), actual EPS CNY 1.2 (forecast CNY 1.31)

Huafon Aluminium released FY2025 Q4 earnings on March 25 After-Market (BJT), actual revenue CNY 3.378 B, actual EPS CNY 0.2999

Huafon Aluminium to Release FY2025 Annual Earnings on March 26 After-Market (BJT), Forecast Revenue CNY 12.28 B, EPS CNY 1.31

Huafon Aluminium released FY2025 Q3 earnings on October 27 After-Market (BJT), actual revenue CNY 3.145 B, actual EPS CNY 0.3305

Huafon Aluminium released FY2025 9 Months earnings on October 27 After-Market (BJT), actual revenue CNY 9.109 B, actual EPS CNY 0.9

Huafon Aluminium FY2025 Q3 Earnings Release Scheduled for October 28 After-Market BJT

Huafon Aluminium released FY2025 Q2 earnings on August 18 After-Market (BJT), actual revenue CNY 3.059 B, actual EPS CNY 0.2995

Huafon Aluminium released FY2025 Semi-Annual earnings on August 18 After-Market BJT, actual revenue CNY 5.964 B, actual EPS CNY 0.57

Huafon Aluminium to Release FY2025 Semi-Annual Earnings on August 19, 2025 (BJT)

Huafeng Aluminum Q1 Revenue and Net Profit Growth

Huafeng Aluminum's Secretary Responds to Export Business and Tariff Policy

Huafon Aluminium released FY2025 Q1 earnings on April 18 After-Market BJT, actual revenue CNY 2.905 B, actual EPS CNY 0.27

Huafon Aluminium released FY2024 Q4 earnings on April 18 After-Market BJT, actual revenue CNY 3.2 B, actual EPS CNY 0.3498

Huafon Aluminium released FY2024 earnings on April 18 After-Market BJT, actual revenue CNY 10.88 B (forecast CNY 11.02 B), actual EPS CNY 1.22 (forecast CNY 1.19)

Huafon Aluminium to Release FY2025 Q1 Earnings on April 19 After-Market BJT

Huafon Aluminium to Release FY2024 Earnings on April 19 After-Market BJT, Forecasted Revenue CNY 11.02 B, EPS CNY 1.19

Huafeng Aluminum Adjusts New Energy Vehicle High-end Aluminum Plate and Foil Project to an Annual Output of 450,000 Tons

Hua Feng Aluminum Benefits from Increased Demand for Thermal Transmission Materials, Initiated Coverage with a 'Buy' Rating

601702

601677

600219

CENX

02600

PICK

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

Rio Tinto

Mtalco

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

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

601600

000807

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.

ERO Copper

Sprott Uranium Miners ETF

VanEck Oil Services ETF

iShares US Oil Equip & Svcs

Global X Uranium

United States Copper Index

Sprott Copper Miners ETF

Borr Drilling

Transocean

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

Aluminum is facing a significant supply shock, with a projected 2 million ton deficit by year-end, according to Mercuria's analyst Nick Snowdon. The Gulf region's disruptions and high energy costs in Europe are exacerbating the crisis. The U.S. imports 80% of its aluminum, with declining domestic production due to power constraints. China is benefiting from the situation, increasing exports, while Canada, with its hydro-powered smelting, emerges as a strategic alternative for Western buyers. Companies like Rio Tinto and Alcoa are positioned to gain from this tightening supply.

Huafon Aluminium(601702.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

The Most Overlooked Commodity Supply Shock Of 2026