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28.05.26 - 09:36
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Aluminum Market Tightness Could Continue for ′Long Time,′ Morgan Stanley Says (Bloomberg)
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Amy Gower, metals and mining commodities strategist at Morgan Stanley, discusses the impact of the Iran war on aluminum prices. Speaking on Bloomberg Television, she warns the market could "stay quite tight" for a long time. "Most of the smelters that are shut are damaged, and so they're looking at sort of twelve-month restart timelines," Gower explains. (Source: Bloomberg)...
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27.05.26 - 15:27
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Oil Tumbles As Tehran Pushes Draft Peace Framework While Sidestepping Uranium Question (ZeroHedge)
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Oil Tumbles As Tehran Pushes Draft Peace Framework While Sidestepping Uranium Question
Summary
Iran only having 'indirect' US contacts while asserting that enriched uranium is 'off the table' for negotiations: state TV says Tehran has a draft of the initial unofficial framework for MOU with US.
IRGC keeping up the rhetoric: warns that Iran would "turn the area from Chabahar to Mahshahr into a graveyard for aggressors" if the ceasefire collapses.
CENTCOM: "Clearly the Iranians are trying to hedge their bets here and put more pressure on the US."
Iranian president: "The main battleground today is the economic war."
Tabriz International Airport in northwestern Iran- which sustained heavy damage from airstrikes during the peak of the aerial bombings - is officially operational again, bringing restored airports to 20 reopened.
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US x Iran permanent peace deal by June 30, 2026?
Yes 50% · No 51%View full market & trade on Polymarket * * *
Oil Dumps...
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27.05.26 - 10:36
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Aluminum Supply Crisis Is About To Get Worse (ZeroHedge)
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Aluminum Supply Crisis Is About To Get Worse
Aluminum prices in London are up nearly 17% since the onset of the U.S.-Iran conflict, as a growing chorus of top commodity desks, including Mercuria, Goldman, JPMorgan, and others, warn that the market is facing a major supply shock.
That disruption, driven firstly by Middle East smelter outages and the Hormuz maritime chokepoint, is now colliding with new concerns that China may be forced to curtail output amid energy-use and emissions inspections, according to Bloomberg.
More color from the report:
Chinese authorities are now moving to rein in that over- production as inventories swell. A smelter in Baise, Guangxi province, has already cut output of molten aluminum, Mysteel wrote, without providing estimates of volumes affected. The steel and oil refining industries will also be targeted, the Ministry of Industry and Information Technology said in a statement on May 13.
Building on production cut risks in China, as it is the world's biggest pr...
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