Aluminum Could Be Entering Multiyear Cycle of Higher Prices -- Market Talk

Dow Jones03-26

0745 GMT - Aluminum could be entering a multiyear cycle of higher prices, say DBS Group Research's Tina Hu and Eun Young Lee in a note. The Chinese aluminum industry is reaching a capacity ceiling and might be unable to meet higher demand, the analysts say. Power costs and environmental constraints could weigh on supply expansion. The Middle East conflict is also intensifying tightness, they add, noting that Gulf smelters make up around 9% of global aluminum supply. Prolonged disruptions at the Strait of Hormuz could cause additional production cuts and push aluminum toward $4,000 a metric ton, they add. The three-month aluminum contract on the London Metal Exchange falls 0.5% to $3,225 a ton. DBS pegs China Hongqiao as its top pick, citing its resilient supply chain and local smelting capabilities. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

March 26, 2026 03:45 ET (07:45 GMT)

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Prolonged disruptions at the Strait of Hormuz could cause additional production cuts and push aluminum toward $4,000 a metric ton, they add. The three-month aluminum contract on the London Metal Exchange falls 0.5% to $3,225 a ton. DBS pegs <a href=\"https://laohu8.com/S/CHHQF\">China Hongqiao</a> as its top pick, citing its resilient supply chain and local smelting capabilities. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 26, 2026 03:45 ET (07:45 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Aluminum Could Be Entering Multiyear Cycle of Higher Prices -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAluminum Could Be Entering Multiyear Cycle of Higher Prices -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-26 15:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0745 GMT - Aluminum could be entering a multiyear cycle of higher prices, say DBS Group Research's Tina Hu and Eun Young Lee in a note. The Chinese aluminum industry is reaching a capacity ceiling and might be unable to meet higher demand, the analysts say. Power costs and environmental constraints could weigh on supply expansion. The Middle East conflict is also intensifying tightness, they add, noting that Gulf smelters make up around 9% of global aluminum supply. Prolonged disruptions at the Strait of Hormuz could cause additional production cuts and push aluminum toward $4,000 a metric ton, they add. The three-month aluminum contract on the London Metal Exchange falls 0.5% to $3,225 a ton. DBS pegs <a href=\"https://laohu8.com/S/CHHQF\">China Hongqiao</a> as its top pick, citing its resilient supply chain and local smelting capabilities. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 26, 2026 03:45 ET (07:45 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0955623706.USD","symbol_name":"SCHRODER ISF ASIAN DIVIDEND MAX \"A\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2622406834","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2622406834","pubTimestamp":1774511100,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0745 GMT - Aluminum could be entering a multiyear cycle of higher prices, say DBS Group Research's Tina Hu and Eun Young Lee in a note. 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The Chinese aluminum industry is reaching a capacity ceiling and might be unable to meet higher demand, the analysts say. Power costs and environmental constraints could weigh on supply expansion. The Middle East conflict is also intensifying tightness, they add, noting that Gulf smelters make up around 9% of global aluminum supply. Prolonged disruptions at the Strait of Hormuz could cause additional production cuts and push aluminum toward $4,000 a metric ton, they add. The three-month aluminum contract on the London Metal Exchange falls 0.5% to $3,225 a ton. DBS pegs China Hongqiao as its top pick, citing its resilient supply chain and local smelting capabilities. 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