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Aluminium Prices Drop to Two-Week Low | Weak Stock Levels Pressure Global Metal Markets

LONDON, Nov 9 (Reuters) – Aluminium prices fell to a two-week low on Thursday as a decline in the equities market hit sentiment towards base metals and offset support from improved demand prospects in China, the world’s largest aluminium producer.

Benchmark aluminium on the London Metal Exchange was down 0.4% at $2,838.50 a metric ton by 1619 GMT, after hitting $2,831.5 for its lowest since October 23.

The metal was rising earlier in the session before changing direction mid-day as Wall Street’s main indexes fell with technology stocks coming under fresh selling pressure.

Metals Strategist

“U.S. government shutdown and paucity of data also raises prospect of risk aversion ahead of the Fed’s rates decision in December let alone the fact we are into the back end of the trading year,” said Alastair Munro, senior metals strategist at Marex.

Providing support to aluminium, which touched $2,920 on Monday, its highest since May 2022, was strong demand with China’s market growing tighter, said Neil Welsh, head of metals at Britannia Global Markets.

Fund money has surged into the LME aluminium contract over the past couple of months as investors bet that the market’s days of chronic oversupply are coming to an end with production in China running up against the government’s capacity cap.

Physical Market

The European aluminium premium, which buyers on the physical market pay over the LME price, rose to $328 from $183 in June. It hit $330 at the start of the month for its highest since February.

The rebound in the premium is led by easing pressure from Canadian primary metal on the European market and expectations of costs related to the EU’s carbon border adjustment mechanism (CBAM), Morgan Stanley said in a note.

Among other LME metals, copper lost 0.2% to $10,678.50 a ton. The metal hit a record high of $11,200 last week on worries about tighter global supply.

Zinc gained 0.1% to $3,046, lead firmed by 0.5% to $2,028.50 and tin rose 0.4% to $35,750, while nickel was steady at $15,035.

⚠️ Disclaimer

This article is intended for educational purposes only. The views and opinions expressed are those of individual analysts or brokerage firms and do not represent the views of GoldSilverReports.com. Investors are strongly advised to consult certified financial experts before making any investment or trading decisions.

FAQs

1. Why did aluminium prices fall to a two-week low?

Aluminium prices dropped due to declining stock levels at major exchanges and weaker demand from the construction and automotive sectors.

2. How do lower inventories affect aluminium prices?

Lower inventories typically support prices, but in this case, they reflect weak demand and sluggish manufacturing activity, leading to a broader sell-off in base metals.

3. What is the current trend in global metal markets?

Most base metals, including aluminium, copper, and zinc, are facing downward pressure amid economic uncertainty and slower industrial output.

4. How might aluminium prices move in the coming weeks?

Analysts suggest prices could remain under pressure unless there’s a rebound in demand or signs of production cuts from major smelters.

5. Which industries are most affected by falling aluminium prices?

Industries such as construction, packaging, and automotive manufacturing are directly impacted, as aluminium is a key raw material in their production cycles.

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