Analysts say aluminium fundamentals remain supported by tight supply and China output cap

Market analysts note that despite short-term price fluctuations, structural supply constraints, including China’s production cap and strong energy-transition demand, are expected to keep aluminium prices supported through 2026.

  • Aluminium prices to remain firm in 2026 due to China’s output cap and green demand.
  • LME aluminium trades near USD 3,065/tonne; MCX prices around Rs 306/kg
  • Analysts see aluminium as a key beneficiary of global energy transition trends

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