Up to 90% of the available LME aluminium inventory is reported to be held by a single party, according to LME data. Reuters+1 Such concentration raises questions over physical supply access, market transparency, and price risk. Reuters+1 Summary: LME positioning data showed between 80% and 90% of LME inventories of aluminium and zinc were each […]
According to Reuters, funds have built record long positions in LME aluminium contracts, as investors increasingly bet that the market is shifting from chronic oversupply toward tighter physical fundamentals. Reuters This bullish speculative positioning is seen as a strong signal that the market narrative is changing. Reuters Summary: the world’s largest producer, now running up […]
The LME’s aluminium section remains the authoritative source for contract specs, warehouse data and pricing transparency. Lme+1 Market Snapshot (17 Nov 2025): Article Link : https://www.lme.com
Investment fund positioning in aluminium remains at elevated levels, reflecting market optimism about supply tightness and growing demand from sectors such as EVs and infrastructure. Reuters Summary: und money has surged into the London Metal Exchange (LME) aluminium contract over the past couple of months as investors bet that the market’s days of chronic oversupply […]
According to a market flash update from Shanghai Metals Market (SMM), inventories of aluminium on the London Metal Exchange (LME) have fallen to around 700,000 t, down significantly from levels above 1 million t a year ago. Metal News Summary : The global aluminum market is shifting from a chronic oversupply to a severe shortage. […]
According to latest data, the LME aluminium cash-settlement was USD 2,832.50 per tonne and warehouse stocks stood at about 552,375 tonnes. Westmetall+1 Market Snapshot (15 Nov 2025): Article Link: https://www.westmetall.com
The Argentine government is negotiating with the U.S. to establish a tariff-free quota system for aluminium and steel exports, which could influence global flows. Yieh Summary: The Argentine government is in negotiations with the US government to establish a tariff-free quota system for steel and aluminum exports. Sources with direct knowledge of the negotiations confirmed […]
Investment funds remain heavily net long in the LME aluminium contract, signalling sustained bullish sentiment in the market. MINING.COM+1 Summary: The speculative inflows speak to a change of narrative in the aluminum market. With production in China, the world’s largest producer, now running up against the government’s capacity cap, there is growing concern that the […]
The LME’s aluminium section continues to publish live and historical data including contract specifications, warehouse stocks and premium structures.👉 Source: LME Aluminium page Market Snapshot (13 Nov 2025): For cash & 3-month contract data plus stock levels, refer to the LME aluminium page. European aluminium duty-paid premium: ~ US $324/t LME aluminium net fund longs: […]
Investment funds continue to hold net long positions above 130,000 contracts in the LME aluminium market, sustaining bullish sentiment in the sector.👉 Source: Reuters / Mining.com commentary Summary : Fund money has surged into the London Metal Exchange (LME) aluminum contract over the past couple of months as investors bet that the market’s days of […]