Funds maintain record long positions in aluminium futures signifying bullish sentiment – 17 November 2025

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 […]

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Argentina in talks with U.S. for tariff-free aluminium export quota – 15 November 2025

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 […]

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Funds continue to hold record long positions in aluminium contracts – 15 November 2025

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 […]

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LME official aluminium page remains the go-to resource for contract, stock & premium data – 13 November 2025

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: […]

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Funds maintain record long positions in LME aluminium contracts – 13 November 2025

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 […]

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European aluminium duty-paid premium surges to US $324/t amid supply disruptions – 13 November 2025

The duty-paid premium in Europe for aluminium has reached ~US $324 per tonne in November, reflecting heightened supply concerns ahead of carbon-border adjustment (CBAM) impacts.👉 Source: Markets FinancialContent Summary: The European aluminum market is currently grappling with a significant surge in the duty-paid premium, which has reached a staggering $324 per tonne as of November […]

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