Analysts advise investors to clearly distinguish between short-term trading and long-term investing in metals.
The US Trade Representative’s Office is scrambling to resolve complications spawned last year by the Commerce Department’s efforts to rush out President Donald Trump’s tariff agenda
India’s aluminium tariff structure harms MSME manufacturers, raising input costs and reducing competitiveness. Reforming tariffs on primary aluminium is vital for boosting domestic value addition and export potential
Sharing a broadly optimistic view, Kaynat Chainwala, Research Analyst at Kotak Securities, said the positive outlook is not limited to aluminium alone.
Aluminum prices have been lifted by structural supply constraints, including caps on smelting capacity in China and reduced output in Europe due to persistently high-power costs
Benchmark aluminum on the London Metal Exchange rose alongside equities in Asia, with the metal on track for the longest run of gains in more than a year
India is seeking some flexibility in the EU's Carbon Border Adjustment Mechanism (CBAM) which comes into effect from January 1 next year. Meanwhile, it is also mulling a domestic carbon tax to offset CBAM and retain revenue within the country.
Nalco's exports won’t be affected by US tariffs, as it mostly serves the Middle East, says BP Singh. The availability of alumina has, however, risen, creating pressure in the domestic market
Novelis added that it is looking to accelerate cost reduction steps, which can drive higher cost savings in FY26, and over $300 million by end of FY28.