Core Viewpoint - Russian Aluminum (RusAl) shares rose over 6% during trading, reflecting market optimism regarding potential easing of U.S. sanctions on Russian metal imports, particularly aluminum [1] Company Summary - RusAl is a leading global aluminum company and one of the largest aluminum smelting enterprises, ranking third in global aluminum smelting output, following China Aluminum (Chalco) and Hongqiao [1] - The company is projected to produce nearly 4 million tons of aluminum in 2024, accounting for approximately 5.5% of global aluminum production [1] Industry Summary - Russian President Vladimir Putin indicated a willingness to restore aluminum exports to the U.S. if sanctions are lifted, with a potential export volume of around 2 million tons [1] - According to Minmetals Resources, if sanctions are removed, RusAl could re-enter the European and American aluminum supply chains due to price advantages and lower transportation costs, leading to a slight increase in global aluminum supply [1]
港股异动 | 俄铝(00486)盘中涨超6% 俄美或举行元首会晤 公司铝冶炼产量全球排名第三