供应担忧致铝价自 2022 年以来首次站上 3000 美元关口
Xin Lang Cai Jing·2026-01-02 10:39

Core Viewpoint - Aluminum prices have surpassed $3,000 per ton, reaching a three-year high, driven by tightening supply outlook and optimistic long-term demand expectations [1] Group 1: Aluminum Market - The increase in aluminum prices is attributed to China's control over electrolytic aluminum production and high electricity prices in Europe, which are limiting local production and continuously reducing global inventories [1] - The demand outlook from the construction and renewable energy sectors remains strong, contributing to the bullish sentiment in the aluminum market [1] - Aluminum futures have seen a cumulative increase of 17% in 2025, marking the highest rise since 2021 [1] Group 2: Other Metals - Copper prices have recorded the largest annual increase since 2009 due to supply shortages, with a slight rise of 0.5% to $12,487.00 per ton [1] - Nickel prices surged by 1.2% to $16,845.00 per ton, influenced by the delay in mining operations approval for Indonesia's Vale, which has halted mining activities [1] - Iron ore futures in Singapore rose by 0.3% to $105.65 per ton [1]

供应担忧致铝价自 2022 年以来首次站上 3000 美元关口 - Reportify