花旗:上调短期铝价预估至3400美元/吨
Wen Hua Cai Jing·2026-01-16 01:43
Group 1 - Citi raised its 0-3 month aluminum price target to $3,400 per ton from a previous estimate of $2,950 per ton [1] - In the base case scenario (50% probability), the average aluminum price for Q1 2026 is projected to be $3,100 per ton, up from the previous estimate of $2,900 per ton; in a bullish scenario, it is expected to reach $3,500 per ton [1] - The 6-12 month price target is set at $3,300 per ton, aligning with a positive market environment, although the bank acknowledges potential for increased market volatility [1] Group 2 - Citi forecasts a slight structural supply surplus of 61,000 tons in 2026, which is expected to expand to 847,000 tons in 2027, remaining consistent with the base case scenario [1]