高盛上调铝价预测

Group 1 - Goldman Sachs raised its Q4 2026 aluminum price forecast from $2,350 to $2,500 [1] - The aluminum price forecast for the first half of 2026 on the London Metal Exchange (LME) was increased from $2,575 per ton to $3,150 per ton [1] - The expected surplus in the aluminum market for 2026 was slightly reduced to 800,000 tons from a previous estimate of 1,100,000 tons [1] Group 2 - The surplus expectation for 2027 remains unchanged at 1,600,000 tons [1] - The surplus forecast for 2028 was raised from 1,250,000 tons to 2,300,000 tons [1]