November 19, 2025 08:05 AM GMT China Materials | Asia Pacific Aluminium: Better-than- expected Demand and Supply We believe the aluminum outlook has improved with much better than our expected demand from ESS and supply challenges from power issues. We now see more upside to Chalco's and Hongqiao's earnings. Aluminum demand in China seeing material growth from ESS and other consumer electronics: Energy storage (ESS) is consuming more aluminum as its growth rate picks up materially. ESS was used in only 25% ...

It has been about a month since the last earnings report for Steel Dynamics (STLD) . Shares have added about 0.5% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Steel Dynamics due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.Steel Dynamics’ Q3 Earnings Beat Estimates on ...

Key Takeaways RIO will cut Yarwun alumina output by 40% from October 2026 to extend operations to 2035.The curtailment gives four years to address tailings capacity expected to be reached by 2031.RIO will reduce alumina output by 1.2M tons annually with no customer impact and explore staff redeployment. Rio Tinto Group (RIO) announced that it will cut production by 40% at its Yarwun Alumina Refinery in Gladstone from October 2026. This move will help Rio Tinto to extend the operation’s life until 2035.Impac ...

Freeport-McMoRan (FCX) shares jumped early Tuesday as the company detailed a multiyear plan to ramp up copper and gold output following a deadly mud rush at its Grasberg mine in Indonesia. The move lifted the S&P 500 stock near a key support level. Seven Freeport-McMoRan employees died in the Sept. 8 incident, which the company said was unprecedented in the… TRENDING: 13 Fallen S&P 500 Stocks Slip Into Bear Market 11/13/2025Southern Copper shows rising price performance, earning an upgrade to its IBD Relati ...

By Pratima Desai LONDON (Reuters) -Glencore has cut its stake in Century Aluminum by 10% to 33%, raking in millions following a share price rally ​triggered by U.S. tariffs on aluminium imports and a profit bonanza for local aluminium ‌smelters. U.S. President Donald Trump doubled tariffs on aluminium imports to 50% on June 4 with the aim of incentivising investment ‌in production of the metal in the United States. London-listed Glencore is Century's largest shareholder. It supplies Century with alumina ...

Vi e w p o i n t | 13 Nov 2025 12:55:01 ET │ 17 pages Metal Matters China's aluminium demand still resilient as policy points to a structurally tighter market during 15th FYP CITI'S TAKE We upgrade our aluminum 0-3mth pt price to $2,950/t as the market increasingly pulls forward medium/long-term optimism, bringing current pricing closer to our 6-12mth target of US$3,000/t and reflecting an ongoing re-pricing of structurally bullish expectations well in advance of anticipated physical deficits. We also discu ...

Citigroup maintains a Neutral rating for Rio Tinto Ltd (NYSE:RIO) and raises the price target, indicating a positive future performance.Rio Tinto is expected to increase its copper production by about 20% over the next three years, driven by the ramp-up at the Oyu Tolgoi mine.The company's strategic diversification efforts are anticipated to shift its earnings composition, reducing the contribution of iron ore to group earnings from 81% in 2023 to 48% by 2026.Rio Tinto Ltd (NYSE:RIO) is a leading global min ...

Aluminum and copper decline as investors await delayed US economic data amid fading expectations of a Federal Reserve interest-rate cut next month https://t.co/XmZ7XNZChd ...

VIRGINIA CITY, Nev., Nov. 17, 2025 (GLOBE NEWSWIRE) -- Comstock Inc. (NYSE American: LODE) (“Comstock” and the “Company”) today announced that Corrado De Gasperis, Executive Chairman and CEO of Comstock Inc. and its subsidiaries, Comstock Metals, LLC and Comstock Mining, LLC, will participate in the upcoming Water Tower Research Fireside Chat Series taking place on Tuesday, November 18, 2025 at 11:00 a.m. Eastern Time. The Fireside Chat will be hosted by Peter Gastreich, Managing Director at Water Tower Res ...

国内价格 LME价格 比价 现货 17400 2044 8.52 三月 17505 2068 10.90 均衡比价 盈利 现货进口 8.70 -352.43 有色套利早报 研究中心有色团队 2025/11/17 铜：跨市套利跟踪 2025/11/17 国内价格 LME价格 比价 现货 87050 10881 8.05 三月 86900 10878 8.01 均衡比价 盈利 现货进口 8.06 -920.93 现货出口 134.77 锌：跨市套利跟踪 2025/11/17 国内价格 LME价格 比价 现货 22480 3201 7.02 三月 22465 3026 5.82 均衡比价 盈利 现货进口 8.48 -4661.65 铝：跨市套利跟踪 2025/11/17 国内价格 LME价格 比价 现货 21910 2832 7.73 三月 21840 2861 7.69 均衡比价 盈利 现货进口 8.31 -1639.17 镍：跨市套利跟踪 2025/11/17 国内价格 LME价格 比价 现货 121550 14696 8.27 均衡比价 盈利 现货进口 8.16 -2326.46 铅：跨市套利跟踪 2025/ ...