金属与矿业-铝：电力为王-metal&ROCK-Aluminium Power is King
2026-03-03 03:13
March 2, 2026 07:57 PM GMT metal&ROCK | Europe Aluminium: Power is King Exhibit 1 : The aluminium forward curve is becoming more backwardated and premiums around the world are rising, indicating tightness 02-Mar 23-Feb Aluminium Forward Curve 3300 3250 3200 3150 3100 3050 3000 Source: Bloomberg With China's aluminium capacity capped and other supply limited by power availability and price, the aluminium market looks tight despite expanding smelter margins. This is supporting prices and premia around the wor ...