1. ALERT! – LME PRICE. Prices have technically opened the door for a sooner-than-expected visit to $… per mton amid bearish cocktail of rapidly deteriorating end-user demand and poor medium-term technical indicators.
2. RERUN: ALERT! – LME PRICE. ALREADY CONTRACTING: US and European manufacturing output is already contracting; we could see $… per mton sooner-than-expected.
3. EUROPEAN P1020 ALERT. MORE DECLINES: European P1020 premiums fall again.
4. RERUN: EUROPEAN BILLET ALERT. FALLS FURTHER: European billet spot premiums decline extends.
To see our full European Billet Market Intel and Premiums assessment, please subscribe to our specialized European Billet Intelligence Report.
5. US BILLET ALERT. BEARISH: US billet demand weakens.
6. RERUN: SPECIAL ALERT! – US HIGH PURITY ALUMINUM. A MATTER OF NATIONAL SECURITY: Hawesville’s curtailment leaves the US and allies without needed key aluminum supply for defense and aerospace purposes.
7. WORLD PFA ALERT. GOING UPSTREAM: EGA to build silicon metal plant by 2023.
8. EUROPEAN SCRAP ALERT. BREAKING RANKS: Demand for secondary ingot and scrap tumbles.
Suppliers seem breaking ranks trying to sell units before the summer break. To see our full market intel on the European scrap market, please subscribe to our specialized Europe Scrap Intelligence Report.
9. US UBC ALERT. UBC demand plummets.
For more details, please subscribe to our specialized US and Mexico Aluminum Scrap Intelligence Report.
10. US SECONDARY SCRAP ALERT. FALLING: Secondary scrap demand and prices continue to decline.
For more details, please subscribe to our specialized US and Mexico Aluminum Scrap Intelligence Report.
11. ALERT! – ALUMINUM SCRAP MEXICO. NO HOME: Scrap prices plummet to multi-month lows.
For more details, please subscribe to our specialized US and Mexico Aluminum Scrap Intelligence Report.
12. China’s aluminum prices fall and reach identified price target around… yuan per mton.
13. LME Cash–3M contango widens; far end contango widens to one-year highs.