1. LME prices up but still below our expected resistance zone of $… per mton.
2. EUROPEAN P1020 ALERT. HIGHER AND HIGHER: European P1020 premiums at fresh two-year highs.
3. RERUN: EUROPEAN BILLET UPDATE. PARABOLIC INCREASE: Spot premium spikes to a high of $… per mton. To see our full European Billet Market Intel and Premiums assessment, please subscribe to our specialized European Billet Intelligence Report
4. EUROPEAN SCRAP MARKET. HIT BY EXTREME BILLET TIGHTNESS: Extrusion scrap market impacted. To see our full market intel on the European scrap market, please subscribe to our specialized Europe Scrap Intelligence Report.
5. EUROPE FRP ALERT. PRICES JUMP: Booming demand, tight supply for Europe FRPs. For more details, please subscribe to our specialized Aluminum Rolled Products Intelligence Report.
6. BRAZIL ALERT. UPTREND ON PAUSE: Brazil’s P1020 and billet premiums stable, but more upside seen ahead.
7. US IMPORTS UPDATE: COMPLIANCE CONTINUES: Canadian P1020 exports to the US continue to observe quota; Value-add exports accelerate.
8. GREEN ALUMINUM MONITOR: Blockchain technology is part of the Green Revolution.
9. LME Cash–March backwardation holds at the sharpest spread in more than two years, but conditions after March are significantly looser.
10. China’s aluminum prices rebound and hold above previous cycle peak.
More details in full report.