1. NEW UPDATE-ALUMINUM PREMIUMS ALERT. Why LME prices could rally further and premiums could more than double ahead.
For more details, please see our NEW UPDATE on LME prices and aluminum premiums released earlier today.
2. LME PRICE UPDATE. As anticipated, LME prices continued to rally as technicals aim at $… per mton or higher, amid Russian export tax news.
3. SHFE aluminum prices up but facing resistance around… yuan per mton.
4. RERUN. EUROPEAN BILLET UPDATE. EXPLOSIVE: European spot and Q4 billet premiums set to spike further amid new Russian export tax. To see our full European Billet Market Intel and Premiums assessment, please subscribe to our specialized European Billet Intelligence Report.
5. LME spreads continue tightening amid uncertainty about Russian export duty.
More details in full report.