Produksi Aluminium Rio Tinto Q1 2026 Naik 1% di Tengah Produksi Alumina yang Lebih Kuat dan Ketatnya Pasokan Global

[US Fed Hawkish Expectations and Easing Middle East Tensions Pressure Aluminum Prices] The acceleration of strait shipping resumption, combined with hawkish expectations from the US Fed, is causing the geopolitical premium to narrow at an accelerated pace, and LME aluminum will be under pressure in the short term. China side, the destocking pace is maintained, but the absolute inventory remains at high levels. SHFE aluminum, without new macro bullish factors, follows LME aluminum under pressure. It is expected that aluminum prices will remain in the doldrums in the short term.

[Komentar Pagi Paduan Aluminium Cor SMM: Pihak Bearish Menambah Posisi, Sesi Malam Paduan Aluminium Anjlok, Larangan Ekspor Skrap Aluminium UEA Mulai Berlaku] Semalam, kontrak berjangka paduan aluminium melemah tajam. Sesi malam dibuka pada 22.850 yuan/mt, ditutup pada 22.720 yuan/mt, turun 390 yuan/mt, atau 1,69%.

Menurut survei SMM, meskipun harga dari Brasil dan Argentina sedikit menurun, tingkat harga secara keseluruhan masih tinggi. Ke depannya, pasar impor akan terus diwarnai oleh sumber yang beragam dan perbedaan selisih harga yang persisten berdasarkan negara dan kategori produk.