Waran Paduan Aluminium Cor SHFE Turun 91 mt menjadi 21.105 mt pada 16 Juli

PA Resources Bhd has renewed its supply agreement with First Solar Inc., First Solar Malaysia Sdn Bhd, and First Solar Vietnam Manufacturing Co Ltd to supply aluminum extruded profiles for PV module production. The new contract is valued at 1.31 billion ringgit (approximately $321.22 million), with a term of 18 months from July 2026 to December 2027. According to PA Resources Bhd, this is the fifth supply agreement awarded by First Solar. In a filing with Bursa Malaysia, PA Resources Bhd stated that the contract is expected to improve operational efficiency through optimized production scheduling, material planning, workforce utilization, and logistics coordination. In addition, the company expects the agreement to have a positive impact on its earnings and net assets.

[Ulasan Mingguan Skrap Aluminium dan Aluminium Sekunder: Pasar Aluminium Sekunder Bergerak Mendatar, Pola Kelemahan Pasokan-Permintaan di Luar Musim Berlanjut] Minggu ini, harga skrap aluminium secara keseluruhan bergerak mendatar. Pada 16 Juli, harga aluminium spot SMM A00 ditutup pada 23.170 yuan/mt, naik 220 yuan/mt dari Kamis lalu. Terkait selisih harga, pada 16 Juli, selisih harga antara aluminium A00 dan skrap aluminium ekstrusi campuran bebas cat di Foshan adalah 1.972 yuan/mt, dan selisih harga antara aluminium A00 dan skrap aluminium tense cacah adalah 658 yuan/mt, masih berada di level yang sangat rendah.