A price increase of 120% within the year! With both stockpiling and monetization coexisting, where will the price of bismuth go after "soaring to the sky"? | Industry Observation
① The price of bismuth has doubled this year, reaching a nearly ten-year high; ② Export controls, funding sentiments, and the widening price gap at home and abroad are important factors leading to the recent increase in bismuth prices; ③ Industry insiders have differing opinions on future price trends, with a coexistence of stockpiling and monetization within the Industry Chain.
Reevaluation of the Aluminum industry.
Morgan Stanley pointed out that by 2025, the Global aluminum materials supply chain will undergo significant changes: bauxite will shift from shortage to balance, alumina supply will change from shortfall to surplus by 4 million tons, while the aluminum market will maintain a supply-demand gap of 0.257 million tons. This differentiated supply-demand pattern is reshaping the Industry profit margin structure.
Commodity Roundup: Copper Prices Top $10,000 Ahead of Trump's Potential Tariffs
European Union Set to Probe Aluminum Imports Redirected by Trump Tariffs - FT
Trump's steel and aluminum tariffs disrupt international trade, and it is reported that the EU plans to investigate aluminum imports.
① According to media reports, the EU may announce an investigation into the Aluminum market this Wednesday in response to the surge in Aluminum imports that may result from USA's tariff policy; ② The EU plans to tighten loopholes in the Steel import tariff system and is considering implementing restrictions on Metal exports to protect the local Industry.
Trump's "Steel and Aluminum Tariffs" have sparked public outrage! Canada has once again filed a dispute complaint with the WTO...
① Canada has appealed to the WTO regarding the USA's tariffs on Steel and Aluminum, believing that it violates the obligations of the 1994 General Agreement on Tariffs and Trade. ② The World Trade Organization announced on Thursday that it has received Canada's complaint and distributed it to WTO members on the same day.
nyseoption : Aluminum these nuts
美股洛杉矶小虾 : Thanks for sharing