CITIC Securities: Supply disruptions continue to intensify, optimistic about investment opportunities in the aluminum sector

2026-03-30 09:50:30

Ask AI · What are the driving factors behind the aluminum price rising more than expected?

In a daily Economic News AI Express, a Citic Securities research report says that it has been reported that on March 28–29, aluminum plants under EGA and Alba were successively attacked, involving 3.1 million tons/year of capacity; the impact has not yet been clarified. After the earlier 0.56 million tons/year production cuts, supply disruption risks in the Middle East continue to heat up. The disruption risk also worth paying attention to is driven by rising European energy costs. The long-term fundamentals of aluminum supply and demand remain solid; as supply disruptions rise, they may push prices to increase more than expected. We will continue to be optimistic about investment opportunities in the aluminum sector.

Daily Economic News

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