Recently, the aluminum market has been showing quite interesting movements, so I’ve summarized it here. Since 2026, the global aluminum market has experienced increased price volatility due to the combined effects of supply constraints and demand changes, and I think this could present investment opportunities.



First, looking at the current situation, production restrictions caused by China's environmental regulations and declining global inventories are ongoing. This means that the supply-side pressure is difficult to fully alleviate, which puts upward pressure on the price of aluminum at 1kg. At the same time, environmentally friendly industries such as electric vehicles, renewable energy, and infrastructure investments are growing, maintaining a solid demand base.

Regarding price outlooks, opinions vary. ING Research predicts a price of $2,900 this year, while Goldman Sachs mentioned the possibility of adjusting down to $2,350 in the second half. However, considering that current market prices are already in the mid-$3,000 range, it seems unlikely that Goldman Sachs’ forecast will drop significantly. There is also plenty of room for prices to reach even higher levels.

Aluminum prices are influenced by various factors such as tariff policies, geopolitical situations, energy costs, and major industry trends. Political factors like U.S. tariffs on Chinese products and the Russia-Ukraine war continue to impact the market, and overall manufacturing economic changes are also important variables.

In this uncertain environment, how can investors generate profits? Buying and selling physical aluminum directly can be costly due to storage and transportation expenses, which can be burdensome for individual investors. In this case, CFD trading can be a good alternative.

CFD (Contract for Difference) is a product that settles only the price difference instead of actual physical commodities. If you think aluminum 1kg price will rise, you take a long position; if you think it will fall, you take a short position. The biggest advantage is that you can profit from both rising and falling markets. Additionally, using leverage allows for larger trades with less capital.

For example, if aluminum 1kg costs $3,200, without leverage, you need $3,200, but with 1:10 leverage, you only need $320. This can significantly increase your return rate, but keep in mind that losses can occur on both sides. Higher leverage ratios also mean higher risks.

To start CFD trading, you need to sign up on a platform, create an account, and then predict the price direction through technical and fundamental analysis. On global platforms like MetaTrade, you can search for the product with the code ALUMINIUM and trade. User-friendly interfaces and various analysis tools make it easy even for beginners to get started.

Ultimately, aluminum is a key material for core industries such as electric vehicles, aerospace, and construction. The price of aluminum 1kg in 2026 is likely to fluctuate between supply constraints and structural demand growth. If you can read and leverage these fluctuations properly, it could be a good trading opportunity. If you're interested, it might be worth checking out.
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