How Guinea's Railway Has Twice Tripped Up RUSAL
An alumina transport train derailed, halting exports—but more notably, the plant had already been struggling with fuel shortages prior to the derailment.
Source: 矿立方深度报道
aluminumanalysis
Structured analysis on supply chains, prices, policies and demand.
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EU Withdraws Scrap Aluminum Ban
Appears to be a concession to India, but in reality, it is merely a slower blade.
Source: 矿立方深度报道
aluminumanalysis
Bahrain Aluminum Production Rebounds to 80% of Capacity, but Post-Conflict Challenges Remain for Gulf Aluminum
The CEO of Bahrain Aluminum described the incident as merely a "minor attack."
Source: 矿立方深度报道
aluminumanalysis
From Shortage to Surplus
Why did this cycle in alumina reverse so quickly?
Source: 矿立方深度报道
aluminumanalysis
Resumption of Production Wave: Alumina Returns to Oversupply
Can the cost floor hold the price bottom? The extent of the oversupply is hidden in Guinea's ore prices.
Source: 矿立方深度报道
aluminumanalysis
Goldman Sachs Cuts 2027 Aluminum Price to $2,700: A Four-Month Rollercoaster from $3,450 to $2,700
On July 6, 2026, Goldman Sachs released its latest aluminum market research report, lowering its average annual LME aluminum price forecast for 2027 from $2,950 per tonne to $2,700 per tonne, while cutting its Q4 2026 forecast from $3,200 per tonne to $2,950 per tonne.
Source: KLF Mining Research
aluminumanalysis