Auto market check in: Production uneven despite stronger late sales
Government data show first-half automotive production remained concentrated in light trucks, while passenger car output, inventories and import flows followed a different path.
Tag: Market Trends
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US resumes blockade of Iranian ports, aluminum rebounds
Additional attacks on commercial shipping, renewed US military operations and a resumed naval blockade coincided with aluminum prices recovering from early July lows.
Did aluminum markets price in peace too soon?
Aluminum prices retreated as markets priced a return to Middle East stability, but shipping attacks, military strikes and LME indicators suggest that assumption may have outpaced events.
LME positioning eases as aluminum prices retreat
LME aluminum market participants broadly reduced long and short positions during June as prices retreated, although longer-term participation trends remained relatively unchanged.
AMU June survey: Scrap market sentiment moderates, primary/semi supply keeps pace
June survey responses showed scrap market participants becoming more cautious on premiums, scrap availability and exports, while downstream demand indicators remained comparatively firmer.
AMU June survey: Expansionary signals retreat, balance outlook holds
AMU's June survey showed weaker demand, fewer extending lead times and less inventory building, though respondents largely stopped short of forecasting an oversupplied market.
LME checkpoint: Prices retreat while warehouse stocks remain low
LME aluminum prices, prompt premiums and the US Midwest Premium have moved lower in June, while exchange inventories continue to decline and remain near five-year lows.
LME Clear raises renminbi collateral limit, accepts Hong Kong warrants
LME Clear increased member renminbi collateral limits, shortened collateral notice periods and approved Hong Kong warrants for collateral use.
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