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Aluminum Fell Amid Persistent Fears Of A Demand-Sucking Global Recession

Published 15-11-2022, 09:13 am
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Aluminium yesterday settled down by -0.94% at 209.8 amid persistent fears of a demand-sapping global recession triggered by an aggressive tightening campaign from major central banks. Top consumer China eased coronavirus-related restrictions, fuelling speculation of a broader relaxation in measures and offering a short-term upbeat outlook for demand. Alcoa (NYSE:AA), the largest US aluminum producer, has warned investors that high energy and raw material costs and a fall in aluminum prices are putting pressure on margins. On the supply side, LME has decided against banning Russian metal from being traded and stored in its warehouses because a substantial share of the market is still planning to buy the country's metal in 2023. The London Metal Exchange (LME) said it will not ban Russian metal from being traded and stored in its system because a significant portion of the market is still planning to buy the country's metal in 2023.

These metals and the companies that produce them have not been targeted by sanctions imposed on some Russian companies after the Kremlin sent troops into Ukraine. The capacity recovery in Guangxi and the commissioning of new capacities in Guizhou and Inner Mongolia fell short, easing the supply pressure. In China, aluminum ingot inventory kept falling by 23,000 mt from last Thursday to 553,000 mt as of Monday, November 14, a new low.

Technically market is under long liquidation as the market has witnessed a drop in open interest by -8.79% to settle at 5469 while prices are down -2 rupees, now Aluminium is getting support at 207.9 and below same could see a test of 206.1 levels, and resistance is now likely to be seen at 212.6, a move above could see prices testing 215.5.

Trading Ideas:
# Aluminium trading range for the day is 206.1-215.5.
# Aluminum dropped amid persistent fears of a demand-sapping global recession triggered by an aggressive tightening campaign from major central banks.
# The capacity recovery in Guangxi and the commissioning of new capacities in Guizhou and Inner Mongolia fell short, easing the supply pressure.
# LME will not ban Russian metal from its system.

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