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ANZ Says Further Rise in Aluminium Prices Could Accelerate Demand Rationing

ReutersMar 26, 2026 6:14 AM

March 26 (Reuters) - ANZ:

SAYS WHILE HIGHER ALUMINIUM PRICES AND REGIONAL PREMIUMS HAVE ALREADY BEEN TEMPERING DEMAND, A FURTHER RISE WOULD LIKELY ACCELERATE DEMAND RATIONING
SAYS THEIR Q3 2026 FORECAST OF $3,600/T MARKS THE HIGH POINT IN THIS CYCLE
ESTIMATES NEARLY 800 - 1,000KT OF PRODUCTION WILL BE IMPACTED IN 2026 DUE TO SUPPLY OUTAGES IN MIDDLE EAST, WITH A COMPLETE RETURN TO NORMAL OUTPUT NOT EXPECTED UNTIL 2028

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