ALUA Aluar Aluminio Argentino
Re: ALUA Aluar Aluminio Argentino
Quien jocara vende la C del mono. Dejala respirar viejo!
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Re: ALUA Aluar Aluminio Argentino
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Aluminum Industry Frets That Its Supply Snarls Have Just BegunBy
Joe Deaux
September 10, 2021, 4:07 PM GMT-3Updated on September 11, 2021, 9:00 AM GMT-3
‘Mess is probably a good word,’ Constellium SE executive says
U.S. Midwest premium may hit record this year, Harbor Says
Supply-chain snags that have roiled commodity markets and helped push aluminum prices to a 13-year high this week are unlikely to ease any time soon.
That’s the message coming from producers, consumers, traders and shippers at North America’s largest aluminum conference, which ended Friday.
Aluminum has jumped 48% this year on surging demand, shipping bottlenecks and production curbs in China, stoking inflation concerns and causing a major headache for consumer-goods producers facing worsening material shortages alongside the sharp rise in costs. Snarled supplies will continue to dog the industry through most of 2022, many conference participants said, with some projecting it could take as long as five years to resolve the issues.
Global supply chains, with container shipping as their backbone, are struggling to keep pace with the demand for goods and overcome labor disruptions caused by Covid outbreaks. Compounding matters in the aluminum industry are worker shortages at plants and a lack of truck drivers to deliver the metal that is available.
“For us it’s been a mess, and as we look ahead to 2022 we don’t see this going away any time soon unfortunately,” Mike Keown, the chief executive officer of Commonwealth Rolled Products, said at the Harbor Aluminum Summit in Chicago. “For us we think it’s just begun. It’s kept our head on a swivel this entire time.”
Commonwealth makes value-added aluminum products that it sells to the automotive industry, which has faced its own production issues because of a shortage of semiconductors.
Several aluminum-conference attendees said labor shortages are their biggest problem, and they don’t have any idea when the situation will slacken.
“Consumers are ordering more than 100% of their expected needs,” Adam Jackson, the director of metals trading at Aegis Hedging, said in an interview. “They don’t expect to receive 100%, but if they over-order, maybe they’ll land on the right amount and not forfeit sales. Such a practice has a serious risk if prices fall and you’re carrying extra unhedged inventory.”
The surge in aluminum prices comes as producers and consumers negotiate annual supply contracts. Buyers are holding off as long as possible from making agreements because shipping premiums are so high. They’re also waiting for indications on whether Russia, the world’s second-largest aluminum producer, will keep an expensive export tax into next year, according to Jorge Vazquez, managing director at Harbor Intelligence.
All of this could signal further price increases. Harbor Intelligence said its bull case for aluminum in 2022 is an average price of about $2,570 per metric ton. That’s about 9% higher than the average so far this year for benchmark aluminum traded in London. Harbor also estimates that the so-called Midwest premium, the amount added to deliver the metal to the U.S. Midwest, will surge to an all-time-high 40 cents a pound in the fourth quarter, which would mark a 185% increase from the end of 2020.
“Mess is probably a good word,” said Buddy Stemple, the CEO of Constellium SE’s rolled-products business in Ravenswood, West Virginia. “I have never been through a period like this in which you had so many factors at once.”
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China Sends Health Team to Fujian Province After Covid CasesBloomberg News
September 11, 2021, 7:59 AM GMT-3Updated on September 11, 2021, 8:38 AM GMT-3
China’s National Health Commission sent a special team to a city in eastern China’s Fujian province after Covid-19 cases were reported, according to broadcaster CGTN.
There were six cases in Putian as of 4 p.m. Beijing time on Saturday, the report said, and several local areas have been categorized as medium- or high-risk areas.
Markets
China Tech Stocks Stumble in Rush Back Toward Bull MarketBy
Jeanny Yu
and
Ishika Mookerjee
September 10, 2021, 9:00 PM GMT-3
Hang Seng Tech Index was on cusp of 20% rebound from Aug. low
Then Beijing struck another blow to big-name gaming companies
China’s embattled technology shares looked like the worst was behind them as they rallied toward a bull market this week -- until Beijing took aim at gaming companies again.
After a six-month rout that wiped out almost half the market value of stocks on the Hang Seng Tech Index, the gauge had rebounded 17% from its August low by midweek. It seemed to be just a day or two away from reaching 20% and cementing a recovery in sentiment.
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Aluminum Industry Frets That Its Supply Snarls Have Just BegunBy
Joe Deaux
September 10, 2021, 4:07 PM GMT-3Updated on September 11, 2021, 9:00 AM GMT-3
‘Mess is probably a good word,’ Constellium SE executive says
U.S. Midwest premium may hit record this year, Harbor Says
Supply-chain snags that have roiled commodity markets and helped push aluminum prices to a 13-year high this week are unlikely to ease any time soon.
That’s the message coming from producers, consumers, traders and shippers at North America’s largest aluminum conference, which ended Friday.
Aluminum has jumped 48% this year on surging demand, shipping bottlenecks and production curbs in China, stoking inflation concerns and causing a major headache for consumer-goods producers facing worsening material shortages alongside the sharp rise in costs. Snarled supplies will continue to dog the industry through most of 2022, many conference participants said, with some projecting it could take as long as five years to resolve the issues.
Global supply chains, with container shipping as their backbone, are struggling to keep pace with the demand for goods and overcome labor disruptions caused by Covid outbreaks. Compounding matters in the aluminum industry are worker shortages at plants and a lack of truck drivers to deliver the metal that is available.
“For us it’s been a mess, and as we look ahead to 2022 we don’t see this going away any time soon unfortunately,” Mike Keown, the chief executive officer of Commonwealth Rolled Products, said at the Harbor Aluminum Summit in Chicago. “For us we think it’s just begun. It’s kept our head on a swivel this entire time.”
Commonwealth makes value-added aluminum products that it sells to the automotive industry, which has faced its own production issues because of a shortage of semiconductors.
Several aluminum-conference attendees said labor shortages are their biggest problem, and they don’t have any idea when the situation will slacken.
“Consumers are ordering more than 100% of their expected needs,” Adam Jackson, the director of metals trading at Aegis Hedging, said in an interview. “They don’t expect to receive 100%, but if they over-order, maybe they’ll land on the right amount and not forfeit sales. Such a practice has a serious risk if prices fall and you’re carrying extra unhedged inventory.”
The surge in aluminum prices comes as producers and consumers negotiate annual supply contracts. Buyers are holding off as long as possible from making agreements because shipping premiums are so high. They’re also waiting for indications on whether Russia, the world’s second-largest aluminum producer, will keep an expensive export tax into next year, according to Jorge Vazquez, managing director at Harbor Intelligence.
All of this could signal further price increases. Harbor Intelligence said its bull case for aluminum in 2022 is an average price of about $2,570 per metric ton. That’s about 9% higher than the average so far this year for benchmark aluminum traded in London. Harbor also estimates that the so-called Midwest premium, the amount added to deliver the metal to the U.S. Midwest, will surge to an all-time-high 40 cents a pound in the fourth quarter, which would mark a 185% increase from the end of 2020.
“Mess is probably a good word,” said Buddy Stemple, the CEO of Constellium SE’s rolled-products business in Ravenswood, West Virginia. “I have never been through a period like this in which you had so many factors at once.”
SHARE THIS ARTICLE
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In this article
1825439D
HARBOR
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UP NEXT
China Sends Health Team to Fujian Province After Covid Cases
From The Web
¿Lo conocías? Este es el innovador dispositivo que te protege 24hs. Alarmas Verisure
¡Participar en la lotería del Green Card ahora!Global USA
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by Taboola
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Markets
China Sends Health Team to Fujian Province After Covid CasesBloomberg News
September 11, 2021, 7:59 AM GMT-3Updated on September 11, 2021, 8:38 AM GMT-3
China’s National Health Commission sent a special team to a city in eastern China’s Fujian province after Covid-19 cases were reported, according to broadcaster CGTN.
There were six cases in Putian as of 4 p.m. Beijing time on Saturday, the report said, and several local areas have been categorized as medium- or high-risk areas.
Markets
China Tech Stocks Stumble in Rush Back Toward Bull MarketBy
Jeanny Yu
and
Ishika Mookerjee
September 10, 2021, 9:00 PM GMT-3
Hang Seng Tech Index was on cusp of 20% rebound from Aug. low
Then Beijing struck another blow to big-name gaming companies
China’s embattled technology shares looked like the worst was behind them as they rallied toward a bull market this week -- until Beijing took aim at gaming companies again.
After a six-month rout that wiped out almost half the market value of stocks on the Hang Seng Tech Index, the gauge had rebounded 17% from its August low by midweek. It seemed to be just a day or two away from reaching 20% and cementing a recovery in sentiment.
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Re: ALUA Aluar Aluminio Argentino
jaja, a mi me dejo entrar, nunca entro ahi, debe ser por eso. Avisa que el precio del aluminio va a seguir en el corto y mediano plazo no necesariamente subiendo pero que se va a mantener en precios relativamente altos...
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green arrow
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Re: ALUA Aluar Aluminio Argentino
Yo tenia una cantidad gratis fíjate que podes hasta 5 y después paganini
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Crimsonking
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Re: ALUA Aluar Aluminio Argentino
Che, no me alcanza para bloomberg. Hacete una síntesis.
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green arrow
- Mensajes: 3808
- Registrado: Vie Mar 13, 2015 11:35 am
Re: ALUA Aluar Aluminio Argentino
ALUMINIUMCommodity 2,916.07+120.18+4.30%
2916 (+premio) - 730 = 2183 usd de margen ( mayor al margen Mayo 2018- febrero 2021 , con con costo CERO de alumina porque el precio del alauminio era < 2183)
Materia prima (alumina y otros ) = Materias primas, materiales y respuestos
17.176.576.185 al 30/6/21 moneda homogenea (alumina 270/300)
15.453.342.049 al 30/6/20 moneda homogenea (alumina 330/300)
Osea , 1600 millones más (10%) , pero el dólar subió menos que el 50% inflación interanual y la alumina era más cara, por lo que el aumento de fisco al 30/6/21 es > al 10%.
Re: ALUA Aluar Aluminio Argentino
Pego un salto la alumina a 365 usdton
Re: ALUA Aluar Aluminio Argentino
Esta confirmada esa suba de retenciones? Y cuanto mayor que la actual? Gracias
Re: ALUA Aluar Aluminio Argentino
Aumento de retenciones a las exportaciones de aluminio en 3, 2, 1...
¿La excusa? ¡Hay que cuidar la carpinteria de aluminio de los argentinos!
¿La excusa? ¡Hay que cuidar la carpinteria de aluminio de los argentinos!
Re: ALUA Aluar Aluminio Argentino
2920 usd/ton 
El vendedor ya esta jugado, lo lamento por el. La realidad lo va a pasar por encima.
El vendedor ya esta jugado, lo lamento por el. La realidad lo va a pasar por encima.
Re: ALUA Aluar Aluminio Argentino
Los metales básicos siguen subiendo este jueves, apuntándose los futuros del níquel un alza del 2,4% hasta nuevos máximos de siete años, mientras que los futuros del aluminio subían un 1,3% hasta nuevos máximos de 13 años, tras conocerse que los fabricantes de aire acondicionado, que representan alrededor del 10% de la demanda china de cobre, están sustituyendo el cobre por el aluminio. Los precios mundiales de referencia del carbón de coque, utilizado para fabricar acero, también han alcanzado los 300 dólares por tonelada.
Re: ALUA Aluar Aluminio Argentino
Este es el tercer papel que menos perdió en dls, desde fin de enero de 2018 !
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