base metals

2 articles
BenzingaBenzinga··Stjepan Kalinic

Aluminum's Hidden Crisis: Gulf Disruptions Spark 2M Ton Shortage by Year-End

Gulf region supply disruptions create 2 million ton aluminum deficit by 2026 year-end. Europe and U.S. face severe shortages; China gains export advantage while Quebec emerges as strategic Western alternative.
AARIObase metalselectricity costs
BenzingaBenzinga··Prnewswire

Tungsten Shortage Drives Five-Fold Price Rally as Miners Expand Western Production

Tungsten prices surge fivefold due to supply constraints from underinvestment and Chinese export restrictions. Miners expand Western production to address critical mineral shortages affecting aerospace, defense, and electronics.
WPMTGBCSCCYtungsten pricescritical minerals