Prabhudas Lilladhar
Geopolitics is once again taking a center stage for the global aluminum market with closure of Strait of Hormuz amid ongoing middle east crisis. Supplies of LNG are getting disrupted leading to force majeure announcements from various smelters. If the situation persists, it is expected to increase the global aluminum deficit and lead to higher aluminum prices at 1HFY27 as global...
IDBI Capital released a Sector Update report for Metal and Mining on 08 Oct, 2026.
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