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Aluminium extends gains as supply concerns amid Mideast conflict linger

Analysis of this story by et_markets · 12 Mar 2026, 8:13 AM IST (about 2 months ago)

BULLISH(90%)
hold
+48.7NATIONALUMmetals

AI Analysis

The metals sector, especially base metals like aluminium, is highly sensitive to global supply-demand dynamics and geopolitical events. Supply disruptions can lead to price spikes.

Trading Insight

Bullish bias for Indian aluminium producers.
Quick check: NATIONALUM bullish bias (overbought), TATASTEEL bearish bias (-0.3% 1d).

Key Evidence

  • Aluminium prices surged on Thursday.
  • Driven by ongoing concerns over a tightening global supply.
  • Exacerbated by the Middle East conflict.
  • Shipments through the Strait of Hormuz faced disruptions.
  • Risk flag: De-escalation of Middle East conflict

Affected Stocks

NATIONALUMNational Aluminium Company
Positive

Higher global aluminium prices due to supply concerns will likely boost profitability.

Sectors:metals

Sources and updates

Original source: et_markets
Published: 12 Mar 2026, 8:13 AM IST
Last updated on Anadi News: 12 Mar 2026, 9:00 AM IST

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