Alcoa plans to sell its dormant Massena East aluminum smelter in New York to bitcoin miner NYDIG, with the deal closing by mid-2026. The facility's infrastructure makes it ideal for bitcoin mining, reflecting a trend of repurposing retired industrial sites.

The LME index soared due to geopolitical tensions causing aluminum supply disruptions and rising copper prices. Since February, aluminum prices surged 15%, with significant production halts in the Middle East. JPMorgan reports a severe supply deficit, predicting prolonged market challenges and further price increases.

Alcoa Corporation reported a first-quarter revenue of $3.19 billion, down 5.3% year-over-year, missing expectations. Alumina production declined 5%, while aluminum output remained flat. The company maintained its 2026 guidance but anticipates Q2 EBITDA headwinds due to increased costs.

Chinese aluminum exports are set to rise as buyers seek alternatives due to supply disruptions in the Persian Gulf. March exports increased by 13%, with forecasts predicting annual sales could reach or exceed past records due to heightened demand.

美伊战争引发全球经济冲击，面临粮食供应、债券市场、私募信贷、次级贷款违约、通胀和铝产业等六大危机，分析师警告可能威胁金融市场稳定，决定能否停火。

Gate News 消息，4 月 2 日，伊朗革命卫队海军指挥部发布声明称，随着战事升级，将扩大打击目标范围，加速驱逐美国在地区的存在。在针对美以敌人对国家基础设施攻击的系列报复行动中，以下目标已被锁定：①阿布扎比美国钢铁工业；②巴林 Al-Hidd 工业城；③巴林剩余铝业基础设施；④更多目标待公布。

BlockBeats 消息，2 月 21 日，美国贸易专家劳伦斯·赫尔曼表示，最高法院对特朗普关税政策的驳回并不能结束贸易紧张局势。美国政府仍然可以使用其他手段，而加拿大仍将面临针对钢铁、铝、汽车和林产品的行业关税。 「关税将以某种形式长期存在，」赫尔曼补充道，并警告说美加贸易关系已经破裂。

BlockBeats 消息，2 月 13 日，据英国《金融时报》报道，特朗普准备取消对金属和铝征收的关税。

Gate News bot 消息，据2026年1月27日Gate官方公告 Gate贵金属专区将于2026年1月27日16:00（UTC+8）首发上线XAL（铝）、XCU（铜）、XNI（镍）、XPB（铅）四种贵金属永续合约，采用USDT结算方式。用户可在下单时选择1-10倍杠杆进行做多或做空操作。 四种合约交易对分别为XALUSDT、XCUUSDT、XNIUSDT、XPBUSDT，均以美元计价。上述贵金属永续合约已正式开放实盘交易。