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Aluminum Prices Surge Amid Mozal Smelter Closure

2/12/2026

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Story summary
  • Aluminum prices rose up to 2% in London as South32 Ltd.'s Mozal smelter in Mozambique was poised to close.
  • The Mozal closure highlights supply constraints affecting key consumer markets, particularly in Europe.
  • Copper prices rose due to a tighter supply outlook and a weaker dollar, even as Chinese demand cooled ahead of the Lunar New Year.
  • Refined copper spot trades in China fell significantly, indicating reduced demand.