NEWSBREAK: First Q4 MJP aluminium producer offer at $230/t - sources

August 25, 2021 / www.metalbulletin.com / Article Link

Initial offers for fourth-quarter supply of aluminium to main Japanese ports (MJP) are at a premium of $230 per tonne to the London Metal Exchange cash price, market participants told Fastmarkets on Tuesday August 24.

The unconfirmed offer from this producer is 28.9% higher than the cif MJP premium for the third quarter, which settled at $172-185 per tonne.
For the fourth quarter of last year, the premium settled at $88 per tonne in October, almost a third of the current offer at $230 per tonne.

This comes while the arbitrage import window has just returned to a premium for the first time in three months. According to Fastmarkets' calculations, the profit on...

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