Timna Tanners, Sonic AI

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Timna Tanners, Sonic AI

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Timna Tanners

Metals & Mining Analyst · Person

30

Mentions

2

Episodes

30

Claims

Timna Tanners - Metals & Mining Analyst. Tracked across 30 mentions in podcasts and expert conversations analyzed by Sonic.

What Timna Tanners has said

A physical shortage of aluminum is probable in the second half of the year.

bearish·Timna Tanner

There are currently four primary aluminum smelters operating in the U.S.

neutral·Timna Tanner

The price of aluminum is below its level prior to the start of the recent Iran conflict, despite millions of tons of supply being offline.

neutral·Timna Tanner

A physical shortage of aluminum is probable in the second half of the year.

Expert perspectiveTimna TannerJul 21

There are currently four primary aluminum smelters operating in the U.S.

Expert perspectiveTimna TannerJul 21

The price of aluminum is below its level prior to the start of the recent Iran conflict, despite millions of tons of supply being offline.

Expert perspectiveTimna TannerJul 21

The new U.S. aluminum tariff incentive program primarily affects a single joint venture between Emirates Global Aluminium (EGA) and Century Aluminum.

Expert perspectiveTimna TannerJul 21

China has been producing aluminum at a 47-48 million ton annualized rate, which is above its self-imposed 45 million ton cap.

Expert perspectiveTimna TannerJul 21

The four primary aluminum smelters in the U.S. supply only 15-20% of the country's needs.

Expert perspectiveTimna TannerJul 21

The global aluminum shortfall is now projected to be at least double the pre-Iran war estimate of one million tons.

SpeculativeTimna TannersMay 13

Timna Tanners upgraded Alcoa to overweight with a price target of $70.

Expert perspectiveTimna TannersMay 13

Alcoa's stock has decoupled from and underperformed the price of aluminum.

Expert perspectiveTimna TannersMay 13

A resolution to the mining situation in Panama could bring a few percentage points of global copper supply back to the market.

SpeculativeTimna TannersMay 13

The United States' strategic thinking may be shifting away from relying on Canada for its secure aluminum supply.

Expert perspectiveTimna TannersMay 13

The Middle East accounts for 9% of the global aluminum supply.

Expert perspectiveTimna TannersMay 13

Aluminum smelters in the Middle East that were hit by missiles will take 12 to 18 months to be rebuilt.

SpeculativeTimna TannersMay 13

Timna Tanners predicts that copper prices will not be significantly higher in a year due to several major mines coming back online.

SpeculativeTimna TannersMay 13

Some forecasts suggest the price of aluminum should be at least $4,000 per ton, compared to its recent price of $3,600 per ton.

Expert perspectiveTimna TannersMay 13

A prolonged war in the Middle East could cause a recession or depressed copper demand in Europe and Asia.

SpeculativeTimna TannersMay 13

Aluminum smelters in the Middle East are facing supply disruptions from a combination of direct missile hits, lack of alumina, and lack of LNG.

Expert perspectiveTimna TannersMay 13

U.S. steel demand is currently strong from data centers, border fence construction, utilities, and wind towers.

Expert perspectiveTimna TannersMay 13

Domestic U.S. steel mills are gaining market share as imports have declined due to 50% tariffs.

Expert perspectiveTimna TannersMay 13

Concerns about the availability of sulfuric acid and fuel are creating supply constraints for copper production in Peru.

Expert perspectiveTimna TannersMay 13

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