MS

Morgan StanleyB

NYSE / Financial Services

At close

2026-06-02

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conflict / systemic issueSentiment +40

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Decided

2026-05-28

Aluminum Market Tightness Could Continue for 'Long Time,' Morgan Stanley Says

Bloomberg says Morgan Stanley metals strategist Amy Gower expects Iran-war-driven aluminum tightness to persist because damaged smelters may need about 12 months to restart. The main read-through is firmer aluminum pricing and a positive tilt for Materials/metals exposure rather than issuer-specific impact.

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Sentiment decomposition

+18.4

30-day score

Company+23.655%

Macro+18.630%

Pulse-32.015%

The 30-day sentiment score is a decayed blend of Company, Macro, and Pulse components.

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As of 2026-06-03 • Updated scheduledSource: News desk