Aluminium to $3,600 by Q4 2026: the warrant-scarcity case
LME aluminium settled at $3,327.50 on August 10 with exchange stocks at a 1998 low. Why the base case is $3,600 by Q4 2026 - and what breaks it.
August 2026
LME aluminium settled at $3,327.50 on August 10 with exchange stocks at a 1998 low. Why the base case is $3,600 by Q4 2026 - and what breaks it.
KortanaFX has carried a “temporarily paused” notice since at least January 2026 and has not posted to its 13,300-subscriber Telegram channel since 22 July 2024.
USD/CNH reaches 6.6500 by December 31, 2026 in the base case, 6.5200 in the bull case and 6.9200 in the bear case.
Leeloo Trading charges $250-$850 a month and its trailing drawdown tracks unrealised open equity - but it does not publish its profit split at all.
The US 2-year Treasury yield sits at 4.19%, pricing Fed hikes. July payrolls fell 23,000. Base case: 3.75% by December 31, 2026 as the hike premium unwinds.
Lark Funding pays out in about six hours, but a 20% margin-utilisation rule that sits outside the signed contract has been used to deny a $5,900 payout.
FFN splits funded into Sim Funded Pro at 80% and Live Funded Pro at 90%. What every rival calls funded is FFN's lower tier — and the conversion rate is unpublished.
OFP Funding skips the evaluation, then gates payouts on an Inconsistency Score it never defines. Trustpilot has also pulled its rating. Instant funding moves the filter.
Iron ore is at $94.45 and consensus already says $95 for the year. Simandou is shipping three times faster than Rio Tinto guided. Base case $85 by Q4.
Trade The Pool funds US stocks through Interactive Brokers, not a simulated feed. That is why its rules are microstructure rules — and why 70% is not the whole story.
FTMO now owns OANDA and its licences in eight markets. But the challenge you buy is still unregulated simulated trading — and the split starts at 80%.
SabioTrade pays weekly with a $1 crypto minimum, but its 6% drawdown trails from peak closed balance and never stops. The capital is simulated, not real.
TopTier Trader is now TX3 Funding, and the rebrand halved the drawdown allowance. Most reviews still quote terms the firm no longer offers.
Topstep review: the Combine and Express accounts are simulated, the 50% best-day rule delays payouts, and only the Live account risks the firm's capital.
EUR/GBP sits at 0.8570 with the BoE and ECB tightening into the same energy shock. Base case 0.8450 by year-end, and the September vote splits decide it.
Nordic Funder brands itself Scandinavian, but its own terms name Forest Park FX LTD as counterparty — and Trustpilot carries unresolved Tradiac complaints.
StoneX cut its 2026/27 cocoa surplus forecast 94% to 25,000 tonnes while ICE stocks hit a two-year high. Base case $6,300, bull $7,400, bear $4,860.
Also filing this week: Rick Steves and Karthik Subramanian.