Benchmark three-month aluminium on the London Metal Exchange (LME) extended its decline on Thursday, slipping to its lowest level in more than four months.

The metal traded down 0.8% at $3,053 a metric ton, marking a continued retreat from recent highs as market dynamics shifted against industrial commodities.

The price action reflects a broader unwinding of risk premiums that had previously supported base metals.

Traders are increasingly pricing in a stabilization of supply chains, particularly following signs that output in the Gulf region is recovering.

This development has reduced the urgency of supply-side hedging, allowing selling pressure to dominate the session.

A strengthening US dollar also contributed to the downward momentum, making dollar-denominated commodities more expensive for holders of other currencies.