Aluminium Outlook – Supply Risks & Capacity Investment Trends

  • Public Equity
  • Materials
  • North America


Former executive at Alcoa Corp


  • Geopolitical risk factors and potential supply gap event, focusing on potential White House and LME (London Metal Exchange) bans on Russian aluminium
  • European production curtailment and aluminium smelter economics
  • Trends in future capacity investment and output level impact
  • Reshoring aluminium production capacity across regions, particularly in North America


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