Aluminum Demand Destruction and Booming Production
March 23, 2022
KEY MESSAGES
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So far, no Russian aluminum exports have been sanctioned nor restricted amid the current geopolitical crisis.
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If Russian aluminum exports were to be disrupted or sanctioned...
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World’s total aluminum production (primary and secondary) booming in...
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Given record-high LME aluminum prices and product premiums, an export arbitrage...
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As things stand, HARBOR continues to forecast...
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In fact, signs of aluminum demand destruction are...
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Range of possible near-term outcomes for LME prices still wide, but from current record levels, we continue to see...