Alumina Surplus Delaying Price Rally

 

KEY MESSAGES

ALUMINA

1. World’s metallurgical alumina production reaches fresh record-highs. Alumina production growth…

2. ROW’s production increased to fresh-record highs amid gains in Asia, Latin America and Australia. Production stood in…

3. High alumina production rates in ROW have kept the market in a surplus which has suppressed prices. ROW’s market balance has…

4. Alumina prices remain at unsustainably low levels. Current alumina spot prices of…

5. HARBOR sees alumina prices rallying toward $… per mton in the 2021-2022 period.

 

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