Aluminium cuts in the offing following US sanctions
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- A jaw-dropping announcement
- UC Rusal's alumina footprint
- Atlantic smelters running out of alumina
- Atlantic aluminium smelters may be the unintended casualty of the US sanctions
- Crunching the numbers: Just how much more alumina do the Atlantic smelters need to avoid temporary curtailments?
- Can China come to the rescue?
- How high can alumina prices go?
- What's the risk of temporarycurtailments?
Tables and charts
This report includes the following images and tables:
- Alunorte alumina export destinations
- Ireland alumina exports
- Alumina supply loss
- Alumina prices smash through the historical 22.5% price cap
What's included
This report contains:
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