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LME focus day: Alumina market outlook
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Report summary
The fallout of a supply shock, the likes of which we have never witnessed in the alumina market, has led to the fast-tracking of multiple projects. Wood Mackenzie analyst Ami Shivkar presented our Alumina market outlook at LME focus day. The following topics were discussed: • Alumina supply shock accelerates refinery development plans • China’s role in balancing the ROW alumina market • The share of captive alumina supply • A glimpse of the alumina pricing mechanism over the past 50 years
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