Further to Coxos comment, please see attached article regarding Russian alu sanctions. Distortion in the market creates price rises anyway, looks also as this could be an export opportunity for Chinese alu, increasing alumina and bauxite demand in China even further?
Possible impact on the global aluminium market as the US and UK launch a new round of sanctions against Russian aluminium | Shanghai Non ferrous Metals
2024 Production Progress, page-93
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