I'd agree with Kalenn about Aluminum price rise, likely due to refineries closing down locally in China.
But the bauxite "surplus" not being used there will be taken up by other countries, whether for Aluminum production or other applications.
I haven't read anything about surplus concerns so far, but happy to be corrected.
The main point remains though, hopefully Canyon isn't too far in bed in MCC or China as the current situation could change the perception on bauxite supply worldwide.
I'd agree with Kalenn about Aluminum price rise, likely due to...
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