aluminium prices

So it looks like price fixing (or at least blatent market manipulation) isn't limited to oil and precious metals:

http://www.cnbc.com/id/100746255?region=world

Not sure what this means to MHM, if this is upheld the likely outcome will be outflows from the massive amount of aluminium stored:

http://www.kitcometals.com/charts/aluminum_historical.html

And a likely drop in Aluminium prices, primary smelters will be under severe pressure, they're only borderline profitable at the minute, the aluminium price is at near five year lows already with a slow down in China.

Ironically the massively efficient and cost effect recycling activity in the Aluminium industry almost seems to put more pressure on the primary smelters.

It would seem that a falling aluminium price puts pressure on the value of the MHM process, as resale of the aluminium must make up a large part of its cost effectiveness. That said, reading between the lines in the CNBC article implies that further contraction of primary smelting will force Alcoa to aggressively seek efficiency gains and value add elsewhere, and salt slag reprocessing would seem to fit this nicely?