March 23, 2022
KEY MESSAGES
-
So far, no Russian aluminum exports have been sanctioned nor restricted amid the current geopolitical crisis.
-
If Russian aluminum exports were to be disrupted or sanctioned…
-
World’s total aluminum production (primary and secondary) booming in…
-
Given record-high LME aluminum prices and product premiums, an export arbitrage…
-
As things stand, HARBOR continues to forecast…
-
In fact, signs of aluminum demand destruction are…
-
Range of possible near-term outcomes for LME prices still wide, but from current record levels, we continue to see…