Australia's ban on export of alumina to Russia following the war in Ukraine sent prices on a rollercoaster ride in the first half of 2022. Uncertainties surrounding the supply-demand dynamics and policies continue to loom ahead.
In the aluminum markets, Chinese smelters have been ramping up production but are facing operational losses, while elevated energy prices and operational challenges threaten further smelter curtailments in the Atlantic basin.
In this podcast, S&P Global Commodity Insights' senior managing editor Mok YuenCheng discusses with pricing specialists Jenson Ong and Germaine Lee, and analyst Lucy Tang on what lies ahead for the alumina and aluminum markets this year.
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