Aluminium market faces structural tightness due to supply constraints
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- of global aluminium
- 58-60%
The aluminium market is entering a structurally tighter phase driven by China's 45 million tonne production cap and rising electrification demand. With China producing 58-60% of global aluminium, its supply policies are crucial for pricing dynamics. Limited global smelting expansion further exacerbates supply constraints, shifting market sentiment towards long-term tightness.
Not investment advice. For informational purposes only.