MarketPulse

smelting capacity

2 articles
BenzingaBenzinga··Stjepan Kalinic

Aluminum's Hidden Crisis: Gulf Disruptions Spark 2M Ton Shortage by Year-End

Gulf region supply disruptions create 2 million ton aluminum deficit by 2026 year-end. Europe and U.S. face severe shortages; China gains export advantage while Quebec emerges as strategic Western alternative.
AARIObase metalselectricity costs
BenzingaBenzinga··Stjepan Kalinic

U.S. Copper Constraint Shifts to Processing Rather Than Mining Capacity

U.S. copper constraint shifts from mining to processing capacity. Smelting and refining lag behind production, limiting supply chain despite strong mining output and elevated prices.
RIOCOPXGLNCYelectrification demandcopper supply