Group 1 - The alumina market has seen a decrease in prices from the highs at the end of 2024 due to resolved supply disruptions, stabilizing around $360 to $370 [3] - The alumina market is expected to be in surplus for the second half of the year and into 2026, with new capacities coming online from Indonesia and China [3] - Indonesian smelting capacity delays are anticipated, which may contribute to a greater surplus in the alumina market [3] Group 2 - An update on the aluminum market was mentioned, but specific details were not provided in the available content [4]