聚焦印度尼西亚铝供应-Aluminium Indonesia supply in focus

Global Research ab 8 August 2025 Diverging S&D outlooks between aluminium & alumina After a detailed review of the S&D outlook for the aluminium supply chain we remain structurally positive on aluminium fundamentals driven by limited supply growth, but cautions on the fundamental outlook for alumina. Preferred stocks for aluminum exposure are Hydro & Press Metal (BUY) vs Alcoa & S32 (Neutral). Aluminium: Limited supply growth creates +ve outlook Aluminium Indonesia supply in focus Primary aluminium demand h ...