Fact: Rzzro's price feed shows LME aluminum at n/a and SHFE aluminum at n/a.
The market signal is supply normalization and China capacity discipline. This is not a clean demand breakout; it is a balance between price pressure and supply discipline.
Rzzro view: buyers should separate spot price action from the upstream constraint that will matter most over the next 3-6 months.
What this means for buyers
Keep 2-4 months covered when LME aluminum is below $3,550/mt. Reprice faster if Gulf alumina flows, bauxite availability or China power policy shift at the same time.