Industrial
Aluminum supply chain
Alumina refining, carbon anodes, and power-hungry smelters for lightweighting.
Curated sector reports
Aluminum supply chain
Industrial·⚠ Smelter power & alumina refining
Key chokepoints (2)
Alumina refining (Bayer process)
⚠ active chokepoint
China imports bauxite and refines most alumina; refinery outages tighten global supply.
Related tickers: AA
Smelter electric power
⚠ active chokepoint
Smelters curtail on power price spikes; Europe lost significant capacity in the energy crisis.