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Aluminum's Parallel Universes And The Threats Both Face

By Stuart Burns

This is part two of an examination of high physical delivery premiums in the aluminum market. Read Part One for more background.

To say the aluminum market is a game of two halves is maybe a silly distortion of an equally silly saying, but in many ways the market in China and the market in the rest of the world almost exist in distinct but parallel universes. A graph from HSBC's excellent "Quarterly Global Mining and Metals Review" illustrates the point rather…