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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (185551)	3/20/2022 10:56:22 AM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 217802

Aluminum supply is plenty just speculators run it up. About 2 years ago I analyzed this market, just look up the deposits of Bauxite worldwide. Deripraska took advantage of cheap electricity in Siberia like Irkutsk and build Rusal. The Bauxite comes from overseas like S. America (think Guiana) Africa, Turkey etc., World reserves of bauxite exceed 20 billion tonnes, with Guinea, Australia, Brazil, Vietnam and Jamaica holding over 50% of this figure. In 2019 it is estimated over 400 million tonnes of bauxite was produced with 140 million tonne being traded around the globe. China is the largest importer at ~100 million tonnes. Wheat and corn are more interesting as the planting season arrives and Ukraine was a big grain suppliers including sunflower oil. Russia and Kazakhstan are also big producers and they export trough the Black Sea and there they can have problems as Turkey is a NATO country also eager to flex its muscles I am certain that grains already went trough the roof