Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Aluminum Shortage Squeezing Global Manufacturing
Lucas and Luna explore why aluminum prices are decoupling from oil, driven by a structural supply crunch rather than demand spikes. With BZ crude up three point four percent over five days but aluminum costs rising independently, the duo examines how energy-intensive production in China and constrained capacity in the West is creating a green premium that reshapes manufacturing margins. They look at specific bottlenecks in smelting capacity and what this means for the broader commodities economy as we move through October 2026.
#AluminumShortage #GreenPremium #CommoditiesEconomy…
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