Norsk Hydro CEO on Aluminium Pricing, Tariffs, China

The video discusses the current state of the global aluminium market, highlighting a global deficit and reduced production expectations. It examines the impact of trade situations and tariffs, particularly in the US, on aluminium prices. The role of China is analyzed, noting its significant production and consumption levels, as well as increased exports due to price arbitrage. The video also covers growth in the US market, especially in downstream businesses and the automotive sector, where aluminium is increasingly substituting other materials.

What is the current global situation regarding the aluminium market?

How have the expectations for global primary production changed?

What impact have the US import duties had on aluminium prices?

What are the current trends in China's aluminium production and consumption?

What concerns are raised regarding the future of the aluminium market?