Analyst warnings: oversupply risk looms if new smelter capacity and global production ramp up – 02 November 2025
Some market analysts continue to flag possible oversupply down the line, especially if new smelter capacities and increased production from certain regions coincide with weakening demand — a factor to watch closely for 2026. Investing.com India+1
Market Snapshot (as of 02 Dec 2025):
- LME Cash Aluminium: ~ USD 2,826/t balajialuminium.com
- Key themes: tight supply, rising scrap/recycled demand, seasonal uncertainty, mixed long-term fundamentals
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