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It’s not raining (enough) in Yunnan, a province in south-west China where low water levels in hydroelectric dams have forced power cuts to aluminium smelters which account for 12% of the country’s output of the metal.
Coming at the same time as an industrial dispute threatens deliveries of aluminium from two smelters in Norway and the seeds might have been sown for a re-run of conditions which sent aluminium to an
Citi pinpoint aluminium as having significant upside
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