| Is the world aluminium market in a supply-demand deficit or surplus? It's a simple enough question but an extraordinarily difficult one to answer. That much was clear at last week's LME Seminar. Two respected bank analysts, Citi's David Wilson and Natixis' Nic Brown, offered diametrically different views.
Deficit, according to Brown, and one that will steadily increase over the next two years. Surplus, according to Wilson, with no sign of deficit until 2017 at the earliest. Calculating supply-demand balances in any industrial metal is a tricky business, but the problems are compounded in aluminium...............................................Full Article: Source
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