Commodities Comment:Aluminium cuts underway, but still more required
类型：投资策略 机构：麦格理证券股份有限公司 研究员：麦格理证券研究所 日期：2015-08-10
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Feature article.
As we recently noted, at current aluminium prices almost half the global costcurve loses money on a cash plus sustaining capital basis. This reflects boththe flat nature of the global cost curve plus the fundamental imbalance in themarket
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