Research · Meridian Data
Written by the analysts who run the books. No house view, no price targets dressed up as forecasts — each note states its own balance, its assumptions and the conditions under which it is wrong.
A $1.40 front spread looks tight until you notice that the prompt contract is now a fraction of the volume it was five years ago.
Tomas Lindqvist · Head of Energy
Read the note →The market has discounted the tighter cap. It has not discounted what a €90 allowance does to the marginal European aluminium smelter.
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