Thanks for the writeup. This is very interesting. One question: how stable is the demand for aluminum processing? It seems to me that aluminum processing can be linked to consumption cycle.
It's cyclical and linked to end market volumes, so in this case, you have to have a view on auto, aero, and aluminum can production, as well as non-res construction.
Thanks for the writeup. This is very interesting. One question: how stable is the demand for aluminum processing? It seems to me that aluminum processing can be linked to consumption cycle.
It's cyclical and linked to end market volumes, so in this case, you have to have a view on auto, aero, and aluminum can production, as well as non-res construction.