offtake · non-aligned supply brief

Aluminum (Al)

base · criticality 5/10 · substitutability: moderate

MOS Rank

#5

score 21.8 · conf 57%

Published 2026-04-17 · Mineral Opportunity Score ranks all 58 tracked minerals by broker profitability.

Why this week

  • —Liquid exchange — low broker spread

Supply concentration

62% of global production is in China + Russia

HHI 3400

China 57% · Russia 5%Non-aligned 38%

Top producers

  • China57%
  • India6%
  • Russia5%
  • Canada5%
  • Australia3%

Non-aligned producers (1 tracked)

AssetOperatorCountryCapacity tpaStatus
KitimatRio Tinto AlcanCA432,000operating

Get next week's brief

Every Monday: the top 3 critical minerals ranked by broker opportunity, with non-aligned supply signals. No spam, unsubscribe anytime.