Is Brazil becoming a net exporter of primary aluminum?

Commodities Focus - A podcast by S&P Global Commodity Insights

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Brazil has shifted to become a net importer of primary aluminum since 2014, but the COVID-19 pandemic has changed the market outlook. Is the increase in Brazilian P1020 exports here to stay? How does this situation impact domestic supply? Adriana Carvalho and Henrique Riberiro of S&P Global Platts look at those issues and more.