| payload |
{"created_at":"2026-04-06T10:32:34.542 {"created_at":"2026-04-06T10:32:34.542932+00:00","dedupe_key":"signal_enriched:opportunity_research_delta:bf6341a56ce1d0b9","evidence_event_ids":["evt_5a7bbe2d30a7"],"signal_type":"opportunity_research_delta","source":"opportunity_research_ingestor","value":{"aggregator_url":"https://www.alcircle.com/blog/emerging-structural-tightness-in-aluminium-supply-constraints-chinas-cap-electrification-demand-driving-tightness?srsltid=AfmBOoqkAPrjhdiMV4P7TXGx5Cd4vM7LpmC8i_6hxcKW--rAJ4uywP7y","as_of":"2026-04-06T10:32:34.542932+00:00","canonical_url":"https://www.alcircle.com/blog/emerging-structural-tightness-in-aluminium-supply-constraints-chinas-cap-electrification-demand-driving-tightness","enrichment":{"aggregator_url":"https://www.alcircle.com/blog/emerging-structural-tightness-in-aluminium-supply-constraints-chinas-cap-electrification-demand-driving-tightness?srsltid=AfmBOoqkAPrjhdiMV4P7TXGx5Cd4vM7LpmC8i_6hxcKW--rAJ4uywP7y","article_chars":2914,"article_truncated":false,"blocked_reason":null,"candidate_id":"sc_8272ae74834b30d1","canonical_host":"alcircle.com","canonical_is_aggregator":false,"canonical_url":"https://www.alcircle.com/blog/emerging-structural-tightness-in-aluminium-supply-constraints-chinas-cap-electrification-demand-driving-tightness","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-06T10:33:20.084880+00:00","extraction_method":"heuristic","fetched_description":"Aluminium market enters structural tightness driven by China\u2019s cap, supply risks and electrification demand shaping global outlook.","fetched_title":"Aluminium Market Tightness: Supply & Demand Outlook 2026","final_url":"https://www.alcircle.com/blog/emerging-structural-tightness-in-aluminium-supply-constraints-chinas-cap-electrification-demand-driving-tightness?srsltid=AfmBOoqkAPrjhdiMV4P7TXGx5Cd4vM7LpmC8i_6hxcKW--rAJ4uywP7y","html_truncated":true,"paywall_likely":false,"publisher_domain":"alcircle.com","publisher_resolution":"canonical_url","requested_url":"https://www.alcircle.com/blog/emerging-structural-tightness-in-aluminium-supply-constraints-chinas-cap-electrification-demand-driving-tightness?srsltid=AfmBOoqkAPrjhdiMV4P7TXGx5Cd4vM7LpmC8i_6hxcKW--rAJ4uywP7y","source_event_id":"evt_5a7bbe2d30a7","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"e701cba31ee18035","published_at":"","publisher_domain":"alcircle.com","query":"aluminium market LME stocks smelter energy costs china supply update","signal_understanding":{"analysis_basis":"article","claim_confidence":0.9,"dates_mentioned":[],"entities":[{"asset_class":"metal","name":"China","relevance":"high","symbol":"CN","type":"country"},{"asset_class":"metal","name":"Indonesia","relevance":"high","symbol":"ID","type":"country"}],"event_type":"research","information_gaps":["Details on the specific impacts of Indonesia's emerging role on global supply are not provided.","The potential effects of any changes to China's production cap are not quantified."],"key_facts":["China produces approximately 58-60% of global aluminium.","China's production cap is a response to energy and carbon control measures.","Indonesia is becoming a key incremental supply hub for aluminium."],"numeric_claims":[{"label":"China's aluminium production cap","value":"45 million tonnes"},{"label":"China's global aluminium production share","value":"58-60%"}],"primary_claim":"China's primary aluminium production is capped at 45 million tonnes, significantly influencing global supply dynamics.","relevance_score":0.85,"sentiment":"neutral","source_quality":"high","summary":"The aluminium market is experiencing structural tightness due to China's production cap of 45 million tonnes, rising electrification demand, and limited global smelting expansion, with Indonesia emerging as a secondary supply hub.","topics":["aluminium","supply chain","China","Indonesia","market dynamics"]},"snippet":"With China's production capped at 45 million tonnes, western smelting constrained by elevated energy costs, secondary supply limited by scrap availability ...","source":"web_search","source_domain":"alcircle.com","summary":"With China's production capped at 45 million tonnes, western smelting constrained by elevated energy costs, secondary supply limited by scrap availability ...","title":"Aluminium Market Tightness: Supply & Demand Outlook 2026","url":"https://www.alcircle.com/blog/emerging-structural-tightness-in-aluminium-supply-constraints-chinas-cap-electrification-demand-driving-tightness"}}... |