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La demanda de aluminio en el sector de la construcción sigue siendo un motor clave. Con los mercados inmobiliarios globales en diversos estados de cambio, ¿cómo ven las personas que esto se desarrolle en los próximos 12-18 meses? ¿Alguna región específica muestra resiliencia o una debilidad significativa?
Good point about infrastructure. I'm keeping an eye on the Middle East; they've got some massive projects that could really drive demand regardless of other market conditions.
Honestly, I'm more concerned about supply chain disruptions affecting aluminum availability, which could distort demand signals. Has anyone seen good data on that recently?
I think Europe is definitely showing some weakness, especially with higher interest rates impacting new construction. Asia, particularly Southeast Asia, might be more resilient for aluminum demand.
Hard to say. While residential might slow, infrastructure projects often pick up the slack, and those are big aluminum users. Governments are still investing.
Agreed on the varied states. North America seems mixed, with some areas still booming and others clearly slowing. It's not a uniform picture for aluminum demand here.
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