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A demanda por alumínio no setor da construção continua sendo um fator chave. Com os mercados imobiliários globais em vários estados de fluxo, como as pessoas estão vendo isso se desenrolar nos próximos 12-18 meses? Alguma região específica mostrando resiliência ou fraqueza 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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