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Tom Albanese’s departure from Rio Tinto last week was precipitated by substantial write downs in Rio Tinto’s aluminium businesses. Rather than just a case of a badly-timed bet on the global market for aluminium, this is the result of a bigger shift in aluminium markets. It is a structural shift in which speculative investors and Chinese state capitalism play a key role.
The views expressed in this report can be attributed to the named author(s) only.