In short: Cited as a research/market source: "one of the world's largest commodity traders" called the spring Gulf smelter outages — an annualized 2 million tonnes of lost output — "a black swan" and estimated this year's global aluminum deficit at "a minimum of 2 million tonnes." A supply data point, not a rated company.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.