Cracks in the supply chain? US delisting Chinese stocks could open new doors for aluminium businesses elsewhere

The latest shot fired in the ongoing US-China economic standoff could have far-reaching implications for the global aluminium industry. Speaking in no uncertain terms, Scott Bessent, an economic advisor to former President Donald Trump, stated that “all options are on the table,” including the delisting of Chinese companies from American stock exchanges. While the statement is loaded with geopolitical overtones, its economic reverberations are particularly significant for the global commodities market — aluminium being one of the most affected.

Image for referential purposes only and does not depict original scenario (source: https://www.smallcase.com/)