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Pick a lens. Pick a row. The dossier opens beside it.
base_metal · primary
Bottom line
Aluminum sits on 3 federal critical-minerals lists. 🇨🇳 China leads mine output. The US is 60% net import-reliant (2025).
At a glance
Price · 2026 YTD
3,337$/mt
World Bank Pink Sheet · mean of 8 of 12 months
US net import reliance · 2025
60%
From ore to use
lifecycle flow
-
74.2Mt
China top · 2025
2.2Mt
net importer · 2025
1.8Mt
year-end · 2025
5.7Mt
Consumption, apparent · 2025
Coverage
Provenance
Methodology
The eight-stage lens, the observed-vs-estimated membrane, stage-honest supply, per-stage concentration, ownership resolution and the demand lens - the full method is illustrated live on copper, nickel and lithium.
Model inputs
This commodity's rows from strata's GCAM-CMM input bundle - graded supply curves (USGS reserves × benchmark cost model, 1975 USD/kg per GCAM convention), demand intensities, and the basis lineage that says exactly what each figure counts. These are inputs toGCAM: strata is the data; the model and its runs are PNNL's. Every file keeps its provenance header.
midstream_components_seed
ownership_control_seed
13 sources · titles open the source card · url opens the publisher