Zombie aluminum smelters bring more pain, glut to global market

It is supposed to be a question without an answer, a test posed by the master to the disciple in the Zen journey toward enlightenment.

But it is also as good a description as any of the current state of global aluminum production.

The one hand clapping is that of the non-China world, where producer discipline has tamed supply sufficiently to drag the market into a state of deficit.