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ALUMINUM AND ALUMINA MARKET DYNAMICS 102218

RIO TINTO – – – DISTRIBUTION OF NEXT $4 BILLION IN GRASBERG AND DUNKERQUE PROCEEDS AND NEXT BIG CAP EX PROJECTS FOR 2019 10/22/2018

METALS – – PRO-BUSINESS 21% INCOME TAX RATES, DEREGULATION, PROENERGY, PRO-MINING, STEEL & AL TARIFFS SURVIVE 2018 AND 2020 VOTES 10/18/2018

ALUMINUM INDUSTRY – – COST ESCALATIONS LARGE AND SOME PAST SALES CONTRACTS PREVENT COST RECOVERIES 10/16/2018

FOREST PRODUCTS – – WOOD PRICE DECLINES LARGER THAN EXPECTED; NO RUSH TO UPGRADE LPX OR OSB BACK TO OVERWEIGHT 10/13/2018

MOSAIC CORP. ENJOYS MILD REBOUNDS IN PHOSPHATE AND POTASH PRICES; VALE FERTILIZER ASSETS PROFITABLE 10/12/2018

SPOT MARKETS – – INVENTORIES MAKE NEW LOWS; NON-EXCHANGE TRADED URANIUM, MN, ALUMINA GRAPHITE AND MET COAL FIRM WHLE EXCHANGE LISTED METALS PRICES SOFT 10/12/2018

CONTAINERBOARD INDUSTRY SENTIMENT SWINGS FAR BEARISH; WE UPGRADE PKG AND IP TO OVERWEIGHT 101218

CENTURY ALUMINUM MAKES SIX YEAR ALUMINA SUPPLY CONTRACT 10/9/2018

FIRST QUANTUM MAY REFOCUS ON COBRE PANAMA OPTIMIZATION “BY PROCESS OF ELIMINATION” DUE TO WORSE POLITICAL RISKS ELSEWHERE 10/08/2018