aluminum_operating_model Dashboard Packs

Aluminum consensus expectations, standardized demand proxy dashboard, demand-supply balance, staleness, margins, unit economics, and explicit coverage gaps.

1. Master Regime Map
2. Master Regime Panels
3. Demand-Supply Balance Expectations
4. Supply Expectations
5. Demand Expectations
6. Margin Cycle
7. Unit Netback
8. Commodity Staleness Time Series
9. Aluminum Staleness by Company
10. Aggregate Strip Revenue / EV Sensitivity [coverage_gap]
11. Company Aluminum Production and Strip Revenue Proxy [coverage_gap]
12. Company Strip Revenue / EV Sensitivity [coverage_gap]
13. Company Universe Appendix

Company data-cleaning review pack for aluminum dashboard inputs.

1. Applied Cleanup Summary
2. Review Queue Counts
3. Cleaned Demand Series Review
4. Cleaned Demand Aggregate Delta
5. Artifacts

Used supply series table, supply anomaly review, cleaned-series review, and raw supply company panels.

1. Supply Companies and Used Series
2. Supply Data Anomaly Review
3. Cleaned Supply Series Review
4. Raw Supply / Capacity / Production by Company

Used demand proxy series table, demand anomaly review, cleaned-series review, and raw demand proxy panels.

1. Canonical Demand Proxy Companies and Used Series
2. Demand Proxy Coverage Gaps and Fallbacks
3. Demand Proxy Candidate and Recommendation Review
4. Demand Proxy Excluded or Not-Used Candidates
5. Demand Proxy Data Anomaly Review
6. Cleaned Demand Proxy Series Review
7. Raw Demand Proxy Series by Company: Transport Lightweighting
8. Raw Demand Proxy Series by Company: Packaging
9. Raw Demand Proxy Series by Company: Construction
10. Raw Demand Proxy Series by Company: Electrical Grid
11. Raw Demand Proxy Series by Company: Aerospace Defense
12. Raw Demand Proxy Series by Company: Industrial Consumer Durables