Aluminum Industry Dashboard Pack
Fresh oil/copper-style aluminum dashboard pack rendered from current local standardized outputs. BQNT remains a raw CSV extraction layer; local builders own cleaning, aggregation, charting, HTML, registry, and validation.
Master Regime Map
Back to topCommodity price history with compact regime z-score map below it.
Master Regime Panels
Back to topAbsolute values and z-scores for the main regime signals.
Demand-Supply Balance Expectations
Back to topDemand and supply expectations are aligned on the shared standardized sidecars; any date mismatch is noted in the readout.
Supply Expectations
Back to topAluminum metal supply expectations are rendered through the shared oil/copper-style eight-panel Supply Expectations template. Alumina, bauxite, downstream fabrication, and duplicate feed rows are excluded from the dashboard feed. China Hongqiao uses an analyst-approved sales-volume supply proxy; its contaminated production-estimate history is excluded rather than blended.
Demand Expectations
Back to topCanonical aluminum demand proxy composite built from standardized demand headline, bucket, and coverage sidecars.
Demand Bucket Detail Dashboard
Per-bucket demand y/y and z-score panels. Each bucket uses the same date window as the headline demand composite for visual comparison.
Margin Cycle
Back to topSegment-matched margin-cycle indicators with profit bases kept separate.
Unit Netback
Back to topUnit economics, cost curve, or netback indicators with definitions and units kept separate.
Commodity Staleness Time Series
Back to topMarket or strip price versus consensus/deck estimates through time with sign convention and coverage shown.
Aluminum Staleness by Company
Back to topLatest company-level commodity deck or estimate staleness view using short company names.
Aggregate Strip Revenue / EV Sensitivity
Back to topAggregate strip-linked revenue proxy versus enterprise value.
Status: Coverage gap / not implemented in this commodity pilot.
Reason: Aluminum strict-parity candidate lacks a reviewed strip-linked revenue and enterprise-value normalization source. The section is carried as an explicit coverage gap until the next source-discovery or BQNT handoff pass.
Required data:
- Reviewed aluminum strip-linked revenue proxy
- Enterprise value history or current EV normalization
Current available data: No reviewed strip-linked revenue / EV source is promoted for this run.
Next step: Use the standardized BQNT handoff queue for source discovery and promotion.
Company Aluminum Production and Strip Revenue Proxy
Back to topCompany-level production estimates and matching strip-linked revenue proxy.
Status: Coverage gap / not implemented in this commodity pilot.
Reason: Aluminum strict-parity candidate lacks a reviewed strip-linked revenue and enterprise-value normalization source. The section is carried as an explicit coverage gap until the next source-discovery or BQNT handoff pass.
Required data:
- Reviewed aluminum strip-linked revenue proxy
- Enterprise value history or current EV normalization
Current available data: No reviewed strip-linked revenue / EV source is promoted for this run.
Next step: Use the standardized BQNT handoff queue for source discovery and promotion.
Company Strip Revenue / EV Sensitivity
Back to topCompany-level strip-linked revenue proxy normalized by enterprise value.
Status: Coverage gap / not implemented in this commodity pilot.
Reason: Aluminum strict-parity candidate lacks a reviewed strip-linked revenue and enterprise-value normalization source. The section is carried as an explicit coverage gap until the next source-discovery or BQNT handoff pass.
Required data:
- Reviewed aluminum strip-linked revenue proxy
- Enterprise value history or current EV normalization
Current available data: No reviewed strip-linked revenue / EV source is promoted for this run.
Next step: Use the standardized BQNT handoff queue for source discovery and promotion.
Company Universe Appendix
Back to topCompany universe, demand buckets, and latest same-store supply company set.
