MARKET TALK: LME Aluminum Fundamentals Neutral - SocGen

LME aluminum continues to look "decidedly neutral" in purely fundamental terms at least, with much bigger supply side disruptions needed to overcome bias to surplus this year, says Societe Generale analyst Stephen Briggs. Notes recent fall in global exchange stocks but capacity restarts are still outweighing disruptions, Briggs adds. LME aluminum is +2% from Friday's low, at $2,870.50/ton.