Aluminum Corporation of China Limited in 1 story
The narratives 601600.SS currently appears in, with its side and exposure in each.
Bull side
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Bear side
1 story- Carbon Gets a Customs Booth
601600.SS in “Carbon Gets a Customs Booth”
FadingExposure: not rated yetEurope’s carbon border turns emissions intensity into a trade cost and low-carbon production into a competitive moat.
High power-related emissions can erode the cost advantage of Chinese primary aluminum entering Europe.