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Given the commodity nature of the products, it's hard to increase customers' willingness to pay, especially since large-scale aluminum buyers have centralized their procurement functions to squeeze suppliers.
Gabriele Sorbara, who follows the industry at Williams Capital Group, thinks the time is ripe for some corporate mergers, although he notes it will be "selective" given the commodity price environment.
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We think the answer is a clear "no". First of all, audit firms already have little or no bargaining power, given the commodity-like nature of today's audits.
Investors probably will be very interested in the IPO, given the commodities prices are so high now".
But Republican lawmakers loathe giving the commodity commission a win while it is carrying out the Dodd-Frank law's broad mandate.
But given the strong commodity base, and the lack of adequate diversification of the Russian economy, I think all the focus will be on the commodities sector.
Production results also out, and as expected Glencore cutting capex guidance from December by $1.1bn-$1.1bn-$1.4bnthe weak commodity outlook, most likely to come out of coal and oil expansions.
Inflation expectations have come down in recent months and that, given the weakness of commodity prices, is hardly surprising (eventually, this will be good news for consumers, but only if they keep their jobs).
The payment was surely unsustainable anyway, given the fall in commodity prices, and thus BHP's profits, but Samarco ends any pretence.
But he should have done a lot better, given the explosion in commodity prices.
It might be more accurate, given the violence of the commodities sell-off, to have the headline read: "Prices Fall on Concern Demand May Disappear".
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Justyna Jupowicz-Kozak
CEO of Professional Science Editing for Scientists @ prosciediting.com