Our cross-sector analysis suggests that a structural decline in areas of stranded
energy is occurring and could result in a deceleration in capacity build in key
regions unless aluminium prices reflect the economic value of energy imbedded
within the metal.

Liquefied Natural Gas: We view the development of the LNG market as
ushering in a phase of decline in areas of stranded energy, including the
Middle East and Trinidad & Tobago, which are coincidentally seen by the
industry as important regions for production growth.

A structural decline in stranded energy? (подпункт статьи)

The decline in stranded energy globally, is expected to be inflationary for the aluminium market