For now at least, aluminium producer Rio Tinto Alcan is finding that its customers remain noticeably more bullish that the broader market, chief executive Jacynthe Côté said on Wednesday. “We are watching very carefully, but the demand seems to be holding,” she said at the RBC Global Metals and Mining Conference, after a question on the negative sentiment regarding real demand for industrial commodities. “Even with everything we hear in Europe right now, and we are tracking our customers very closely, I think it is the first time in the industry for me that our customers are so much more bullish than the global macro market.”
See http://www.miningweekly.com/article/customers-more-bullish-than-market-alcans-ct-2010-06-09.