The CEO of aluminum maker Alcoa, Roy Harvey, stated China has been delivering on its planned curtailments in aluminum capacity, and boosting its demand for its own product. That hasn’t obviated the need for the Trump administration’s section 232 review of the industry. Indeed, the delay in completing the case has led to higher U.S.-bound exports of Chinese aluminum. They increased 23% in the past quarter on a year earlier, while China’s total exports rose just 5%. Panjiva analysis of over 850 country-product pairs shows that even though the U.S. accounts for four of the top seven expo...