That's not really true, especially as regards aluminum. The aluminum industry has some weird physical constraints. Alcoa has put out some engineering-heavy wh

That's not really true, especially as regards aluminum. The aluminum industry has some weird physical constraints. Alcoa has put out some engineering-heavy white papers on what actually happens and how the price and availability of power works in that industry. I can't find them at present but they were revelatory to me. In brief, you can't just arbitrarily turn up or down your aluminum operation. At some point the giant molten pots of aluminum freeze up and destroy your capital equipment.