I dont think the energy market there detracts from aluminum as they are utilizing thermal excess energy and remote sources that lack infrastructure to transport the energy to places it would be used. All commodities are doing well and likely to boom over ten years, so long as there is growth worldwide and weak currency, the supply and demand will force up prices because of costs to establish mines determine supply and pricing.
Peter Schiff is just someone who goes my long term macro economic rules, I do think he has a blind spot to technology a bit but mostly its because his perspective is by the decade. The publicity does him good regardless, plenty of people remain outside of crypto and skeptical of its long term viability so that hasnt gone away. The funniest thing I saw recently is JPM the bank sees BTC price target as 126k quite possible and Jamie Dimond who runs the bank says BTC is worthless.
Thats a positive because I dont want everyone on the same side of the boat all agreeing all bullish, I would have to expect a bigger sell at that point.