aluminum industry analysis, market outlook & forecasts
latest intelligence reports...
China materially impacting ROW’s primary aluminum demand, Asia the most affected
China is materially impacting ROW’s primary aluminum demand amid booming exports of aluminum semis and falling scrap imports...
We Continue to Expect 7 cent/lb ($150 per mton) before the End of 2016
As anticipated by HARBOR, aluminum premiums peaked early this year and are now falling sharply. Since early February, premiums in Asia, Europe and the Americas have...
Prices at multi-month highs, yet outlook not that bullish
From a fundamental standpoint, the price outlook doesn’t look that bullish. Sentiment toward the aluminum market (per HARBOR’s proprietary indicator) has deteriorated further and now stands at...
Slightly Less Bullish Bauxite, Slightly More Bullish Alumina
HARBOR has materially downgraded its 2015 global bauxite market deficit forecast from 6.9 to 3.0 million mton on increasing bauxite production in Malaysia and India. Indeed, increasing bauxite production and exports from Malaysia and India has pushed the Chinese domestic market into a slight surplus for now. Bauxite imports climbed to fresh 14-month highs in March and surpassed imported bauxite consumption for the first time since...
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