aluminum industry analysis, market outlook & forecasts
latest intelligence reports...
Downgrading demand on Chinese semis exports and scrap availability
ROW’s primary aluminum demand has been weakened by booming Chinese exports of aluminum semis and increased scrap availability in the US...
More LME Vlissingen Cancelations Needed to Avoid Decline in Premiums During 2015
We see P1020 aluminum premiums falling gradually in 2015 and 2016, but reaching...
Downgrading 2015 forecasts on deteriorating fundamentals and sentiment
LME 3M aluminum prices in short term downward trend. Aluminum prices have fallen over 4% in the last month...
ROW’s Alumina Demand Recovery Overshadowed by Increasing Production
ROW’s metallurgical alumina production reached a ten-month high amid higher output in Latin America and North America. In January, ROW’s alumina production increased 0.3% m/m or 0.177 million mton to an annual run rate of 54.126 million mton. ROW’s output has continued to recover after reaching in October its lowest level since Q3 2009. Output gains in Latin America (1.943 million mton annualized) and North America (0.165 million mton annualized) offset lower production in Australia (down 1.048 million mton annualized) and Asia exc. China (down 0.612 million mton annualized).
*click here to view all of our reports