BLACK CHINA BLOG - February, 2017


In 2015, our Managing Director Paul Adkins predicted that by 2018 Malaysia’s bauxite export bonanza will be dead or close to dead.  But we were out by a year – it’s now looking like Malaysia’s bauxite activity will die this year. Since Indonesia banned its ore exports including bauxite in 2014, Malaysia’s bauxite exports to China […]

By: Kathy Liu | Read More

Hey folks! It’s our pleasure to announce we’ll be holding our second Facebook Live Broadcast on Thursday February 16th at 8:00am NY time. The topic for this discussion will be:  “What’s going on in Carbon prices and what does it mean for the international aluminium industry?” As we’ve seen this past couple of weeks, there […]

By: Steph | Read More

  The Ministry of Environmental Protection (MEP) has proposed measures in a draft policy document aimed at curbing the deteriorating air quality around key cities such as Beijing, Tianjin and the surrounding areas. The draft rule includes a total of 28 cities in Shandong, Henan, Shanxi and Hebei provinces. Yesterday, it was announced that the first […]

By: June Wang | Read More

Last week was the first week after Spring Festival.  SHFE aluminum’s main contract is supported strongly around ¥13,500 per ton; while the overall LME aluminum price was above the average, and it has a larger bounce than the Shanghai aluminum price. At present, from the supply side, the output of electrolytic aluminum during Spring Festival […]

By: Monte Zhang | Read More

The feature chart tells a story that subscribers to our Weekly Carbon Monitor are already across.   Since the start of January, prices have taken off. The lower quality material has risen by 17.5% in 2 months, and that’s on an 8-week moving average basis. The thing is, anode prices are the last to react. […]

By: Paul Adkins | Read More

SMM today published a story reporting production statistics for January 2017.  According to the Shanghai-based company, January’s aluminum production came in at 3.04 million tons. That’s a record high for China.  On a daily basis, it equates to 98,000t per day. But there’s always a problem with the official numbers that come out of China […]

By: Paul Adkins | Read More
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