BLACK CHINA BLOG - March, 2017


Liaocheng smelter in Shandong province will close 30% of its smelting capacity next winter.  The city fathers have announced they will implement cuts to factories in a wide variety of industries, including cement, steel, pharmaceutical, pesticide and aluminum. We understand the smelter will run at top possible amps in the run-up to the shut-down. The announcement […]

By: Paul Adkins | Read More

Those of you who have been following China’s aluminum industry for some time will know that China has had several attempts at curbing old inefficient smelters, with modest success (for “modest”, read “almost none.”) Back in 2004/2005 China outlawed any smelter that was under 50,000t capacity.  The idea was to force Soderberg plants to close. […]

By: Paul Adkins | Read More

From 2017 February 15th to March 15th, the central environmental inspection team did the first air quality inspections for 2017. As we reported last week, the inspections had a direct though small impact on the aluminum industry. Linfeng Aluminum and Power idled 50 pots and shut 28 pots till now because the environmental team were […]

By: Kathy Liu | Read More

During the tough reforming period in China, petroleum coke, or petcoke has suffered much, with calcining plants being ordered to cut capacity or close completely. But if you talk about aluminum, you must acknowledge that petcoke is important now and in future.The process for making aluminum has not changed in decades, so if demand for aluminum is […]

By: June Wang | Read More

Some clients have reported receiving an English translation of a document issued by the Weifang local government, announcing closures of calcining plants until March 31. The document is real and the orders to close are authentic.  But there’s more to the document than what some might realize. The Weifang local government has ordered several industries […]

By: Paul Adkins | Read More

The recent price of aluminum has consolidated around 14,000 yuan/ton, but with a lack of clear direction, resulting in significant differences in market sentiment.Bears presently outweigh bulls, but traders do not need to be too pessimistic. On the cost side, after the Spring Festival although China’s alumina prices have dropped more than 100 yuan/ton, the pre-bake anode, […]

By: Monte Zhang | Read More
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