BLACK CHINA BLOG


A news item that popped up on the weekend said that Hongqiao would no longer be permitted to count their closed illegal pots as part of their winter heating season cuts. In other words, the story alleges that Hongqiao would still have to close another 30% of their capacity, having already closed almost that much for […]

By: Steph | Read More

On Monday, We received reports in our WeChat group that alumina prices jumped. Guizhou prices were at RMB2900/t and we saw one report of RMB3000/t being achieved.  As AZ China’s Monte Zhang put it, this is “crazy.” Our monthly aluminum report went out that morning.  If you are a subscriber but didn’t receive it, please […]

By: Steph | Read More

If you’re not already subscribed to our Almost Daily newsletter, then you probably missed it, so here’s the recap of the breaking news we got on August 18th. “Shandong’s Zibo city government has issued a document that releases the screws, just a little, on the environmental inspections and the winter heating season cuts. Essentially, the […]

By: Steph | Read More

We’ve been working non-stop lately, those of you who are subscribers and therefore get our daily newsletter very well know, but for those of you who aren’t, here’s some info you might not want to miss. On Sunday, (yes Sunday!) We found out Shandong’s Nanshan Aluminiuim and Xinjiang Jiarun reached agreement on a management takeover. […]

By: Steph | Read More

If you’ve been following our almost daily emails you very well know last week was extremely eventful, but for those of you who haven’t here’s a brief recap: The “fake news” meme travelled West to East. From the West Wing of the White House to Lake Yanxi in Beijing, so before lunch time on August […]

By: Steph | Read More

China’s aluminum price at 14000-14500 yuan/t is a result of shutting illegal production, notwithstanding weak demand. Many research institutions also predict further rises; some even predict that aluminum prices will continue to rise and break through 17000 yuan/t. But I think that although policy side of cleaning up illegal production can be expected, yet the new capacity additions should […]

By: Monte Zhang | Read More
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