The world media has been awash with the news that President Trump has ordered an investigation into whether there is a national security threat angle in the USA’s imports of aluminum.   Several counties are caught in this investigation, but the main target is China. Known as the 232 investigation, Trump’s action on aluminum follows a […]

By: Paul Adkins | Read More

In 24th April, approved by the CPC Central Committee and State Council, the third batch of central environmental protection inspection work officially started. Generally the inspection in each province will last one month from 24th April to 24th May, covering Tianjin, Shanxi, Liaoning, Anhui, Fujian, Hunan and Guizhou and focusing on understanding the provincial party […]

By: June Wang | Read More

Based on IAI data, China’s March aluminum production increased from February’s 2534kt to 2707Kt in March.  But the daily production volume dropped from February’s 91Kt to 87Kt.   It was a drop of 4% in run rate. Based on our pipeline report in March, the operating capacity was 37902Kt. Compared to February, it was an […]

By: Kathy Liu | Read More

On April 15, Xinjiang Changji People’s Government decided to stop the advance of three enterprises in violation of the construction of electrolytic aluminum production capacity projects. Xinjiang East Hope Nonferrous Metals Co., Ltd. built 800,000 tons of electrolytic aluminum, Xinjiang Qiya Aluminum Co., Ltd with 800,000 tons, and Xinjiang Jiarun Resources Holdings Co., Ltd. built 400,000 tons.  On […]

By: Monte Zhang | Read More

It seems likely more closures of smelters will occur later this year.  This follows the weekend’s disclosure that Beijing has ordered closures of 3 smelters in Xinjiang, for a total of 2 million tons of metal units. According to some documents we saw, there is a 4-point plan coming out to weed out any remaining […]

By: Paul Adkins | Read More

The AZ team had a lunch together in Shanghai last Friday. We had a chat about the current cash cost curve. Since our final cash cost report will be ready next week, we had a guess on current cash cost and who will be on the bottom of the cash cost curve. In general, we […]

By: Kathy Liu | Read More
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