At the beginning of 2017, aluminum performed an outstanding result. SHFE broke RMB14000 on January 25th and LME Aluminum was at an 18-month high of USD1839 in the same week. Last November, China’s aluminum price performed very strongly, driven by the impact of the speculative fund, environmental control and transportation policies. At that time, the LME price […]

By: Kathy Liu | Read More

China’s aluminum production in December was 2891Kt, according to the IAI.   It remained flat with November’s daily production number.  It is a daily run rate of 93,000t per day. If you subscribe to our weekly reports, you must have noticed the added capacity news from restarts and new projects in recent months.  Hardly a week […]

By: Kathy Liu | Read More

Throughout the last quarter in 2016, bulk commodities all presented strong prices, especially led by black metal and nonferrous metal. Hot money flowed into the sector constantly with the support of multiple positive factors like tightening freight capacity and limited supply. The difference between the future price and the spot price for aluminium once exceeded […]

By: Steph | Read More

We mentioned the Alcoa smelter at Portland Australia smelter might receive a big amount of subsidies with $240 million from the Australia Government last week.  As part of $240 millions, the Federal Government had announced they will provide $30 million to Alcoa as a secure package for Portland. A week later, on January 20th, Alcoa announced […]

By: Kathy Liu | Read More

As most readers know, I am still on vacation, far from the world of aluminum and carbon – or at least so I thought. Reports this morning in Reuters, Bloomberg and the New York Times (they are all claiming the story is theirs), have prompted me to put down the pina colada and pen a […]

By: Paul Adkins | Read More

China’s November import volume is 41,877 tons. It is 31,265 tons more than the October import volume. Compared to the same period last year, the November primary import volume was up by 258% YoY. China’s November aluminum price performed very strongly. It was boosted by speculative funds to the year’s high record of RMB15380 on […]

By: Kathy Liu | Read More
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