BLACK CHINA BLOG >> Aluminium


Anyone interested in the global aluminium industry would have read all the news reports about Hongqiao and their latest financial reports.   The world’s biggest aluminium company in terms of primary metal output captured headlines with their announcement.   The fact that Hongqiao is growing to 6 million tonnes by the end of this year, […]

By: Paul Adkins | Read More

Alcoa has announced that its downstream engineering business is to be named Arconic once the company is split in two. The new name is already a challenge on several fronts.   Even writing this post, WordPress keeps changing the word Arconic into Arctic.   Microsoft Word (and I guess many other software apps) also prefers […]

By: Paul Adkins | Read More

China’s aluminium price has been rising since Chinese New Year. While it has been good news for producers, we at AZ China have been warning that as the price approaches and clears the RMB 12,000 barrier, idled smelters will restart.  It seems we underestimated the situation. As soon as the SHFE aluminium price closed in on RMB11,500, […]

By: Kathy Liu | Read More

The aluminium price has been down for 4 months in both China and ROW. It climbed up after the Chinese New Year holidays, and is now showing support above RMB 11,000. At the same time, inventory levels reported at Shanghai also rose.   Normally increased prices is a sign of tight inventory, not growing stock levels. But […]

By: Kathy Liu | Read More

The issue of China’s continuing export of aluminum into export markets is top of mind in many corners of the world.   Fake semis, as they are called, are the hottest topic in many aluminium circles.  So it is worth looking just a little deeper into the data to understand what is really happening. I […]

By: Paul Adkins | Read More

Aluminium Corporation of China Limited (Chalco) chairman Ge Honglin has resigned. The company’s vice president Qiao Guiling also quit on the same day. Their departure follows Chalco CEO Luo Lanchuan and Vice CEO/CFO Xie Weizhi who both departed at the end of 2015, just 6 weeks prior. Mr Ge’s resignation was unexpected by the marketplace. Mr. Ge was previously […]

By: Kathy Liu | Read More
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