BLACK CHINA BLOG >> Aluminium


Six big aluminium producers – Aluminum Cop of China (Chalco), State Power investment Corporation (SPI – formerly CPIC), Yunnan Aluminium, Jiugang Group, Jinjiang Group and Weiqiao Aluminium & Electricity have agreed to set up a new company to handle a proposed stockpiling scheme. We understand Chalco recommended these 6 companies. The stockpiling program is underpinned […]

By: Kathy Liu | Read More

The Platts aluminium conference is all but over, and after day one it has to be said the message was to expect more of the same. One of the better papers yesterday was from Macquarie’s Colin Hamilton.   Colin gave some excellent meta-analysis – he took the data we all see and went into deeper detail, […]

By: Paul Adkins | Read More

China has announced that its GDP for 2015 came in at 6.8%.  The datapoint was slightly down on where it was at the end of Q3, but was on or slightly above most commentators’ expectations. For the first time, the consumption sector of GDP now contributes slightly over half of all the growth. Was yesterday’s […]

By: Paul Adkins | Read More

The news that sanctions on Iran would be lifted will have some implications for aluminium. When I visited Tehran in 2014, the local aluminium industry was very much looking forward to the day when the sanctions would be lifted. At present, Iran has to import both alumina and aluminium.   Its smelters need alumina, but […]

By: Paul Adkins | Read More

I will be speaking at the Platts Aluminium Conference on Thursday.  If you are attending, please feel free to book a time slot to speak with me. I will be discussing what’s happening in China in regard to some of the macro issues – pollution, the anti-corruption campaign, industrial unrest and the general situation with […]

By: Paul Adkins | Read More

We have reported recently about the move to stockpile aluminium in China as a defensive measure against low prices.  Now some additional information has come to hand. We understand the initial stockpile will be for 1 million tonnes, and will be established in February.   The loans to cover the cost of the metal in […]

By: Paul Adkins | Read More
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