BLACK CHINA BLOG >> Aluminium


The Rio Tinto Alcan/Pacific Aluminium smelter at Tiwai Point on New Zealand’s south island has secured an electricity supply contract that sees it stay operational for the next 2 years at least, and possibly to 2030. Meridian Energy, the local electricity supplier, has agreed to supply all 572MW of electricity needed to keep the New […]

By: Paul Adkins | Read More

Century Aluminum has announced it will permanently close its Ravenswood West Virginia smelter. The smelter has been idled since 2009, as the Glencore-controlled management sought a better electricity price contract .  But failure to get a competitive price combined with the tough market conditions prevailing saw the company make the announcement late yesterday. Century’s announcement […]

By: Paul Adkins | Read More

Reports are coming through that several Chinese smelters have given up the fight.   So far, the cuts are small, but we suspect it’s going to be a little like a damn burst – the first few fissures will be followed by larger cracks. Henan Zhenghou Faxiang Aluminium has reduced to 38kt, cutting their capacity in […]

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A lot of people have asked me what to make of Alcoa President Klaus Kleinfeld’s comments in his recent analysts’ call.   You may recall he said that he was “relatively optimistic” that the Chinese Government would crack down on the export of so-called “fake semis”. Mr Kleinfeld said he had visited China and met […]

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  The proposed smelter in Vietnam seems to be making some progress. I understand the first concrete was poured in the last few days. The project will see the first potline ready by Q2 2017, if all goes well. That will bring 150,000t of metal on stream.  Previous speculation in the aluminium industry had been […]

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Last week on this blog we mentioned a rumour doing the rounds, that there were to be some cuts to aluminium production. Here’s what we said: “There are rumours that some SOE smelters are cutting production, but at this stage the rumours appear to be just that.”  (Click on the quote to go to the original […]

By: Paul Adkins | Read More
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