BLACK CHINA BLOG >> Aluminium


In 2015, our Managing Director Paul Adkins predicted that by 2018 Malaysia’s bauxite export bonanza will be dead or close to dead.  But we were out by a year – it’s now looking like Malaysia’s bauxite activity will die this year. Since Indonesia banned its ore exports including bauxite in 2014, Malaysia’s bauxite exports to China […]

By: Kathy Liu | Read More

Last week was the first week after Spring Festival.  SHFE aluminum’s main contract is supported strongly around ¥13,500 per ton; while the overall LME aluminum price was above the average, and it has a larger bounce than the Shanghai aluminum price. At present, from the supply side, the output of electrolytic aluminum during Spring Festival […]

By: Monte Zhang | Read More

SMM today published a story reporting production statistics for January 2017.  According to the Shanghai-based company, January’s aluminum production came in at 3.04 million tons. That’s a record high for China.  On a daily basis, it equates to 98,000t per day. But there’s always a problem with the official numbers that come out of China […]

By: Paul Adkins | Read More

Since the start of 2017, China’s aluminum price has shown the down trend of “V-type”. Factories started holidays well before Spring Festival, but the delivery of spot aluminum ingots has been tight, thanks to coal taking priority on rail. Stocks did not have a large rise despite downstream demand softness, while a large amount of floating […]

By: Monte Zhang | Read More

  China’s 2016 aluminum exports showed a very different trend compared to 2015. The primary exports had a big drop. In the middle of the year, we saw the year high record of semi exports with 370Kt. Although primary exports dropped, it was because so much metal was being sold in liquid form.  It did […]

By: Kathy Liu | Read More

China’s domestic coal price rebounded strongly last year as production limitations caused some shortages.  China’s aluminum industry as a major power consumer has to consider the impact of rising coal prices on the cost pf making aluminum.  As we wrote in the briefing note about Q4 cash cost curve, along with aluminium prices falling and cost […]

By: June Wang | Read More
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