BLACK CHINA BLOG >> Anodes


Since the Chinese New Year break, the spot price of aluminum has jumped to RMB14,000/t. Positive macro-economic performance and signals of limited supply overseas are pushing the future market up and gave a strong support to spot market. The recent concerns about cuts to capacity because of environmental restrictions have contributed. As aluminum production grows, demand for […]

By: June Wang | Read More

  The Ministry of Environmental Protection (MEP) has proposed measures in a draft policy document aimed at curbing the deteriorating air quality around key cities such as Beijing, Tianjin and the surrounding areas. The draft rule includes a total of 28 cities in Shandong, Henan, Shanxi and Hebei provinces. Yesterday, it was announced that the first […]

By: June Wang | Read More

The feature chart tells a story that subscribers to our Weekly Carbon Monitor are already across.   Since the start of January, prices have taken off. The lower quality material has risen by 17.5% in 2 months, and that’s on an 8-week moving average basis. The thing is, anode prices are the last to react. […]

By: Paul Adkins | Read More

AZ China is about to issue the latest edition of the Semester Pricing Handbook, our quarterly publication designed to support anyone negotiating petcoke or CPC contracts.   That includes buyers and sellers. There has been a lot of close scrutiny on calcined coke prices, especially since last year when prices dived, and some buyers capitalized […]

By: Paul Adkins | Read More

We have reported several times recently about the waves of environmental inspections that are taking place in China right now.   It has been clear to us that the authorities are ratcheting up the pressure, though it’s still not totally clear what the impact will be on the aluminum industry or on the raw materials […]

By: Paul Adkins | Read More

Even since our post a couple of days ago, the situation regarding the impact of the environmental inspections is becoming murkier.  The carbon side of the market is showing  signs of a sudden and seismic shift. Subscribers to our Weekly Carbon Monitor will know that we called a steep rise in petcoke prices about 10 […]

By: Paul Adkins | Read More
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