BLACK CHINA BLOG >> AZ China


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

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

  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

  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

It is our pleasure to invite you to our first Facebook Live where we’ll be covering the following topic: China’s new environmental regulations and cuts to aluminum capacity. How real is the threat? What will be the consequences? When will this regulation be imposed? Our Managing Director Paul Adkins will take to the airwaves and […]

By: Steph | Read More
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