BLACK CHINA BLOG >> AZ China


China has been making a lot of its grand One Belt One Road initiative, better known as OBOR.   At the highest level, it is essentially about China transferring capital into neighbouring countries and developing factories in those regions, so that those factories can supply China.   Along the way, Chinese labour and Chinese technology […]

By: Paul Adkins | Read More

AZ China is closed today for the May Day holiday. The May Day holiday used to have more significance, at least in China.  Ten years ago the holiday was spread across 3 days, but that got cut back a few years ago.  It makes a real difference – 3 days means people can travel, and […]

By: Paul Adkins | Read More

Based on IAI data, China’s March aluminum production increased from February’s 2534kt to 2707Kt in March.  But the daily production volume dropped from February’s 91Kt to 87Kt.   It was a drop of 4% in run rate. Based on our pipeline report in March, the operating capacity was 37902Kt. Compared to February, it was an […]

By: Kathy Liu | Read More

The AZ team had a lunch together in Shanghai last Friday. We had a chat about the current cash cost curve. Since our final cash cost report will be ready next week, we had a guess on current cash cost and who will be on the bottom of the cash cost curve. In general, we […]

By: Kathy Liu | Read More

Last night I was a guest of EGA – Emirates Global Aluminium – at a lavish dinner to celebrate the opening of a new office in China. EGA President and CEO Abdulla Kalban told the 40-50 people present that the new office will be charged with the task of selling bauxite to China.   Using […]

By: Paul Adkins | Read More

I will be doing our next Facebook Live broadcast in about 4 hours time. In the broadcast, I will be discussing the latest news and trends in China’s aluminum and carbon markets.  There’s a lot going on, on many fronts, so a tool like FaceBook Live is a great way to discuss the issues realtime. […]

By: Paul Adkins | Read More
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