BLACK CHINA BLOG >> AZ China


The Black China Blog was recently named as one of the 50 best blogs to learn all about China. A very nice recognition! There are a few other very interesting blogs on that list as well for anyone interested in China. AZ China has also been featured in the Sept/Oct edition of Aluminium International Today […]

By: Paul Adkins | Read More

We just finished another monthly session with Thomson Reuters. They offer an online forum for base metals, a special service where traders, bankers and analysts can log in to gain instant access to the latest news, trends and opinions. As a regular guest in their base metals forum, AZ China answers questions about what is happening inside […]

By: Paul Adkins | Read More

In the current setting of an economic slowdown, 2012 has become a challenging year for the Chinese aluminium industry. With the metal price edging down towards 15,000RMB/t, the ability of smelters to turn a profit appears impossible. However, there are a few key factors keeping smelters afloat, one of those being government subsidies. In the Q3 Red Book […]

By: Paul Adkins | Read More

Those of you who receive our regular weekly update on the carbon market will probably have noticed just what a sorry state China’s raw materials market is in right now. Two examples in this week’s report illustrate: * Calcined coke prices are now below the high end of the green coke price range.   Not […]

By: Paul Adkins | Read More

Or is it whom? This afternoon, within an hour of each other, two aluminium reports landed on my desk. One was from Goldman Sachs, in which they foresaw a 3-month price of US$2200 or more, and recommended a long position.   Improved demand in the next few months, combined with the inability for smelters to […]

By: Paul Adkins | Read More

For those of you who attended the AZ China conference last month, you were unable to escape the imagery of a fiery dragon everywhere. Well, the fire has not been put out yet. Hot off the presses this month, The AZ China Red Book, is an in-depth quarterly report packed full of valuable information that […]

By: Paul Adkins | Read More
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