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Excerpted from AZ China’s March Aluminium Report: Money never sleeps: The continuation of liquidity and credit market impotence Global growth is full of uncertainty, which means there is no bull market for base metals for a while. In terms of inflation, there is a fair chance that inflation is created in the process of global […]

By: Paul Adkins | Read More

Perhaps we are finally seeing the much-needed correction to the supply side of China’s aluminium industry. In the last 3-4 weeks, at least 4 smelters have announced cuts to production.   Total capacity cuts amount to 450,000t on an annualised basis. It started with less than a trickle. The first to switch off pots was […]

By: Paul Adkins | Read More

No, AZ China has not joined the NCAA. But luckily for those of you who aren’t basketball fans, you can still take advantage of a little bit of March madness with our March promotion. Email enquiries@az-china.com with the promo code “NCAA” and new subscribers will get two months of any of our regular reports listed […]

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Long positions powered by optimism are pushing the LME higher. However, risks still exist in the global economic system. Some of these risks include the US fiscal situation, the European structural malaise, the Chinese structural dilemma and the potential shocks that may arise from unlimited money creation. The price outlook for 2013 remains flat to […]

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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 […]

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