BLACK CHINA BLOG >> AZ China


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

About 12 months ago in Norway, Paul made several forecasts about the anti-corruption program, the fight against pollution and metal prices. We got just about every one of those forecasts right. Last year our forecasts for metal prices were for SHFE to range between RMB11700-RMB12000, and LME cash in the range of USD1550 to USD1625. The SHFE active […]

By: Kathy Liu | Read More

In a world exclusive this morning, we can reveal that secret talks have now concluded and Chalco, China’s best known and oldest aluminum company is to acquire Alcoa, the USA’s oldest and best known aluminum company.  The new company will be called Chalcoa. Mr Siyue Shazi, who headed the negotiating team for Chalco, told us […]

By: Paul Adkins | Read More
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