BLACK CHINA BLOG >> General


There is nothing that we can say or opine about here that hasn’t already been explored, theorised, debunked or left unanswered in the media the world over. But for us in our industry, it is a poignant story none the less.  We are in a global industry, where it is nothing for us to be […]

By: Paul Adkins | Read More

This week saw copper prices plunge in Shanghai and London, triggering the price circuit breaker early in the week.   The circuit breaker prevents the price falling any more than 5% on any single day. But aluminium did not follow copper down.   Why? We think there are several reasons.   First, copper is more […]

By: Paul Adkins | Read More

Rio Tinto Alcan CEO Jacynthe Cote has publicly acknowledged that the re-launch of the Kitimat smelter, outside Vancouver in Canada, will be delayed until the first half of 2015. The plant had been scheduled to restart by the end of this year, but cost over-runs and a shortage of skilled workers in the region have […]

By: Paul Adkins | Read More

Many years ago when I got my first job at Alcoa’s Point Henry smelter, I was warned that “once you get aluminium in your veins, you can never get rid of it.”   (Later I was told the same thing about Carbon.) It seems to be the same fate for Tom Albanese.   India’s Vedanta […]

By: Paul Adkins | Read More

Arguably the most respected “Elder Statesman” in the world of base metals analysis, Jim Lennon is known worldwide for his astute calls on the market as well as his immense knowledge across the spectrum of metals. It is therefore a huge honour and great pleasure to announce that Jim will be joining us on the […]

By: Paul Adkins | Read More

A warning to Chinese aluminium producers – do not read the announcement from Alcoa this morning about electricity prices in three of their plants, unless you feel like a good cry. The government of Quebec province in Canada has reached an agreement with Alcoa for electricity prices for the Baie-Comeau, Bécancour and Deschambault plants in that province.   […]

By: Paul Adkins | Read More
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