BLACK CHINA BLOG


We have reported several times recently about the waves of environmental inspections that are taking place in China right now.   It has been clear to us that the authorities are ratcheting up the pressure, though it’s still not totally clear what the impact will be on the aluminum industry or on the raw materials […]

By: Paul Adkins | Read More

China’s State Council has issued its 5-year plan for controlling greenhouse gas emissions.   The plan is part of the overall set of 5-year plans. According to the plan, carbon dioxide emissions per unit of GDP will fall by 18% compared to 2015.   In addition to carbon dioxide, controls will be tightened on various […]

By: Paul Adkins | Read More

China’s aluminum prices rose strongly today, in both the physical and futures markets. The Changjiang price, the most active physical market in China, rose by RMB470 per ton to RMB15,130, the highest price this year.  Not to be outdone, the Shanghai active future price rose by RMB540/t, hitting RMB14,060/t. The physical price is caught in […]

By: Paul Adkins | Read More

Even since our post a couple of days ago, the situation regarding the impact of the environmental inspections is becoming murkier.  The carbon side of the market is showing  signs of a sudden and seismic shift. Subscribers to our Weekly Carbon Monitor will know that we called a steep rise in petcoke prices about 10 […]

By: Paul Adkins | Read More

US-based Bloomberg reporter Joe Deaux sent me a rather interesting piece he had written this morning. In it, he explains that the US Department of Commerce in a preliminary ruling found “that heat-treated products from China that meet specifications for 5050-grade alloy are bypassing tariffs”.  The Commerce department went on to find that China Zhongwang did not […]

By: Paul Adkins | Read More

We have been reporting recently that there is a new wave of environmental inspections going on in China right now.  We have gleaned some more information from the government announcements on the new push, so here is an update. There are a total of just over 100 people in the environmental inspection teams.   In […]

By: Paul Adkins | Read More
(c) 2015 AZ China Limited. All Rights Reserved.