BLACK CHINA BLOG


SMM today published a story reporting production statistics for January 2017.  According to the Shanghai-based company, January’s aluminum production came in at 3.04 million tons. That’s a record high for China.  On a daily basis, it equates to 98,000t per day. But there’s always a problem with the official numbers that come out of China […]

By: Paul Adkins | Read More

Since the start of 2017, China’s aluminum price has shown the down trend of “V-type”. Factories started holidays well before Spring Festival, but the delivery of spot aluminum ingots has been tight, thanks to coal taking priority on rail. Stocks did not have a large rise despite downstream demand softness, while a large amount of floating […]

By: Monte Zhang | Read More

  China’s 2016 aluminum exports showed a very different trend compared to 2015. The primary exports had a big drop. In the middle of the year, we saw the year high record of semi exports with 370Kt. Although primary exports dropped, it was because so much metal was being sold in liquid form.  It did […]

By: Kathy Liu | Read More

China’s domestic coal price rebounded strongly last year as production limitations caused some shortages.  China’s aluminum industry as a major power consumer has to consider the impact of rising coal prices on the cost pf making aluminum.  As we wrote in the briefing note about Q4 cash cost curve, along with aluminium prices falling and cost […]

By: June Wang | Read More

It is our pleasure to invite you to our first Facebook Live where we’ll be covering the following topic: China’s new environmental regulations and cuts to aluminum capacity. How real is the threat? What will be the consequences? When will this regulation be imposed? Our Managing Director Paul Adkins will take to the airwaves and […]

By: Steph | Read More

It seems not so long ago we were celebrating the New Year … oh wait a minute, we were.  This year, Chinese New Year is just a few weeks after Western New Year. (It always puzzled me why it was called Spring Festival, since it was often snowing and there wasn’t a bloom or blossom […]

By: Paul Adkins | Read More
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