BLACK CHINA BLOG


I have known Tony Botelho since he was sales manager at Goa Carbon in India.   So it was a good chance to catch up with him when he came to Beijing this week.    I asked him a few questions regarding the Indian market and his views on China.    Welcome to China, Tony.   How often […]

By: Paul Adkins | Read More

Alumina Last week, imported alumina prices remained unchanged at US$210-220/tonne. Domestically, non-Chalco prices rose RMB40-50/tonne to RMB1850-1870/tonne, while Chalco’s price remained unchanged at RMB2200/tonne. The rise in domestic non-Chalco prices was mainly driven by National Reserves Bureau (NRB) purchases of aluminium, which by decreasing domestic aluminium inventory levels, boosted aluminium production and therefore increased market […]

By: Paul Adkins | Read More

Following our highly successful Black China conference in June 2008, and in response to so much interest in a follow-up conference, I am pleased to announce that we have set in motion the planning to conduct our next conference. We are tentatively scheduling it for May 2010 (I did say it was a very early […]

By: Paul Adkins | Read More

Alumina Last week the imported alumina price remained unchanged at US$210-220/tonne. Domestically, non-Chalco prices dropped RMB20/tonne to RMB1800-1830/tonne, while Chalco’s price remained unchanged at RMB2200/tonne.     Aluminium Chalco’s aluminium price rose RMB100-200/tonne to RMB12400/tonne. The domestic aluminium price was lowest in Zhejiang Wuxi, at RMB11960/tonne.   Last year, the central government cancelled the industry’s […]

By: Paul Adkins | Read More

Here is an article which appeared yesterday in the China Daily.       Alcoa sees China as linchpin in aluminum market (Agencies) Updated: 2009-03-11 10:38 China has been the linchpin in the global aluminum industry with its sizable production cuts and measures to boost industrial demand, steps that have brought the global market into balance […]

By: Paul Adkins | Read More

Those of you who heard or read my presentation at TMS will remember I predicted that China’s exports situation is unlikely to improve for some time, but that government spending and investment were the two big levers of the economy that we should watch. The exports data is being widely reported.   Bad news sells newpapers, […]

By: Paul Adkins | Read More
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