BLACK CHINA BLOG


According to the latest IAI data, China aluminium production in December fell to 2.5 million tonnes.  Converting to a daily rate, it means that China aluminium production ran at 81,600 tonnes per day, compared to 89,100 tonnes per day in November. Many people latched on to this number, including a speaker at last week’s Platts […]

By: Paul Adkins | Read More

Six big aluminium producers – Aluminum Cop of China (Chalco), State Power investment Corporation (SPI – formerly CPIC), Yunnan Aluminium, Jiugang Group, Jinjiang Group and Weiqiao Aluminium & Electricity have agreed to set up a new company to handle a proposed stockpiling scheme. We understand Chalco recommended these 6 companies. The stockpiling program is underpinned […]

By: Kathy Liu | Read More

The Platts aluminium conference is all but over, and after day one it has to be said the message was to expect more of the same. One of the better papers yesterday was from Macquarie’s Colin Hamilton.   Colin gave some excellent meta-analysis – he took the data we all see and went into deeper detail, […]

By: Paul Adkins | Read More

China has announced that its GDP for 2015 came in at 6.8%.  The datapoint was slightly down on where it was at the end of Q3, but was on or slightly above most commentators’ expectations. For the first time, the consumption sector of GDP now contributes slightly over half of all the growth. Was yesterday’s […]

By: Paul Adkins | Read More

The news that sanctions on Iran would be lifted will have some implications for aluminium. When I visited Tehran in 2014, the local aluminium industry was very much looking forward to the day when the sanctions would be lifted. At present, Iran has to import both alumina and aluminium.   Its smelters need alumina, but […]

By: Paul Adkins | Read More

I will be speaking at the Platts Aluminium Conference on Thursday.  If you are attending, please feel free to book a time slot to speak with me. I will be discussing what’s happening in China in regard to some of the macro issues – pollution, the anti-corruption campaign, industrial unrest and the general situation with […]

By: Paul Adkins | Read More
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