According to today’s NBS data, aluminum production in China in May was 2.83Mt, with an increase of 4.2% YoY. But we think that number is seriously understated.  According to us, May production was around 3.15Mt. And we are on the conservative side.   Some of our Chinese competitors are saying that May was 3.17 or […]

By: Kathy Liu | Read More

Last week, aluminum prices appeared first fell then rose, influenced by the surged production and weak demand at the beginning of the week. After news of strict control of electrolytic aluminum production capacity in Xinjiang began to spread in the market, aluminum prices were briefly boosted. But the market became suspicious about the implementation efforts of these […]

By: Monte Zhang | Read More

China’s petroleum coke market unexpectedly became weak in the last couple of weeks, led by the teapots refineries.  As the chart shows, the monthly price from independent refineries started to weaken during April and May, and tumbled down at the start of June. Meanwhile prices at the big SOE refineries remained stable.The change in teapot refineries’ […]

By: June Wang | Read More

We’ll be holding another session of our China Insights series this Thursday, June 8th at 9pm Shanghai time, we’ll be covering various topics, including the Qatar dispute.   Here are some pointers: Anonymity: If you wish to remain anonymous, (meaning you don’t want people to know you’re watching the stream) abstain from commenting. The only […]

By: Steph | Read More

China’s EPA recently issued a draft document called  “Notice on the Implementation of Special Emission Limits for Air Pollutants in Beijing, Tianjin and the Surrounding Areas”.   it’s part of the  environmental inspections and total environmental improvement push. This document covered 26+2 cities around Beijing, Tianjin and Hebei areas. For newly established projects, the special emission […]

By: Kathy Liu | Read More

A conflict between Middle Eastern nations has isolated Qatar from its neighbours.  In the process, it has caused problems for the Qatalum smelter. Norsk Hydro, 50% owner of the smelter along with Qatar Petroleum, has published a statement saying that shipments of finished metal have struck problems.  According to the announcement, shipments go through the […]

By: Paul Adkins | Read More
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