This essential service ensures you receive in-depth, regular and dedicated market analysis and forecasts, as well as regular updates, on the primary aluminium, alumina and its raw material markets.

A key feature is a three year supply, demand and price forecast for the aluminium and alumina markets. The report includes short-term technical analysis, as well as a review on power, freight and carbon products markets, which together with alumina constitute the main inputs in the aluminium industry.

The report includes and in-depth analysis of consumption and production patterns by region, as well as expert commentary on LME trading activity.

Breaking Views

• What does the CBOE VIX Index tell us about base metals prices?

  14 March 2012

  Following recent price volatility within the base metal complex MBR decided to look into the link between the CBOE Volatility Index (VIX) and the most traded aluminium and copper three-month futures prices.

• Australia aluminium industry to contract due to carbon tax legislation

  16 November 2011

  The now infamous Australian carbon tax legislation has become law and is expected to be implemented in July next year. The tax will affect 500 of Australia’s biggest polluters, with the aluminium companies being at the forefront of the industries that will see their production costs increased by the tax. This is due to the fact that Australian aluminium smelters use mainly coal as the electricity supply in the energy intensive smelting process and, therefore, have some of the highest emissions-generating power.

• Chinese aluminium market view - 1 November 2011: China aluminium production reached another record high

  01 November 2011

  Chinese output of primary aluminium reached an all-time high in September. Although power outages affected the production in some provinces, this was offset by the ramp up in production in other provinces, mostly in western part of China.

• More breaking views...

May 14 2012 Issue

• Aluminium prices have extended to the downside: Market Summary and Analysis

  14 May 2012

  UC Rusal is considering to cut 300,000-600,000 tpy of its high-cost capacity starting from the second half of 2012.

• Weekly Technical Analysis

  14 May 2012

  Technical analysis of the LME aluminium market and aluminium alloy market.

• Primary and Secondary Fundamental Analysis

  14 May 2012

  Analysis of consumption and production of primary aluminium, and an analysis of the market drivers of secondary aluminium and aluminium scrap.

• German power markets tumbling: Electricity analysis

  14 May 2012

  Although German electricity prices fell, as lower demand for domestic energy offset expectations of higher power prices due to government decision to terminate the use of nuclear power, a decline in power prices has not come soon enough to prevent another German plant - Klesch’s Voerde from bankruptcy.

Downloadable Data

• Weekly Statistical Data Spreadsheets

  14 May 2012

  Download links for all the statistical data published with the weekly report.