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
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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.
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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.
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25 October 2011
Chinese demand for primary aluminium eased in September following a slowdown in consumption of semi-fabricated aluminium products in both the domestic and international markets.
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More breaking views...
January 30 2012 Issue
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30 January 2012
UC Rusal announced cuts in output of up to 6% during the next 18 months (about 250,000 tonnes).
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30 January 2012
Technical analysis of the LME aluminium market and aluminium alloy market.
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30 January 2012
Analysis of consumption and production of primary aluminium, and an analysis of the market drivers of secondary aluminium and aluminium scrap.
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30 January 2012
LME open interest data shows that short covering has been the dominant driver of base metal prices over the past month.
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Downloadable Data
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30 January 2012
Download links for all the statistical data published with the weekly report.