September 2018 | Aluminium Weekly Market Tracker
Primary and Secondary Fundamental Analysis
Analysis of consumption and production of primary aluminium, and an analysis of the market drivers of secondary aluminium and aluminium.
Demand Analysis:
Underlying aluminium demand is strong...
While it is possible that changes in trade flows could impact end use aluminium demand in certain regions, underlying growth remains firm. End users are keen to use aluminium products, and intensity of usage has been growing in both emerging and developed economies over recent years. Aluminium’s lightweight, electrical conductivity, recyclability and low costs have been central to the substation into aluminium which we have witnessed over recent years
...but elevated US costs are cause for concern
However, elevated US prices for flat rolled products may lead fabricators to seek out alternative options due to the substantial antidumping and countervailing tariffs on Chinese origin imports of many products. The application of these tariffs has led to a doubling in conversion margins on many product ranges in which the US market is in critically short supply, even those being supplied from outside...
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