aluminum industry analysis, market outlook & forecasts
latest intelligence reports...
China Remains the Driver, Demand and Price Recovery Seen Limited and Temporal
Global metal surplus generated during Q1 2016 (492 kmton) was a third of the surplus generated in Q1 2015. Decline was possible as China’s overproduction declined more than...
Premiums will continue to fall, but are getting closer to equilibrium levels
Aluminum premiums around the globe have resumed their decline driven by one major driver and its effects: LME Warehousing Reform...
Rallies Continue to Seem Unsustainable, Fundamentals Not Supportive
Aluminum prices rally on short-covering. In April, LME 3M aluminum prices increased 10.4% m/m bolstered by fund short-covering triggered...
We Are Not Bullish As We Envision Surpluses Ahead in Alumina and Bauxite
HARBOR now estimates that the global alumina market could experience a 0.4 million mton deficit in 2016 against earlier expectations of a 2.6 million mton deficit. The main reason behind this change is our forecast of faster growth in Chinese alumina production amid ongoing output re-starts.
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