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> aluminum industry analysis, market outlook & forecasts

13-Apr-12 Alumina/Bauxite Intelligence Report:
More Alumina Production Cuts Are Needed Soon Given Growing Surplus
2-May-12 HARBOR Aluminum Price Outlook:
It is Hard not to Hedge Aluminum
23-Mar-12 HARBOR Aluminum Weekly Analysis:
Physical demand in RoW not genuinely deteriorating, demand in China is not contracting anymore
15-May-12 HARBOR Daily Aluminum Commentary:
Near $2,000 per mton; US smelter restart in jeopardy
18-May-12 HARBOR Aluminum Alert:
Billet premiums up, rumors RTA cut output at Tiwai smelter, Bosnia's Aluminij could cut in July
8-Mar-12 Aluminum Buyers Strategic Report:
Our models suggest buying for 2012-2013 but below $2,275-2,350 respectively
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> key aluminum news & our comments free!

14-May-12Power deal for Century’s Ravenswood restart still not clear
11-May-12CVG Alcasa aiming to lift capacity utilization as it solves raw materials shortage
4-May-12Aluar continues to operate below full capacity after November 2011 outage.
8-May-12Voerde Aluminium declared bankruptcy but aims to continue operations
4-May-12Alcoa’s Brazil operations must change: CEO
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> aluminum other analysts views

9-May-12BHP Billiton says it remains ‘committed’ to aluminum business
4-May-12Aleris seeing “positive impact from increased North America volumes offset the negative impacts of lower metal and scrap spreads and lower European regional products volumes”.
27-Apr-12Norsk Hydro seeing demand improvement from Q4 2011
12-Apr-12Novelis to optimize output capacity in North America by shutting down Quebec facility;
11-Apr-12Alcoa expects aluminum market deficit in China and the Rest of the World;
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