| HARBOR’s Special China Aluminum Intelligence Report: Why China's Aluminum Demand Slowdown Is Here To Stay For Many Years | 28-Nov-2012 |
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A structural demand change is happening in China as we speak: working age population will start to decline in a matter of months and urban population growth will ease considerably in the next two decades… Nevertheless, expected income growth per capita, spending wave dynamics, still favorable urbanization and material substitution dynamics and today’s relative low levels of primary aluminum consumption per capita in China suggest there is still ample room for demand to increase ahead…. |
What is this publication about?
China is a key player in the aluminum market. This report focuses on analyzing the latest intelligence on China´s domestic aluminum primary and semi finished products demand, output, raw materials and trade. It also analyzes key economic developments, domestic and export prices, government regulations, and their implications for the global aluminum upstream and downstream market outlook and prices. It includes supply, demand and balance forecasts and monthly price forecasts for aluminum traded in the SHFE.
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to see past issues click here...| HARBOR’s China Executive Monthly Analysis: A Structural Demand Slowdown is Going on in China; Downgrading Production for 2013 | 24-Apr-2013 |
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China's economic underperformance and its effect on commodity prices is leading analysts to believe that the country will probably no longer be the same inflationary force for commodities it was up to 2011. As HARBOR has advised previously, we see China experiencing a significant structural aluminum demand slowdown starting this year as a result of unfavorable demographics (working age population contraction), higher aluminum scrap recovery and a stronger Yuan. We believe aluminum demand in China will grow at a 8% annual rate in next 10 years vs 19% in the previous ten. |
What is this publication about?
This executive one-page-report focuses on analyzing latest relevant intelligence on China’s domestic aluminum primary and semi finished products demand, scrap, output, raw materials and trade and how those trends impact supply and prices in the rest of the globe. It also analyzes key economic developments, domestic and export prices, government regulations, and their implications for the global aluminum upstream and downstream market outlook and prices. Although it’s an executive report, you can go as deep as you want in the analysis by clicking on the topic of your interest.
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