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HARBOR's Aluminum Intelligence Report:
No Meaningful Improvement in Market Fundamentals		   16-May-2013

Abstract

Lackluster global end-user demand growth is not helping to reduce the market's intense bearish sentiment towards aluminum. HARBOR downgraded its 2013 global aluminum demand forecast as we reflect slower-than-expected aluminum demand growth in China. We expect the global primary aluminum market to be ...

What is this publication about?
A must-have intelligence report for those that consider aluminum key for their business, this report includes an executive analysis on aluminum’s raw material costs, production trends, country and sector demand, downstream markets, secondary industry, visible and invisible inventories, and financial flows. It provides annual forecasts up to five years of aluminum demand and production by region, country and smelter, detailed primary and semi aluminum output expansions, and market balance per region and key country. It also provides monthly and annual LME, SHFE, regional physical premiums and secondary price forecasts up to five years under different currencies and scenarios. Designed with an executive easy-to-read format and our go-as-deep-as-you-want style, it provides all the relevant and latest aluminum market intelligence you need to make timely, informed and objective decisions.


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HARBOR's Global Output Aluminum Analysis:
Significant Aluminum Production Expansion Coming Ahead		   21-May-2013

Abstract

Global primary aluminum production grew in April by 0.4% m/m or 162,759 mtons annualized to a run-rate of 46.164 million mtons with China delivering all the monthly growth. Expect significant primary output expansion ahead beyond short term downward revisions...

What is this publication about?
This unparallel report analyzes in detail global monthly primary aluminum production trends and figures by region, key countries and key smelters. It provides updated intel on who and why is expanding, cutting, delaying or suffering production disruption and what we should expect ahead.  You will find valuable data on output, capacity utilization and production costs. The report is designed for primary aluminum consumers, producers, traders and raw material producers.


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HARBOR Alumina and Bauxite Intelligence Report:
Downgrading our Price Forecasts; Now Expecting a Surplus for 2013		   10-Apr-2013

Abstract

HARBOR now expects the global alumina market to experience a surplus of 2.4 million mtons in 2013 (vs prior expectations of a balanced market) given our upgrade of Chinese alumina production figures. We expect this surplus to materialize in the form of an increase in Chinese alumina inventories as the country is importing around 5.5 million tons of alumina from ROW (mainly Australia) and is expected to experience an internal deficit of 3.6 million tons in 2013. Under this scenario, ROW’s alumina market surplus of 6.0 million mtons will be partially offset by Chinese imports. Regarding alumina prices, HARBOR has further downgraded its 2013 alumina average price forecast to $334 from $347 per mton. The main reason behind this downgrade is our expectations of depressed aluminum prices for most of this year (highly correlated with alumina spot prices) and an oversupplied alumina market.

What is this publication about?
A must-have intelligence report for those that consider the alumina/bauxite industry key to their business, this report includes in-depth analysis of the bauxite and alumina industries. Written under the leadership of one of the world’s top alumina/bauxite experts, James F. King, you are guaranteed a clear view of the market and accurate price outlook. It provides detailed intelligence on bauxite reserves, bauxite/alumina production, output costs, trade flows, demand and prices both globally and regionally. Designed with an executive easy-to-read format and considered the most comprehensive report on the market, it provides all the detailed, relevant and latest intelligence you need to make timely, informed and objective decisions.


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HARBOR Weekly Aluminum Summary:
US & Europe premiums heading to fresh highs		   11-Jan-2013

Abstract

Prices rose as data suggesting that global activity is indeed gaining momentum triggered fund buying, consumer hedging and firmer physical demand which more than offset selling from commodity indexes and producers...

What is this publication about?
This report provides an analysis of key aluminum market and economic developments, as well as their impact on the aluminum price outlook. It provides updated intelligence information about aluminum and alumina demand, supply, inventory levels, financial flows, prices, and premiums for the main regions of the world. The report suggests timing and price levels to buy and sell.


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HARBOR Daily Aluminum Commentary:
Ormet at risk of cutting output in July but more restarts imminent in Europe		   21-May-2013

Abstract

Prices fell from a one-week high of $1,872 per mton (84.9 cent/lb) likely amid slight technical fund short selling / profit taking as data released earlier in the day showed Chinese industrial metals imports weakened in April.

What is this publication about?
Analysis on the spot. A daily executive analysis of the most relevant daily aluminum market news and aluminum price developments, and their impact on the aluminum industry and aluminum price outlook. Weekly analysis summary of the most important news. Daily price data in the LME and SHFE included.


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HARBOR Aluminum Alert:
Alcoa to cut aluminum production in Canada; why it won't make much of a difference 		  16-May-2013

Abstract

Prices were supported by an increase in LME physical activity and some short covering/long buying by funds...

What is this publication about?
Get the intelligence as it is generated. Get the latest analysis on breakthrough developments in the aluminum industry around the globe and how that will shape the outlook. This is one of the most viewed reports by our clients.


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