HARBOR reports that focus on Aluminum Market Trends & Outlook:
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Latest Publication Abstract In spite slower manufacturing activity in the world, global apparent primary aluminum demand grew in June to a fresh record high given lower prices, re-stocking needs, and scrap scarcity. Although demand will grow at a lower rate ahead, we expect double digit rates of growth in demand in practically all regions of the world in the next two years (we have downgraded North America and China). Long term, we see global aluminum demand growing at an underlying rate above 7.5%. Aluminum output also increased in June to a new record high, but the outlook is facing risks given... |
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Previous Reports
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> Aluminum Intelligence Report: We are no longer in bullish mode in spite growing demand |
7-Jun-10 |
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> Aluminum Intelligence Report: China and PIIGS subtracting power |
4-May-10 |
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> Aluminum Intelligence Report: Why betting against aluminum makes little sense today? |
6-Apr-10 |
What is this publication about?
A must-have-intelligence report for those that consider aluminum key for their business. It includes in-depth executive analysis on aluminum output, supply expansions, capacity utilization, industry costs, regional and sector demand, visible and invisible inventories, speculation, and the alumina market. It provides annual aluminum price forecasts up to five years of aluminum demand by regional and country, detailed primary and semi aluminum output expansions by, and market balance. It also provides HARBOR´s monthly and annual aluminum price forecasts up to 5 years under different currencies, scenarios and regional premiums. Designed with an executive easy-to-read format and our technology go-as deep as you want. It provides all the relevant and latest aluminum market intelligence you need to take wise and objective business decisions. Tailored for purchasing/sales managers, industry executives, market analysts and investors.
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Weekly Aluminum Analysis
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Latest Publication Abstract Aluminum prices remain inside a short term correction/pause phase. Prices closed today at the lower end of our previously identified support zone of $2,020-$2,120 per mton (91-96 cent/lb). The correction is not over yet given that the weak period for demand and prices has another two weeks to go (until the 1H of September). Nevertheless, beyond the short term and in spite of the ongoing price correction/pause, it is important to remember that the underlying fundamental picture remains bullish for aluminum prices (next year global aluminum demand is expected to expand faster than output, market balance to narrow, inventory coverage to shrink and energy prices to trend up). Our models continue to suggest higher aluminum prices in the next year and that today’s prices... |
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Previous Reports
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> Aluminum Weekly Analysis: Demand is facing a slowdown; this is normal and not necessarily bearish |
18-Aug-10 |
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> Aluminum Weekly Analysis: What scrap tightness, energy prices and inventories are saying about aluminum |
3-Aug-10 |
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> Executive North America Downstream Demand Analysis |
27-Jul-10 |
What is this publication about?
An executive analysis of the most relevant aluminum market and price developments of the week, and their impact on the aluminum price outlook. Provides updated intelligence on global, regional and sector aluminum demand, as well as supply developments, inventory movements, speculation flows, prices, and premiums. Designed with an executive format.
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Harbor Daily Commentary
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Latest Publication Abstract Technically speaking aluminum prices are no longer in correction mode. Prices advances could be choppy but then gather momentum. Our models point out that aluminum prices should trend up to $2,400 per mton (110 cent/lb) by year end. For next year, our models forecast prices should average $2,527 per mton (115 cent/lb) and increase as high as $2,700 per mton (125 cent/lb) at some point in the first half of the year. We see strong support at... |
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Previous Reports
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> HARBOR Daily Aluminum Commentary: Chinese exports of aluminum products to the US will face higher tariffs; alumina prices up |
31-Aug-10 |
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> HARBOR Daily Aluminum Commentary: Aluminum prices continued to regain ground; correction/pause phase not over yet |
27-Aug-10 |
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> HARBOR Daily Aluminum Commentary: Prices down on more disappointing US data; Chalco to close obsolete capacity |
25-Aug-10 |
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. We include daily price data in the LME and SHFE.
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Harbor Aluminum Alert (occassional)
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Latest Publication Abstract A new leg up in prices has probably started and technically speaking we are no longer in correction mode. Prices advances could be choppy at first and then gather momentum. Our models point out that aluminum prices should trend up to $2,400 per mton (110 cent/lb) by year end. For next year, our models forecast prices should average $2,527 per mton (115 cent/lb) and increase as high as $2,700 per mton (125 cent/lb) at some point in the first half of the year. We see strong support at $2,000 per mton (90 cent/lb), which implies we don’t see prices... |
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Previous Reports
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> HARBOR Aluminum Alert: We are in buying zone in terms of industry fundamentals, prices and seasonals |
1-Sep-10 |
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> HARBOR Aluminum Alert: Global primary aluminum demand outpaced output in July; market remains in monthly deficit |
26-Aug-10 |
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> HARBOR Aluminum Alert: Prices reach lower end of target zone; output entered an under-delivery period… short term tightness continues |
20-Aug-10 |
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 reports most viewed by our clients.
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