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> key aluminum views & our comments

Chinese exports of aluminum products to the US will face higher tariffs   31-Aug-10
Ormet announces extension of carbon anode plant purchase agreement   30-Aug-10
Shipments of flat rolled and extruded aluminum products in Japan still higher than a year ago, but easing its rate of growth   27-Aug-10
Global daily apparent primary aluminum demand fell in July in monthly terms, but the market continued in monthly deficit   26-Aug-10
Aleris Wabash T aluminum brand to be delisted from the LME   24-Aug-10
Novelis increased prices of specialty sheet products in Europe on growing demand and “capacity limitations”   20-Aug-10
The aluminum supply equation is facing serious short and long term challenges   20-Aug-10
Aluminum shipments by North American service centers fell in July mainly on seasonal factors   18-Aug-10
Tax rebates for exports of aluminum products may be reduced in China   17-Aug-10
North American net new orders of aluminum mill products fell last month   10-Aug-10

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> other analyst views

Global aluminum demand growing faster than output this year; prices could increase as high as $2,300: Chalco   24-Aug-10
Oil seen above $100 in 2011: US bank   19-Aug-10
Aluminum prices could increase to $2,300-$2,400 per mton in the short term: Davenport   10-Aug-10
India’s aluminum demand to continue growing driven by electrical and automotive sectors   26-Jul-10
Industrial metals represent a buying opportunity: bank   23-Jul-10
China’s increasing energy consumption could continue to pressure up aluminum output costs   20-Jul-10
Aluminum market to tighten ahead: Analyst   16-Jul-10
China’s economy is slowing down but will still grow 9.5% this year: Economist   5-Jul-10
Base metals will continue to the downside: European bank   1-Jul-10
Aluminum ETF to start next month; price to recover to $2,400 by year end: UC Rusal   29-Jun-10

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