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Primary Aluminum Production Still at All-time Highs; China’s decarbonization moving slowly

SUMMARY

1. World primary aluminum production expanded q/q in Q1 2021 across the world. The bulk of the production gains...

2. Smelting curbs in Inner Mongolia to be outpaced by a factor of three by new ramp-ups. We estimate that around...

3. China is still at an early stage of its slow decarbonization process, production to accelerate ahead. Authorities are still compiling key information about...

4. ROW’s production set to accelerate in 2021 after negligible growth in 2020. Producers across Asia (India & Malaysia), the Middle East (Iran & UAE), and soon...