World Aluminum Production Temporarily Moderates
September 27, 2021
1. In August, aluminum production fell again m/m in ROW and China but continued to expand y/y....
2. China’s production is set to remain undermined through Q4 2021 amid new power restrictions in Yunnan, production...
3. Conversely, ROW’s production is expected to regain traction from Q4 2021 onwards, supported by...
4. Baring production setbacks, ROW’s production growth would outpace China’s expansion in 2022. HARBOR projects ROW’s primary aluminum production will...
5. ROW production curtailments seem unlikely at this point despite rising energy and alumina prices, which have temporarily...