Aluminium Market Oversupplied, Demand Growth Flat
Base metals prices reacted positively to the progress registered in the latest round of US – China trade talks in...
Goran Djukanovic
Aluminium at the LME Week – Key Takeaways
Between October 28 and November 1st, London hosted the traditional London Metals Exchange (LME) Week gathering of analysts, brokers, traders and industry experts from all over the world to hear and exchange information on latest developments related to base metals and their...
Aluminium of Greece (AOG): is the Pechiney spirit still alive?
Between September 24-25, FastmarketsMB organized its annual aluminium conference in Athens. A day before the conference, in accordance with an...
International Aluminium 2019 Conference – Key Takeaways
The FastmaketsMB aluminium conference is the sequel to the Metal Bulletin aluminium conferences, which have traditionally been one of oldest...
Events
Electric Vehicles (EVs): outlook for sales and aluminium demand
After last year’s electric vehicles (EVs) sales increase of 72% year/year, to 2.02 million, this year’s growth is expected to slow to around 3 million EVs sold, or around 50% increase y/y. But there’s an important caveat: the figure operates under the assumption that sales will recover in the second half of the year, as […]
Are Things Finally Looking Up For The Aluminium Market?
Base metals prices recovered sharply in the first half of September, after a seasonal slump in August, as investors and traders hope that easing trade tensions between U.S. and China might boost demand for metals in the remaining part of the year. However, analysts are mostly cautious, expecting a further slowdown of the global economy […]
Alcoa Under the Scanner – Surviving in Poor Market Conditions
Since Alcoa (NYSE: AA) launched as an independent company – (after spinning off its downstream segment in November 2016, now rebranded as Arconic,), the company has continued to fight tough market conditions to secure growth. The split was not a surprise to market watchers, as it came after the average LME cash price for 2016 […]
Aluminium Prices Under Double Pressure: Trade Wars and Chinese Exports
Base metals prices tumbled to their lowest in several weeks at the start of August, after U.S. President Donald Trump said he would slap a 10% tariff on the remaining US$ 300 billion of Chinese imports from September 1, after no progress was achieved at the last round of talks. It’s clear that the trade […]
Is Rio Tinto’s ISAL smelter a bargain or a smart investment?
At least three companies (including Swiss commodity trader Glencore and German Trimet Aluminium) have expressed interest in buying Rio Tinto’s aluminium assets in Iceland, Sweden and the Netherlands, priced at up to US$ 350 million, news agencies reported earlier this month. A source cited by Reuters mentioned that Liberty House is also interested in these […]