Surge for demand in Aluminium? Since the onset of the global pandemic, decarbonisation has become a core pillar of government policy for most major economies. Aluminium is likely to see strong demand from low-carbon technologies and constraints on supply due to a crackdown on high-carbon production and electricity use. This shift means the long-term fundamental […]
June 30, 2021
what does this mean for consumers? Pressure from society, industrial consumers and governments to cut CO2 emissions from aluminium production is imposing costs on producers. Whether this cost is absorbed by governments or passed on to industrial consumers through higher premiums or underlying aluminium prices is subject to significant policy uncertainty. Background The global […]
April 14, 2021
Why is china facing obstacles? Strong growth in China aluminium smelting capacity and primary output over the last year have weighed on aluminium market sentiment and kept the global market in surplus. However, fresh determination in China to clamp-down on energy-intensive and high-carbon industries threaten approvals for new projects and expectations for continued supply growth […]
March 5, 2021