Insight

Aluminium: 5 things to look for in 2018

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Report summary

2018 promises to be another year of rapid developments for the aluminium market. Once again it will be events related to China that will shape the trajectory of prices and the global aluminium market balance. China supply reforms, the possible capping of future growth in Chinese smelting capacity additions, trade cases against Chinese exports of semis and the direction of premia will be the stand out factors.

What's included

This report contains

  • Document

    Aluminium: 5 things to look for in 2018

    PDF 284.41 KB

Table of contents

  • Executive summary
  • How will premiums shape up in 2018?
  • Chinese semis exports under attack from trade cases
  • China supply reforms: 2 steps forward one step back
  • Rules on replacement quotas expected to cap China’s smelter capacity growth
  • Alumina price swings

Tables and charts

This report includes 2 images and tables including:

Images

  • Global aluminium premia
  • US import of sheets and foils from China affected by the trade case

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