Insight
Aluminium supply: battered but resilient?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
2022 was one of the most disruptive years for global aluminium supply with nearly 4.5 Mtpa capacity impacted due to the energy crisis in Europe and hydropower shortages in China. Even so, more aluminium capacity is at risk as power contracts and hedges expire. In this insight, we examine the varying types of smelter power contracts to assess how much aluminium capacity may be at risk in the near term.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
2026 Metals and Mining at half time: more fragile than it looks, more resilient than it feels
2026 Metals and mining at half time: more fragile than it looks, more resilient than it feels. Our mid-year review unpacks what comes next.
$1,050
Insight
US sanctions hit Russia’s major coal producers
Impacts on seaborne thermal and metallurgical coal trade flows of US sanctions against major Russian coal producers.
$1,100
Insight
Iran war scenarios: implications for the gas and LNG market
Gas and LNG supply, demand and prices under different Iran war scenarios
$950
