Insight
Aluminium; the end of the Indian summer?
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Report summary
Following the ruling in late September in which the Indian Supreme Court cancelled coal blocks awarded in the period 1993-2010, Wood Mackenzie estimates that the cost to the Indian aluminium industry will be more than US$300 million per year.
Table of contents
- Executive summary
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Outline
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Indian smelter production growth may slow down as costs rise
- India sits in the first quartile of the global cost curve (C1 basis), 2014
- 50% increase in cost ex-mine equates to 13% delivered cost of coal
- Supreme Court ruling will increase smelter C1 cash costs in India by up to 7%
- Risks to future coal supply
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Shortage of coal and higher cost of electricity to impact the pipeline of smelter projects in India
- India projected to add more than 4Mt of smelter capacity by 2019
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Our incentive price analysis suggests that smelter projects in India will still be competitive after the Supreme Court ruling
- Investor's incentive price increases by 5%
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Indian smelter production growth may slow down as costs rise
Tables and charts
This report includes the following images and tables:
- Aluminium; the end of the Indian summer?: Image 1
- Aluminium; the end of the Indian summer?: Image 2
- Aluminium; the end of the Indian summer?: Image 3
- Aluminium; the end of the Indian summer?: Table 1
- Aluminium; the end of the Indian summer?: Image 4
- Aluminium; the end of the Indian summer?: Image 5
What's included
This report contains:
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