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5 Pages

Aluminium; the end of the Indian summer?

Aluminium; the end of the Indian summer?

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.

What's included?

This report includes 1 file(s)

  • Aluminium; the end of the Indian summer? PDF - 287.44 KB 5 Pages, 1 Tables, 5 Figures


This Metals Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

For industry participants and advisors who want to look at the trends, risks and issues surrounding this topic, this report gives you an expert point of view to help inform your decision making.

Our analysts are based in the markets they analyse and work with high-quality proprietary data to provide consistent and reliable insight.

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  • Executive summary
  • Outline
    • 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
    • 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
    • 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%

In this report there are 6 tables or charts, including:

  • Executive summary
  • Outline
    • 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
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