Demand for aluminium automotive body sheet (ABS) has grown rapidly over the last 2 years. Ever stringent CO2 emission standards and targets in developed economies has triggered a wave of investment by vehicle manufacturers to meet near term emission targets, much of which has been focused on light weighting. In developing markets, original equipment manufacturers (OEMs) are also increasingly facing the challenges posed by every tighter environmental legislation. We explore the impact of this trend on demand for aluminium automotive sheet at a granular OEM level. The impact on ABS demand varies across regions with different CO2 emission regimes generating different impacts on aluminium sheet demand. Nevertheless, we expect significant uplift in ABS demand over the next five years with a risk that our base case number could well prove to be conservative.
This report includes 1 file(s)
Automotive aluminium sheet: the road ahead Part 1 PDF - 452.18 KB 13 Pages, 4 Tables, 12 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.
We provide unique in-depth analysis of the metals supply industry so you can make confident strategic decisions.
Wood Mackenzie's clients include every major player in the global energy, metals and mining industries. We are recognised as a leading authority by international and national energy, metals and mining companies, leading financial institutions, governments and government agencies. We work with a range of diverse teams within our clients, from strategy and policy makers, business developers and market analysts, through to corporate finance, risk teams and investors.
Having Wood Mac analysis is table-stakes. Others are nice to have.
Analyst Metal Mining Producer
Wood Mac has the highest quality data and is demanded by our staff.
Portfolio Manager Integrated Oil Company
Others can provide data but we value the quality of the Wood Mac analysis above other sources.
Wood Mackenzie, a Verisk Analytics business, has been a trusted source of commercial intelligence for the world's natural resources sector for more than 40 years, empowering clients to make better strategic decisions with objective analysis and advice.
We work across every sector of oil, gas, power,renewables,chemicals, metals and mining, covering more than 150 countries. Our proprietary data and models are at the core of everything we do, ensuring our independent asset and company valuations are thoroughly robust and that we offer an accurate forward-looking view of economic indicators such as market supply, demand and price trends.
Our 500+ analysts are based in the regions they cover, cultivating an unrivalled depth of understanding to help clients accurately identify new opportunities, define their strategy and improve business performance.
At every stage, our teams readily collaborate and share their insight to provide an integrated perspective across entire industries. It is this unique and rigorous analytical approach that ensures we are recognised as the industry standard by the world’s most innovative organisations.
Insight | Nov 2015
Automotive aluminium sheet: the road ahead Part 1
Have questions?Just let us know how to contact you and we will respond to you as soon as possible.