Insight
Can China keep Russian aluminium smelters afloat?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
It’s been more than two months since UC Rusal suspended operations at its 1.75 Mtpa Nikolaev alumina refinery in Ukraine. The subsequent Australian alumina export ban put further pressure on Rusal to secure the necessary tonnages to maintain stable output. There have been widespread concerns that the closure of the Nikolaev refinery together with a loss of shipments from QAL would severely dent the ability of Russian aluminium smelters to maintain planned metal output levels. In this insight we explore how China is keeping Rusal’s smelters going.
Table of contents
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Can China keep Russian aluminium smelters afloat?
- Is Chinese or Australian alumina going to Russia?
- Does China have surplus alumina for exports?
- What are the additional costs for Russian smelters importing alumina from China?
- China as the market of last resort for alumina
Tables and charts
This report includes the following images and tables:
- China monthly alumina imports and exports (kt)
What's included
This report contains:
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