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China Aluminium: unravelling the impact of policies

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Report summary

After multiple false starts China s supply side reforms are beginning to bite. The China supply side narrative that this time it s different sent LME prices above the US$2100/t mark. On 4th October Wood Mackenzie hosted a Breakfast Briefing in London. Ami Shivkar discussed the key themes in the aluminium market: Industry reforms or bailout? Restarts nothing kills high prices like high prices! Replacement capacity: winners and losers US China trade

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    China Aluminium unravelling the impact of policies slides.pdf

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