Insight
China Aluminium: unravelling the impact of policies
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
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
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Webinar: The polyester chain in the shadow of the closure of the Strait of Hormuz
Watch our webinar assessing the impact of the Middle East conflict on the polyester value chain here
$900
Insight
Long-term impacts of Russian refinery outages
How could global trade flows change if Russian oil product exports remain low?
$900
Insight
The impact of 50% tariffs on US steel
US 50% steel tariffs redraw trade flows. We assess the impact on demand, production, and top exporters. No partner is immune.
$1,050
