Insight
From aluminium producer to consumer: Developing the Middle Eastern downstream sector
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Report summary
The shift to add value downstream to the Middle Eastern aluminium industry is gathering pace with a range of investments in the pipeline. However, the margin between success and failure downstream is small. Success factors in aluminium semis are significantly different to those in primary aluminium. We assess the underlying structure of regional demand, the key players and the opportunities and risks associated with a strategy of building a significant local downstream capability in the region.
Table of contents
- Executive Summary
- Background and context
- What's driving downstream aluminium development in the region?
- Construction and packaging dominate the demand landscape
-
For now It's all about extrusions, can stock and foil
- Packaging dominates GCC foil demand
-
Will growth in downstream be sustainable and profitable?
- Can the success of primary aluminium be replicated down the supply chain?
- Conclusions – beware the pitfalls of adding value
Tables and charts
This report includes 16 images and tables including:
- Middle Eastern primary output hitting new highs over the medium term
- Regional aluminium industry shifting up and down the value chain
- Project value by country
- Transport infrastructure tops the list
- Construction and packaging will continue to capture a greater share of Middle Eastern demand
- Selected local aluminium product producers
- FRP and foil dominate Chinese exports to GCC markets
- Major regional extruders by capacity and main alloys
- Selected aluminium can stock consumers in MENA
- Downstream investment provides significant employment creation opportunities
- Capital intensity of downstream projects is high in relative terms
- Ease of market entry/exit plays a key role in setting margins
- The basis for competition varies by individual rolled product....
- ....and significantly different in extrusions
- Demand for foil by end use industry
- Regional demand for foil products
What's included
This report contains:
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