Global aluminium investment horizon outlook - Q3 2024
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Aluminium medium-term outlook
- Alumina medium-term outlook
- Bauxite medium-term outlook
-
Aluminium long-term outlook
- Which countries are likely to host new aluminium capacity?
- The price to pay for carbon emissions
- Base case incentive price
- The long-term aluminium price
-
Alumina long-term outlook
- Main risks around our base case aluminium market outlook
- Scenario analysis
- Summary
- Changes to consumption forecasts since Q2 2024
-
Forecasts by region
- China
- Asia ex-China
- Europe
- North America
-
Smelter production and capacity
- Summary
-
Aluminium production changes since the last quarter
- Global smelter production and capability 2023-2034
- Asia
- China
- North America
- India
-
Refinery production and capacity
- Summary
-
Alumina production changes since the last quarter
- Global refinery production and capacity 2022-2033
- China
- Africa
- Asia ex-China
- Indonesia
- Malaysia
- India
- Latin America and the Caribbean
- 1 more item(s)...
-
Bauxite production
- Africa
- Asia (excl. China)
- China
- Latin America and the Caribbean
- Oceania
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Forecasting methodology
- Project Classification
- Supply disruptions
- Market-driven adjustment
- 4 more item(s)...
Tables and charts
This report includes the following images and tables:
- Global aluminium balance and prices
- Primary aluminium demand and capacity, 2000-2034, Mtpa
- Stock days of consumption and price
- Global supply-demand balance
- Middle East alumina requirement and imports (kt)
- Stock days and price
- Smelter grade alumina balance
- Alumina demand and capacity, 2010-2034, Mtpa
- Global alumina balance and prices
- Seaborne bauxite supply-demand balance and prices
- Seaborne bauxite supply - demand, Mt (dry)
- Kamsar - Yantai, Bauxite Capesize Voyage Rates, US$/t
- 34 more item(s)...
What's included
This report contains:
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