Global aluminium long-term outlook Q1 2018
Report summary
Table of contents
- Executive summary
-
Demand
-
Overview
- Changes to consumption forecasts since Q4 2017
-
Forecasts by region
- Asia
- China
-
Asia (ex-China)
- Europe
- North America
-
Overview
-
Supply
-
Smelter production and capacity
-
Summary
- Global and ROW smelter capacity utilisation, 2007-2025
- Contributions to 13 Mtpa aluminium supply growth, 2017-2021
- Smelter production changes since Q4 2017 and forecasts
- Global smelter production and capacity 2016-2035
- Africa
-
North America
- North America aluminium production 2016-2021, 2025 and 2035 (kt)
-
Latin America
- Latin America aluminium production 2016-2021, 2025 and 2035 (kt)
-
Middle East
- Middle East aluminium production 2016-2021, 2025 and 2035 (kt)
- Asia
-
Summary
-
Smelter production and capacity
-
Supply-demand balances
- Aluminium market review and outlook
-
Long-term alumina prices
- Short-term contract alumina prices, 1980-2035, (US$/t)
Tables and charts
This report includes 70 images and tables including:
- Global primary aluminium consumption (Mt)
- Primary aluminium demand by region, 2010 - 2035
- Supply-demand balances: Table 1
- Supply-demand balances: Table 2
- Supply-demand balances: Table 3
- Metal prices, cash costs and aluminium stocks
- Primary aluminium cash prices, 1970-2035 ($/t)
- Supply-demand balances: Table 4
- Average one-year contract alumina prices, 1991-2035
- Supply-demand balances: Table 6
- Global SGA balance, 2014-2021, 2025, 2030 and 2035
- Main changes to primary aluminium consumption forecast Q4 2017 vs Q1 2018 (kt)
- Asia primary aluminium consumption kt
- Chinese primary aluminium consumption (Mt and year-on-year % growth)
- China total demand split by end-use sector
- Demand: Image 3
- Distribution of Chinese flat rolled capacity by scale
- Breakdown of vehicle engine type (passenger and commercial)
- Urban building completions, million square meters
- Non-residential building completions, million square meters
- Actual versus budgeted grid investment, Bn RMB
- Total aluminium consumption and per capita consumption (Mt and kg per capita)
- Demand: Table 5
- North American primary aluminium consumption (Mt and year-on year % growth)
- US aluminium demand per product
- US demand and supply for automotive sheet
- Main contributors to Chinese aluminium production increases, 2017-2022 (ktpa)
- Projected Non-China aluminium production increases, 2016-2021, (kt)
- Revisions to Q4 2017 forecasts (kt)
- Global aluminium production 2016-2021, 2025 and 2035 (kt)
- Africa aluminium production 2016-2021, 2025 and 2035 (kt)
- Supply: Table 9
- Supply: Table 10
- Supply: Table 11
- Supply: Table 12
- Supply: Table 13
- Supply: Table 14
- Supply: Table 15
- Supply: Table 16
- Supply: Table 17
- Supply: Table 18
- Supply: Table 19
- Supply: Table 20
- Supply: Table 21
- Supply: Table 22
- Supply: Table 23
- Supply: Table 24
- Supply: Table 25
- Provincial Chinese alumina refineries’ weighted average cash cost position 2017
- Provincial Chinese alumina refineries’ weighted average cash cost position Q4 2017
- Supply: Table 26
- Supply: Table 27
- Supply: Table 28
- Supply: Table 29
- Supply: Table 30
- Supply: Table 31
- Supply: Table 32
- Supply: Table 33
- Supply: Table 34
- Supply: Table 35
- Supply-demand balances: Image 3
- European primary aluminium consumption (Mt and year-on year % growth)
- European consumption and production of automotive sheet
- US imports from Europe
- US exports to Europe
- Supply: Image 1
- Supply: Image 2
- Supply: Table 6
- Supply: Table 7
- Supply: Table 8
What's included
This report contains:
Other reports you may be interested in
23 March 2018
Global nickel long-term outlook Q1 2018
Global nickel long-term outlook Q1 2018
The outlook for nickel is one of under supply, falling stocks and higher prices with deficits deepened by demand from EV batteries.
$6,75013 April 2018
Global iron ore long-term outlook Q1 2018
Global iron ore long-term outlook Q1 2018
The iron ore market is entering a cyclical downturn with the low point occurring in 2019 (price forecast: $62/t CFR).
$6,75027 March 2018
Global copper long-term outlook Q1 2018
Global copper long-term outlook Q1 2018
The long term copper price outlook remains positive as deficits emerge early in the next decade.
$6,750Trusted by leading organisations








