Global aluminium long-term outlook Q3 2015
*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
- Executive summary
-
Demand
-
Overview
- Changes to consumption forecasts since Q2 2015
-
Forecasts by region
- Asia
- China
- Chinese primary aluminium consumption (Mt and year-on-year % growth)
- India
- Japan
- Thailand
- The Middle East
- Europe
- European primary aluminium consumption (kt)
- Americas
- North America
-
Overview
-
Supply
-
Refinery production and capacity
- Summary
- Actual and refinery capacity utilisation, 2007-2025
- Global alumina capacity and demand, 2005-2035
- Refinery production changes since Q2 2015 and forecasts
-
Global refinery production and capacity 2014-2035
- Africa
- Contributions to 23Mt/a alumina supply growth before adjustments, 2014-2018
- North America
- Latin America
- Latin America alumina production 2014-2018, 2020, 2025 and 2035 (kt)
- Middle East
- Chinese alumina production increases, 2014-2018 (kt/a)
- Some additional bauxite projects with China import potential
- Elsewhere in Asia
- Europe
- Russia and the Caspian
- Oceania
-
Smelter production and capacity
- Summary
- Projected Non-China aluminium production increases, 2014-2018, (kt)
- Contributions to 10Mt/a aluminium supply growth, 2014-2018
- Smelter production changes since Q2 2015 and forecasts
-
Global smelter production and capacity 2014-2035
- Africa
- Africa aluminium production 2014-2018, 2020, 2025 and 2035 (kt)
- North America
- North America aluminium production 2014-2018, 2020, 2025 and 2035 (kt)
- Latin America
- Middle East
- Middle East aluminium production 2014-2018, 2020, 2025 and 2035 (kt)
- Asia
- Chinese aluminium production increases, 2014-2018 (kt/a)
- Elsewhere in Asia
- Asia aluminium production 2014-2018, 2020, 2025 and 2035 (kt)
- Europe
- Russia and the Caspian
- Oceania
-
Refinery production and capacity
-
Supply-demand balances
- Chinese cash costs reduced by 12-15% since 2013, ($/t)
- Short-term contract alumina prices, 1980-2035, ($/t)
- Global aluminium balance, 2014-2035
- Alumina
- 2004
- 2005
- 2006
- 2007
- 2008
- Aluminium
- 2005
Tables and charts
This report includes 63 images and tables including:
- Global primary aluminium consumption (Mt)
- Revisions to Q2 2015 forecast, (kt)
- Global alumina production 2014-2018, 2020, 2025 and 2035 (kt)
- Revisions to Q2 2015 forecasts (kt)
- Global aluminium production 2014-2018, 2020, 2025 and 2035 (kt)
- Supply-demand balances: Table 1
- Supply-demand balances: Table 2
- Supply-demand balances: Image 1
- Supply-demand balances: Image 2
- Supply-demand balances: Image 3
- Average one-year contract alumina prices, 1991-2035
- Supply-demand balances: Table 4
- Global SGA balance, 2014-2018, 2020, 2025 and 2035
- Supply-demand balances: Image 4
- Supply-demand balances: Image 5
- Supply-demand balances: Table 6
- Supply-demand balances: Image 6
- Supply-demand balances: Image 7
- Supply-demand balances: Table 7
- Supply-demand balances: Image 8
- Supply-demand balances: Table 8
- Supply-demand balances: Table 9
- Main changes to primary aluminium consumption forecast Q2 2015 vs Q3 2015 (kt)
- Asia primary aluminium consumption kt
- Demand: Table 4
- Fixed asset investment growth by category
- Total Chinese aluminium demand by end-use sectors (Mt)
- Share of demand by end-use sector in China
- Total construction completions
- China primary-secondary demand split
- Indian automotive production to surge
- Middle Eastern primary aluminium consumption (kt)
- Demand: Table 6
- Americas primary aluminium consumption (kt)
- North America demand by semis product (Mt)
- North America demand by end-use (Mt)
- Supply: Image 1
- Supply: Image 2
- Supply: Image 3
- Africa alumina production 2014-2018, 2020, 2025 and 2035 (kt)
- Supply: Image 4
- Supply: Table 4
- Supply: Table 5
- Middle East alumina production 2014-2018, 2020, 2025 and 2035 (kt)
- Supply: Table 7
- Supply: Image 5
- Supply: Table 8
- Supply: Table 9
- Supply: Table 10
- Russia and the Caspian alumina production 2014-2018, 2020, 2025 and 2035 (kt)
- Supply: Table 12
- Supply: Table 13
- Supply: Image 6
- Supply: Image 7
- Supply: Table 16
- Supply: Table 17
- Latin America aluminium production 2014-2018, 2020, 2025 and 2035 (kt)
- Supply: Table 19
- Supply: Table 20
- Supply: Table 21
- Europe aluminium production 2014-2018, 2020, 2025 and 2035 (kt)
- Russia and the Caspian aluminium production 2014-2018, 2020, 2025 and 2035 (kt)
- Oceania aluminium production 2014-2018, 2020, 2025 and 2035 (kt)
What's included
This report contains:
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