Global aluminium long-term outlook Q3 2020
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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 market outlook
- Long-run aluminium prices
-
Alumina market outlook
- Long-run alumina prices
-
Bauxite market outlook
- Main risks around our base case aluminium market outlook
- Scenario analysis
- A path to greener aluminium
- Summary
- Changes to consumption forecasts since Q2 2020
-
Forecasts by region
- China
- Asia ex-China
- Europe
- North America
- United States
- Project Classification
- Supply disruptions
- Market-driven adjustment
-
Smelter production and capacity
- Summary
- Global smelter production and capacity 2019-2040
- Asia
- China
- India
- Indonesia
- Malaysia
- Europe
- 2 more item(s)...
-
Refinery production and capacity
- Summary
- Global refinery production and capacity 2019-2040
- Africa
- Asia
- India
- Indonesia
- China
- Europe
-
Bauxite production
- Africa
- Asia (excl. China)
- China
- Latin America and the Caribbean
- Oceania
- Forecasting methodology
- Rationale, risks and IRR methodology
- Assumptions used to construct incentive prices
- Risks around the incentive price
-
Bauxite pricing
- Global smelter production and capability 2019-2040
- Global refinery production and capability 2019-2040
- Global bauxite production, demand and regional balances 2019-2040
- 1 more item(s)...
Tables and charts
This report includes the following images and tables:
- Global aluminium balance and prices
- Primary aluminium demand and capacity, 2010-2040, Mtpa
- Stock days of consumption and price
- Global supply-demand balance
- Metal prices, cash costs and aluminium stocks
- Global alumina balance and prices
- Stock days and price
- Smelter grade alumina balance
- Alumina demand and capacity (95% utilisation), 2010-2040, Mtpa
- Global seaborne bauxite balance and prices
- Seaborne supply and demand, Mt (dry)
- Quality-adjusted weighted average fob prices for low temperature bauxite, 2020-2040
- 71 more item(s)...
What's included
This report contains:
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