Commodity Market Report
Global aluminium short-term outlook February 2018
Report summary
The aluminium market service short term outlook (STO) is published monthly and provides a forecast of aluminium supply and demand fundamentals over the next two-years. For a short month, February packed in a lot of developments. Despite the China market winding down for the New Year, large single day LME stock increases in Asian warehouses, the emergence of a large cash to 3 month backwardation and tougher than expected recommendations from the Section 232 investigations on aluminium imports by the US Department of Commerce kept the market on edge.
Table of contents
- China
- South Korea
- Taiwan
- US
-
Europe
- Summary of January production, kt
-
Alumina Market Developments
- Spot alumina prices, (fob US$/t)
- China’s imported bauxite receipts, (Mt)
Tables and charts
This report includes 20 images and tables including:
- PMIs flat-line ahead of Chinese New Year
- Japanese semis output
- Japanese housing starts
- Domestic shipments of sheet and plate surge
- Sheet output surges in December
- North Americanshipments of extrusions
- US imports of flat rolled products form China
- European PMI
- Rest of World alumina balances, China imports and Spot prices, 2017-2020, (kt)
- Changes in global SGA production estimates since January, (kt)
- Price forecasts and world quarterly supply/demand balance – (kt)
- Global primary aluminium consumption (kt)
- Global alumina production (kt)
- Global primary aluminium production (kt)
- Alumina supply/demand balance global summary (kt)
- Aluminium supply/demand balance global summary (kt)
What's included
This report contains:
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