Global aluminium short-term outlook March 2018
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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
- Manufacturing activity in all major economies in growth mode for now
- Global benchmark premia
- China
-
Asia ex-China
- Japan
- Japanese semis output
- South Korea
- Thailand
- North America
- US
- Europe
- Summary of February production, kt
-
Alumina Market Developments
- Changes in global SGA production estimates since February, (kt)
Tables and charts
This report includes the following images and tables:
- A more pronounced global slowdown becoming a major risk
- Global supply-demand balance, 2011-2020
- SHFE stocks moving higher despite smelter cutbacks and decent demand growth
- LME cash-price and cash-three month spreads
- Sharp divergence between the official NBS and Caixin PMI's
- China's EV output jumps spectacularly in early 2018, but from a low 2017 base
- Rising land sales in 2017 could pose upside risk to the real estate sector
- Rest of World alumina balances, China imports and Spot prices, 2017-2020, (kt)
- Japanese housing starts plunge
- South Korea plate, sheet and strip imports
- 13 more item(s)...
What's included
This report contains:
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