Commodity Market Report
Global aluminium short-term outlook October 2019
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. The global supply/demand balance for primary aluminium is negative by 1.5 Mt in 2019 but is switching to surplus from 2020. As supply-demand fundamentals deteriorate, prices weaken and smelters are more likely to curtail loss making production from 2020.
Table of contents
- China
-
Asia ex-China
- Europe
- North America
- Alumina Market Developments
Tables and charts
This report includes 22 images and tables including:
- PMI survey improving
- Seasonal lift in property sales, but unlikely to be sustained
- Fixed asset investment remains subdued
- US shipments of flat products
- US shipments of extrusions
- US imports of can sheet
- Alcoa’s smelters
- Summary of September production, kt
- Changes in aluminium production estimates since September, (kt)
- China alumina imports rise on widening arbitrage
- China alumina imports
- World ex-China alumina balances, China imports and Spot prices, 2018-2021, (kt)
- Changes in global SGA production estimates since September, (kt)
- China bauxite imports
- Price forecasts and global quarterly aluminium 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)
- EU exports of semis to the US
- China exports of semis to the EU
What's included
This report contains:
Other reports you may be interested in
Commodity Market Report
Global aluminium short-term outlook March 2024
Prices rally in late March on Yunnan supply concerns and bullish fund positioning.
$5,000
Commodity Market Report
Global aluminium short-term outlook February 2024
Investor sentiment towards aluminium turns bearish
$5,000
Commodity Market Report
Global aluminium short-term outlook January 2024
A volatile start to 2024
$5,000
