Commodity Market Report
Global aluminium short-term outlook September 2022
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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
Aluminium prices have been under pressure for most of September. A US dollar index at a 20-year high combined with slowing economic activity in China and the rest of the world dragged the official cash price down from close to US$2500/t on 28 August to below US$2100/t a month later. News of a possible change to the LME’s stance on Russian metal sent the LME aluminium price to an intra-day high of just over US$2300/t. At the time of writing, the price had retreated towards US$2200/t after the LME clarified that no decision had been made to launch a discussion paper on the warranting of Russian-origin metal. Nevertheless, we expect the price to remain under pressure from the continued flow of negative economic news.
Table of contents
- China
- Asia ex-China
- Europe
- North America
- Alumina Market Developments
Tables and charts
This report includes the following images and tables:
- Investment activity growth holds steady
- Manufacturing in contraction mode
- New property starts continue to fall
- Auto sales and output extend gains on government support
- Japan shipments of rolled and extruded products
- German semis output falling fast
- Chinese semis exports to Europe fall on duty re-imposition
- US Shipments of flat rolled products
- Non energy related cuts in ROW and energy related cut at Hawesville
- Energy related cuts in Europe
- Summary of August production, kt
- Russian and Eastern Europe aluminium output (Mt annualised)
- 17 more item(s)...
What's included
This report contains:
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