Global aluminium strategic planning outlook - Q1 2023
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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
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Aluminium long-term outlook
- Which countries are likely to host new aluminium capacity?
- The price to pay for carbon emissions
- Base case incentive price
- The long-term aluminium price
- Alumina long-term outlook
- Aluminium medium-term outlook
- Alumina medium-term outlook
-
Bauxite medium-term outlook
- Main risks around our base case aluminium market outlook
- Scenario analysis
- Summary
- Changes to consumption forecasts since Q4 2022
-
Forecasts by region
- China
- Asia ex-China
- India
- Europe
- North America
- United States
-
Smelter production and capacity
- Summary
-
Aluminium production changes since the last quarter
- Global smelter production and capacity 2022-2050
- Asia
- Asia ex-China
- China
- Europe
- Middle East
-
Refinery production and capacity
- Summary
-
Alumina production changes since the last quarter
- Global refinery production and capacity 2022-2050
- Asia
- China
- India
- Vietnam
-
Bauxite production
- Africa
- Asia (excl. China)
- China
- Latin America and the Caribbean
- Oceania
-
Forecasting methodology
- Project Classification
- Supply disruptions
- Market-driven adjustment
- 4 more item(s)...
Tables and charts
This report includes the following images and tables:
- Alumina incentive price, capital intensity and location
- Long term price forecast at US$430/t – Incentive price US$500
- Average alumina prices, 1991-2050 and incentive price (US$/t)
- Global aluminium balance and prices
- Primary aluminium demand and capacity, (92% utilisation) 2010-2050, Mtpa
- Stock days of consumption and price
- Global supply-demand balance
- Stock days and price
- Smelter grade alumina balance
- Alumina demand and capacity, 2010-2050, Mtpa
- Global alumina balance and prices
- Global seaborne bauxite balance and prices
- 34 more item(s)...
What's included
This report contains:
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