Insight
Will Southeast Asia become the next Chinese aluminium production hub?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
To develop a sustainable aluminium industry, the Chinese government has forced the closure of a large number of unlicensed smelters and encouraged companies to acquire capacity quotas through mergers and acquisitions since 2017. These policies capped the country's smelter capacity at around 45 Mtpa, which is widely regarded as a hard limit. Energy consumption limits is the other powerful tool used by Chinese authorities to limit aluminium capacity expansion in the country. This insight addresses the question why Southeast Asia may be the alternative for Chinese investors to develop new aluminium capacity.
Table of contents
- Executive summary
- China’s aluminium capacity constraints
- Chinese aluminium companies have a strong urge for reinvestment
- Why Southeast Asia?
- Challenges for Southeast Asia
- New players joining the game
Tables and charts
This report includes the following images and tables:
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Global aluminium production and supply-demand balance forecastNet profit margins of Chinese public aluminium companiesExisting alumina refineries and aluminium smelters in Southeast AsiaCost competitiveness of the existing aluminium smelters in Southeast AsiaAluminium smelters and possible projects in Southeast Asia
What's included
This report contains:
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