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China's aluminium smelters feel the impact of coal price fluctuations
Wood Mackenzie estimates that a US$1/t rise in the price of coal in China results in a US$6-7/t increase in C1 cash cost at smelters with dedicated...
Can China keep Russian aluminium smelters afloat?
It’s been more than two months since UC Rusal suspended operations at its 1.75 Mtpa Nikolaev alumina refinery in Ukraine. The subsequent Australian...
Can the need for new zinc smelting capacity navigate the ESG agenda?
The analysis of the forward zinc market by the Wood Mackenzie zinc markets team shows that there is a clear need for future zinc smelting capacity....
Codelco at 50: What has Chile’s copper champion achieved?
Over the past 50 years, Codelco has executed a long-term strategy, delivering gradual growth from its suite of large - in several cases mature - as...
How does the aluminium industry fit in a carbon neutral China?
President Xi Jinping announced to the 2020 UN General Assembly that China will aim to hit peak carbon emissions before 2030 and carbon neutrality b...
How is China’s nickel industry performing under the power crunch?
In the past, power shortages in China have seldom affected domestic nickel operations; yet a recent wave of forced power cuts in certain heavy indu...
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