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Illegal capacity and pollution: two threats facing the Chinese aluminium industry
Close on the heels of coal and steel, the aluminium industry is increasingly coming under pressure to moderate capacity growth. Implementing rules ...
Yunnan’s hydro-powered aluminium or hydro-cut aluminium?
Yunnan relies on hydroelectric plants to generate more than 80% of the province's electricity. In recent years, aluminium smelters in the province ...
Redefining the nickel market
Oversupply in all nickel products highlights that using a global total nickel balance for price forecasting is currently not fit for purpose. As NP...
Can President-elect Trump’s infrastructure plan make steel and iron ore great again?
During his pre-election campaign, and again during his victory speech, President-elect Trump has made bold statements about investment in US infras...
Is China to blame for the collapse of the US aluminium smelting industry?
The sharp price decline in the LME aluminium price in late 2015 forced substantial output cuts in the US. Following the 1 Mt output cuts and subseq...
How are power shortages affecting the copper market in China?
Since mid-2021, power rationing has hit at least 18 different provinces in China, across a broad range of sectors. The focus of provincial governme...
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