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China aluminium smelter restarts slower than anticipated
China curtailed nearly 4.6Mt of production (excluding restarts) since January 2015. Wood Mackenzie estimates that China could potentially restart a...
China Aluminium: unravelling the impact of policies
After multiple false starts, China’s supply-side reforms are beginning to bite. The China supply-side narrative, that this time it’s different, sen...
Impact of China’s pollution controls on aluminium
On February 20th the Chinese government approved a directive that orders the temporary (seasonal) closure of several industrial assets around Tianj...
India blocks Chinese aluminium foil imports
On 16 May, in order to protect domestic manufacturers against subsidized imports, the Department of Revenue, part of the Finance Ministry of India ...
Indian seaborne iron ore requires US$60/tonne price to breakeven
While the cost of mining and processing iron ore in India is low, high transport costs and a 30% export tax on high grade ore make the industry unc...
Copper demand prospects are strengthening as EV uptake gathers pace. How is the semis industry responding?
End-use copper demand from passenger electric vehicles (EVs) is estimated to increase exponentially over the next decade. A large part of this incr...
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