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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...
How China's 13th five-year plan could affect steel demand
The Chinese government released the framework for its 13th five-year-plan (FYP) in March 2016. The plan outlines the country's economic and social ...
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...
Is US’ steel bonanza in final countdown?
More than a year has passed since the coronavirus crisis took US’ steelmaking industry to one of its ugliest times in history. Back in April 2020, ...
It’s déjà vu as China experiences more aluminium smelting power shortages
After experiencing unprecedented power constraints and capacity suspensions in 2021, China is again plagued by power shortages. Since July, Sichuan...
Jamalco’s delayed restart to intensify Atlantic alumina deficit
A major fire at Jamalco’s powerhouse on 22 August, extensively damaged that section of the plant. The powerhouse produces power, compressed air and...
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