Asian aluminum markets continue to see lackluster demand and ample stocks pressuring premiums, though the sporadic reopening of the Chinese import arbitrage window is providing support across the region.
Further upstream in the alumina markets, flat demand remains a drag on prices globally, but cost pressures and output curtailments are keeping significant declines at bay.
As the market looks at what’s ahead for 2024, YuenCheng Mok, Senior Managing Editor of Asia nonferrous metals at S&P Global Commodity Insights discusses the key developments in the Asian alumina and aluminum markets with Jenson Ong and Germaine Lee from the Asia nonferrous metals team, and Lucy Tang, market specialist for Metals.
In this podcast, find out what’s in-store in the near term for these markets.
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Asian LNG procurement heating up as winter approaches
Asian polymer exports to Europe tick up as regionalisation ebbs
Europe’s energy crisis: is storage fit for purpose?
Used cooking oil: Is it the new liquid gold?
New and old challenges facing the chemicals distribution industry, with Univar's Powell
Burned out: Has a sizzling economy actually fizzled out US metals and polymers?
US power markets are hot, hot, hot, but summer peak season is far from over
Global alumina, aluminum markets face headwinds from trade flow disruptions, operational challenges
Canadian wheat emerges as key supply market amid global turmoil
India’s steel export tariffs: A case of missed opportunities?
US Gulf of Mexico hurricane season threatens energy trade flows with potential global impact
With war in Europe, focus sharpens on the US as a global natural gas supplier
Easing lockdowns in Shanghai: a boost for container freight or a headache in the making?
How has the war in Ukraine, China’s 'zero-COVID' strategy impacted sulphuric acid, copper?
Can Europe’s gas generation survive a Russian supply phase out?
What’s been driving recent volatility in global clean tanker freight?
How has the Russia-Ukraine war impacted polymer markets?
Goldman’s Currie sees supply constraints extending oil price boom
Dead in the Water: Have LNG price spikes killed the case for LNG bunkers?
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