Metals Data Response Global Aluminium Production (Nov.) A low base in 2021 is driving an increase in global aluminium output this year, but the bigger picture is that growth in supply is slowing as high power costs and soft demand take their toll. 20th December 2022 · 2 mins read
Metals Data Response Global Aluminium Production (Oct.) While the latest year-on-year increase in global aluminium production is suggestive of an improving supply environment, output actually fell in absolute terms and probably has further to fall from... 21st November 2022 · 2 mins read
Industrial Metals Update Aluminium price to edge higher despite recession As the global economy tips into recession, aluminium demand growth will remain weak next year. However, we think supply growth will be even softer, pushing stocks lower and the price higher. 20th October 2022 · 4 mins read
Metals Data Response Global Aluminium Production (Sep.) The acceleration in year-on-year production growth in September paints a prettier picture of supply than reality. The global economic downturn and high energy prices will weigh on supply from here. 20th October 2022 · 2 mins read
Metals Data Response Global Aluminium Production (Aug.) Global aluminium production rose at a slightly faster pace in August than in July, as Chinese production picked up and helped to compensate for a steeper reduction in European output. However, it... 20th September 2022 · 2 mins read
Commodities Update Demand outlook deteriorating The latest manufacturing PMIs out of China and emerging Asia point to a worsening demand outlook for commodities, but especially industrial metals. This adds weight to our view that industrial metals... 1st September 2022 · 2 mins read
Metals Data Response Global Aluminium Production (July) Global aluminium production rose at a slightly slower pace in July, mostly because production in North America fell at a faster clip, while output in Europe continued to slump. Production growth could... 22nd August 2022 · 2 mins read
