Global Aluminium Long-Term Outlook Q1 2018 - ResearchAndMarkets.com

DUBLIN--()--The "Global Aluminium Long-Term Outlook Q1 2018" report from Wood Mackenzie has been added to ResearchAndMarkets.com's offering.

The aluminium metal market service long term outlook (LTO) is published quarterly and provides a detailed forecast of aluminium supply and demand fundamentals out to 2035. We project a tight global balance out to 2022 on firm demand expansion and China capacity restraint. Our assessment of global fundamentals continues to point to a tight market in terms of days of consumption.

A reduced pace of output in China on the back of pollution controls and restrictions on capacity build will cap output growth. Outside China, we see output additions in the US, Middle East and India. Beyond 2022 China's supply side reforms will place a limit on capacity additions and shift the focus of future additions to capacity to the world ex-China.

Key Topics Covered

  • Executive summary
  • Demand
  • Overview
  • Changes to consumption forecasts since Q4 2017
  • Forecasts by region
  • Asia
  • China
  • Asia (ex-China)
  • Europe
  • North America
  • Supply
  • Smelter production and capacity
  • Summary
  • Smelter production changes since Q4 2017 and forecasts
  • Global smelter production and capacity 2016-2035
  • Africa
  • North America
  • Latin America
  • Middle East
  • Asia
  • Supply-demand balances
  • Aluminium market review and outlook
  • Long-term alumina prices

Images

  • Primary aluminium demand by region, 2010
  • Metal prices, cash costs and aluminium stocks
  • Primary aluminium cash prices, 1970-2035 ($/t)
  • China total demand split by end-use sector
  • Distribution of Chinese flat rolled capacity by scale
  • Breakdown of vehicle engine type (passenger and commercial)
  • Urban building completions, million square meters
  • Non-residential building completions, million square meters
  • Actual versus budgeted grid investment, Bn RMB
  • Total aluminium consumption and per capita consumption (Mt and kg per capita)
  • US aluminium demand per product
  • US demand and supply for automotive sheet
  • Provincial Chinese alumina refineries' weighted average cash cost position 2017
  • Provincial Chinese alumina refineries' weighted average cash cost position Q4 2017
  • European consumption and production of automotive sheet
  • US imports from Europe
  • US exports to Europe

Tables

  • Global primary aluminium consumption (Mt)
  • Average one-year contract alumina prices, 1991-2035
  • Global SGA balance, 2014-2021, 2025, 2030 and 2035
  • Main changes to primary aluminium consumption forecast Q4 2017 vs Q1 2018 (kt)
  • Asia primary aluminium consumption kt
  • Chinese primary aluminium consumption (Mt and year-on-year % growth)
  • North American primary aluminium consumption (Mt and year-on year % growth)
  • Main contributors to Chinese aluminium production increases, 2017-2022 (ktpa)
  • Projected Non-China aluminium production increases, 2016-2021, (kt)
  • Revisions to Q4 2017 forecasts (kt)
  • Global aluminium production 2016-2021, 2025 and 2035 (kt)
  • Africa aluminium production 2016-2021, 2025 and 2035 (kt)
  • European primary aluminium consumption (Mt and year-on year % growth)

For more information about this report visit https://www.researchandmarkets.com/research/kf8787/global_aluminium?w=4

Contacts

ResearchAndMarkets.com
Laura Wood, Senior Manager
press@researchandmarkets.com
For E.S.T. Office Hours Call 1-917-300-0470
For U.S./CAN Toll Free Call 1-800-526-8630
For GMT Office Hours Call +353-1-416-8900
Related Topics: Aluminium

Contacts

ResearchAndMarkets.com
Laura Wood, Senior Manager
press@researchandmarkets.com
For E.S.T. Office Hours Call 1-917-300-0470
For U.S./CAN Toll Free Call 1-800-526-8630
For GMT Office Hours Call +353-1-416-8900
Related Topics: Aluminium