Global alumina, aluminum markets face headwinds from trade flow disruptions, operational challenges

Global alumina, aluminum markets face headwinds from trade flow disruptions, operational challenges

Australia's ban on export of alumina to Russia following the war in Ukraine sent prices on a rollercoaster ride in the first half of 2022. Uncertainties surrounding the supply-demand dynamics and policies continue to loom ahead.

In the aluminum markets, Chinese smelters have been ramping up production but are facing operational losses, while elevated energy prices and operational challenges threaten further smelter curtailments in the Atlantic basin.

In this podcast, S&P Global Commodity Insights' senior managing editor Mok YuenCheng discusses with pricing specialists Jenson Ong and Germaine Lee, and analyst Lucy Tang on what lies ahead for the alumina and aluminum markets this year.

Subscribe to Platts Dimensions Pro for access to assessments and premium content covering Platts Alumina FOB Australia (MMWAU00), FOB Brazil Atlantic Differential (MMWAD04), China ExWorks (MMXCY00), as well as the Aluminum Premium CIF Japan (MMANA00) and much more.

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Episoder(645)

India's corporate renewable sourcing: Are IRECs losing ground to VPPAs amid growing demand?

India's corporate renewable sourcing: Are IRECs losing ground to VPPAs amid growing demand?

India's corporate renewable energy market is entering a new phase. While International Renewable Energy Certificates still lead the way for buyers seeking flexibility, simplicity, and cost-effective c...

17 Jun 16min

India's renewable hydrogen projects face cost, delay risks from global conflicts

India's renewable hydrogen projects face cost, delay risks from global conflicts

India has established a strong foothold in the emerging clean fuels industry, leveraging its low-cost renewable energy resources to position itself as a competitively priced producer of renewable hydr...

27 Mai 29min

Global wheat markets on edge as war, weather, and fertilizer shocks drive new rally

Global wheat markets on edge as war, weather, and fertilizer shocks drive new rally

Global wheat prices have been rising since the Middle East war began in late February. Geopolitical tensions, higher fertilizer costs, and mounting weather risks in North America, and a potential El N...

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Copper markets react to high sulfuric acid prices, Middle East conflict

Copper markets react to high sulfuric acid prices, Middle East conflict

Copper TC/RCs have plunged 89% since January, hitting record lows as concentrate supply tightens and demand stays firm. At the same time, the Middle East war has driven sulfuric acid prices – an impor...

15 Mai 18min

Mounting risks for global beef prices: what's driving market uncertainty?

Mounting risks for global beef prices: what's driving market uncertainty?

Global beef prices are rising, with multiple record highs recorded for beef from Australia and Brazil, as well as in the US lean trimmings import market during the first quarter. Although strong US de...

16 Apr 12min

India's solar market faces export hurdles, pivots to domestic power

India's solar market faces export hurdles, pivots to domestic power

The Indian solar market has grown considerably over the past decade as the country continues to invest in its module and cell manufacturing capacities. However, the recent imposition of additional dut...

15 Apr 12min

In the fast-growing Brazilian I-RECs market, what challenges and opportunities lie ahead?

In the fast-growing Brazilian I-RECs market, what challenges and opportunities lie ahead?

With one of the world's largest shares of renewables in its energy generation mix, Brazil offers opportunities for companies in the country seeking to reduce their emissions. In this episode, we discu...

6 Apr 25min

Unpacking the global poultry price flip: Why are chicken legs now pricier than breast meat?

Unpacking the global poultry price flip: Why are chicken legs now pricier than breast meat?

For the first time since Platts began tracking these markets, frozen boneless chicken legs shipped to North Asia are priced higher than skinless boneless breast meat destined for the Middle East. This...

24 Mar 11min

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