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市場調查報告書

鋁金屬的全球市場分析 (以季度為基礎)

Global Aluminium Metals Report Q3 2017

出版商 BMI Research 商品編碼 353372
出版日期 內容資訊 英文 78 Pages
商品交期: 最快1-2個工作天內
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鋁金屬的全球市場分析 (以季度為基礎) Global Aluminium Metals Report Q3 2017
出版日期: 2017年05月24日 內容資訊: 英文 78 Pages
簡介

本報告提供全球鋁金屬市場最新趨勢相關分析,目前市場上主要趨勢、結構的變化,及近來的供給量、需求量、貿易量、交易價格趨勢,主要企業的業績與產業策略等相關調查。

BMI產業分析

  • BMI的見解

價格趨勢的預測

  • 對全球鋁市場:市場均衡的緩慢的復甦

全球市場的供給、需求、貿易趨勢

  • 全球鋁市場:預計中國主導造成的過剩供給狀態持續
  • 供給趨勢:由於中國的過剩供給,他國被迫進一步減產
  • 需求趨勢:中國市場的成長率極低
  • 貿易趨勢:來自中國的出口量的更為增加

礦石的供給情形:礬土

  • 礬土:新計劃促進成長

競爭環境

  • 企業簡介
  • 全球性企業的最新策略:Alcoa
    • 企業概要
    • 企業策略
    • 最新的成果
    • 企業詳細趨勢
  • Aluminum Corporation of China (Chalco)
    • 企業概要
    • 最新的財務實際成果
  • 全球性企業的最新策略:RUSAL
    • 最新的實際成果
  • National Aluminium Company (NALCO)
  • Emirates Global Aluminium

資料附表

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目錄
Product Code: 2397-5164

BMI View:We forecast aluminium prices to average USD1,750/tonne in 2017 and remain on a gradual incline thereafter as the global aluminium surplus recedes by 2019.

Latest Developments And Structural Trends

Price Forecast

  • We have increased our 2017 aluminium price forecast to USD1,750/tonne from USD1,700/tonne, reflecting a slightly higher-than-expected trading range for the metal following the solid rally in over 2016 and into the first few months of 2017 due to positive investor sentiment. However, our average forecast implies aluminium prices will unwind over the coming months from a spot price of USD1,940/ tonne as of April 24. We hold this view across base metals as an easing of Chinese expansionary fiscal policy and resilience by the US dollar will weigh on prices. Additionally, we expect it to become evident that China's announced aluminium capacity cuts in January will not materialise into reduced production, thus adding to the downward pressure on prices in the near-term.

Table of Contents

BMI Industry View

  • Table: Global - Aluminium Supply, Demand & Price Forecasts

Price Forecast

  • Global - Aluminium: Near-Term Weakness To Give Way To Steady Gains
    • Table: BMI Aluminium Forecasts
    • Table: Global Aluminium Supply, Demand & Price Forecasts

Global Trends In Supply, Demand And Trade

  • Global - Aluminium: Gradual Shift To Global Deficit
    • Table: Global - Aluminium Supply, Demand & Price Forecasts
  • Supply: Production Growth To Decelerate Beyond 2017
    • Table: Primary Aluminium Production Forecasts
  • Demand: Steady Growth Ahead
    • Table: Primary Aluminium Consumption Forecasts
  • Trade: US Protectionism To Complicate Aluminium Imports

Mine Supply: Bauxite

  • Global - Bauxite: Asian Countries To Drive Growth
    • Table: Select Countries - Bauxite Production Forecasts
    • Table: Global Bauxite Projects

Competitive Landscape

  • Table: Largest Listed Aluminium Producers - Key Financial & Operational Data

Company Profile

  • Global Company Strategy - Alcoa - Q3 2017
    • Table: Select Commodities - Price Forecasts
    • Company Background
    • Company Strategy
      • Table: Alcoa - Financial Data
  • Global Company Strategy - Aluminum Corporation of China (Chalco) - Q3 2017
    • Table: Select Commodities - Price Forecasts
    • Table: Chalco - Key Financial Data
  • Global Company Strategy - RUSAL - Q3 2017
    • Table: Select Commodities - Price Forecasts
    • Table: UC RUSAL - Key Projects
    • Table: UC RUSAL - Key Financial Data
  • Aluminium Bahrain - Q3 2017
    • Table: Alba - Financial Data
  • Emirates Global Aluminium - Q3 2017

Data Appendix

  • Appendix
    • Table: Global - Aluminium Supply, Demand & Price Forecasts
    • Table: Primary Aluminium Production Forecasts
    • Table: Primary Aluminium Consumption Forecasts

Methodology

  • Cross Checks
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