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市場調查報告書

礬土及氧化鋁產業的策略性全球展望 2030年

A Strategic Global Outlook for the Bauxite and Alumina Industry out to 2030

出版商 Metal Bulletin Research 商品編碼 312901
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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礬土及氧化鋁產業的策略性全球展望 2030年 A Strategic Global Outlook for the Bauxite and Alumina Industry out to 2030
出版日期: 2015年02月01日 內容資訊: 英文
簡介

本報告以全球礬土及氧化鋁產業為焦點,提供今後至2030年期間之各地區、國家的供需的變遷預測,市場現狀、趨勢、課題、展望、競爭環境等相關的調查資訊彙整。

主要的調查內容

  • 中國的氧化鋁進口的方向為何?
  • 中國之外的新氧化鋁供給國為何?
  • 幾內亞:太少太遲?是否注意到其巨大的可能性?
  • 澳洲、南非的礬土、氧化鋁市場到達頂峰了嗎?
  • 歐洲、北美:進一步續跌
  • 中東:來日自給自足?
  • 氧化鋁生產的礬土替代物的展望:煤炭灰、黏土

調查對象企業

  • Aluminium Bahrain (Alba)
  • Alcoa (including Alumina Limited)
  • Aluar
  • Anrak
  • Asahan
  • Bauxite and Alumina Trading Company of Jamaica Limited (BATCO)
  • BHP Billiton
  • Birac
  • Century Aluminum
  • Chalco
  • China Power Investment
  • Corporation (CPI)
  • Companhia Brasileira de Aluminio (CBA)
  • Corporacion Venezolana de Guayana (CVG)
  • Dadco
  • Egyptalum
  • Emirates Global Aluminum (EGA)
  • Eurasian Natural
  • Resources Corporation (ENRC)
  • Eti Aluminium
  • Glencore Xstrata (Glencore)
  • Hindalco
  • Hongqiao
  • Hydro Aluminium
  • Itochu/Sojitz
  • Ma'aden
  • Mytilineos
  • Nalco
  • Noranda
  • Press Metals
  • Rio Tinto
  • Talco
  • Trimet
  • UC Rusal
  • Vedanta
  • Vimetco
  • Vinacomin
  • Xinfa Aluminium and Electricity Group

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目錄

Metal Bulletin Research has worked with the leading market consultant on the bauxite/alumina markets, Martin Haller, to bring the most comprehensive, informed and revealing study into the sector. Four months of extensive research (including knowledge accumulated from direct field research in Indonesia, Vietnam and other countries) allow us to provide you with the most up-to-date, detailed and independent view on the market and companies out to 2030.

Key Questions Answered in This Report?

  • What direction will Chinese alumina imports take?
  • Where will the new alumina supply outside of China come from?
  • Guinea - too little too late? Will it ever realize its huge potential?
  • Has the bauxitealumina sector in Australia and South America peaked?
  • Whither Europe and North America - further long run decline?
  • The Middle East - selfsufficiency one day?
  • What are the prospects for alternatives to bauxite - coal ash and clays - in the production of alumina?

The global bauxite and metallurgical alumina industry is facing critical issues today ranging from the strategic direction China will take, future supply sources, as well as future pricing arrangements - among other considerations. Over the last 20 years the global supply of bauxite has been dominated by mines in Australia, South America and West Africa. However, with increasing demand from independent Asian alumina refineries it is unlikely that their needs will, or even can, continue to be met by existing industry players.

The successful development of new mines within China and elsewhere in Southeast Asia will be vital in coming years to ensure that demand is met.

Metal Bulletin Research's in-depth study, A Strategic Global Outlook for the Bauxite and Alumina Industry out to 2030, provides coverage by region and major markets for supply, demand and pricing.

Assessment of all the key bauxite and alumina players in the market - who's long, who's short? How will those positions change over the coming decade?

Analysis of the economics and political situation of bauxite mining and alumina production in the key mining regions, South America, West Africa, Australia and Asia.

Balances and flows for each market including specific company production and strategic profiles detailing MGA balances, bauxite supply by operation, MGA supply by smelter, total alumina supply by operation and primary supply by smelter annually out to 2030.

Access core expertise from our Alumina/Bauxite consultants

Martin Haller

Martin has been associated with the bauxite and alumina industry for 25 years, with previous employment at CRU, Dresdner Bank. Billiton and Brook Hunt/Wood Mackenzie. After completing his MA in economics at Manchester University in 1989 he worked as a metals economist at CRU, where he was an aluminium industry analyst, working on market forecasting, cost analysis, multi-client work and bespoke research. He worked for several years at Kleinwort Benson (Dresdner Bank), where he was manager of steel and metals equity research, producing financial analysis on metals and mining companies and was involved in numerous IPO syndicates. At Billiton he was an M&A analyst, supporting Billiton in its strategy of commodity and geographic diversity, providing economic and financial analysis of major mergers and acquisition targets. At Brook Hunt/Wood Mackenzie his principal responsibilities included research and modelling of the bauxite, alumina, aluminium and power markets. His consulting roles included strategic analysis and contract negotiation support. Martin now specializes in the aluminium industry, with a focus on financial modelling and analysis of metals/mining assets. Martin has hands-on experience with the alumina/ bauxite industry, with in depth knowledge of all the world bauxite mines and alumina refineries. Martin has visited over 100 aluminium operations (mines, refineries, smelters) worldwide - in every continent. The author has worked through three major downturns in the aluminium industry and has seen what the survivors have done to come through to the other side.

Yang Cao

Yang Cao is Metal Bulletin Research's principal analyst covering the global aluminium sector. He regularly undertakes in-depth market and price analysis, and is editor of MBR's Aluminium Weekly Tracker. He holds a Bachelor degree in Finance in China and has previously worked at KPMG and Standard Chartered Bank. He holds a Masters degree in Economics and Finance from the University of York. He is also learning towards Chartered Financial Analyst level III.

The Outlook for Company Bauxite and Alumina Balances for:

  • Aluminium Bahrain (Alba)
  • Alcoa (including Alumina Limited)
  • Aluar
  • Anrak
  • Asahan
  • Bauxite and Alumina Trading Company of Jamaica Limited (BATCO)
  • BHP Billiton
  • Birac
  • Century Aluminum
  • Chalco
  • China Power Investment
  • Corporation (CPI)
  • Companhia Brasileira de Alumínio (CBA)
  • Corporación Venezolana de Guayana (CVG)
  • Dadco
  • Egyptalum
  • Emirates Global Aluminum (EGA)
  • Eurasian Natural
  • Resources Corporation (ENRC)
  • Eti Aluminium
  • Glencore Xstrata (Glencore)
  • Hindalco
  • Hongqiao
  • Hydro Aluminium
  • Itochu/Sojitz
  • Ma'aden
  • Mytilineos
  • Nalco
  • Noranda
  • Press Metals
  • Rio Tinto
  • Talco
  • Trimet
  • UC Rusal
  • Vedanta
  • Vimetco
  • Vinacomin
  • Xinfa Aluminium and Electricity Group

 

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