Aluminum Industry Reports     

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Monthly Forecasts
short term forecasts and analysis

Short-term analytical perspective on all aspects of the Aluminium markets.   Complements the strategic market study by providing revised near-term supply-demand balances, price forecasts and market expectations.

The Forecast is unique as it offers:

Regular contact with analysts.
A balanced and comprehensive global view which can be in stark contrast to the accepted LME view.
Considerable proprietary financial and economic benchmarking analysis.
Competitively priced analysis for the most important industry insights.

The Forecast series is  published monthly in electronic format and is available for US$ 975 p.a. per commodity. Volume discounts apply for multiple commodity purchases.

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Annual Strategic Market Study
five year industry forecasts

Forecasts supply, demand and price for five years. This lengthy time frame is supported by meticulous fundamental research. As a consequence, the work has been undertaken in a collegiate manner to encourage the greatest level of specialization in each sector of each industry.

Close scrutiny of major end uses is provided  econometrically-estimated demand functions have been developed. This demand focus is balanced by a detailed understanding about the miners and producers based upon extensive experience.

The studies are readable, available electronically, and cut to the heart of commercial and technical issues. Each study is priced from US$8,500.

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Industry Production Database
Comprehensive production history and forecasts, reserves, operation details and commentary

Global databases are offered which are continuously updated on Aluminium smelters and and Alumina producers . Each database is available for US$3,950 pa 

Industry Cost Report (Aluminium)
Cost analysis, graphics and operating summaries
Aluminium Smelter Costs can be made available. Report that examines the costs of 143 smelters worldwide, over the period 1996-2005. It provides an extensive year-by-year series of cost curves and ranking tables for individual smelters, regions and companies.

Cost work benchmarks estimates of production and financial performance for each major operation. This allows you to assess the past and future profitability of individual smelters and for the industry as a whole. The industry cost report is available from US$9,500.

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IIndustry Cost Report (Alumina)
cost analysis, graphics and operating summaries

The cost of alumina is the biggest single component of the cash cost of producing primary aluminium metal, making up around 35 to 40 percent on average. Although the major aluminium-producing companies are also big players in the mining of bauxite and refining of alumina, very few aspire to balance these three activities to a degree which would allow them to be described as vertically integrated. The alumina industry is highly competitive, and is dominated by its low-cost producers. 

For each refinery or future project examined, this Report contains a detailed analysis of:
historic and forecast production data,  cost parameters, annual FOB cash costs per ton of alumina.

Comprehensive sets of year-by-year cost curves and tables rank these operations, with comparative cost breakdowns both by input (feedstock, energy, labour, etc.) and activity (refining, waste disposal, calcination, etc.)

Thus the report can answer such specific questions as:


Where does a particular operation sit on the industry cost curve and how is this position expected to change over the next five years?

Which refineries are at the bottom of the cost curve?

How do the costs of production of the major companies compare?

Other cost curves and data tables present weighted average production costs by both company and country. While the world’s largest alumina-producing company is currently responsible for almost 25% of the world’s output, it is by no means the cheapest producer – the Report shows that five other companies, with operations in Australia, Venezuela, India and Brazil, presently have lower average cash costs.

Most alumina sales are made under long-term contract, but quite a deal of business, both marginal and regular, is also transacted on the spot market, and spot prices have fluctuated wildly in recent times as a consequence of rapid shifts in the balance of supply and demand. Alumina spot prices peaked to exceed US$400 per tonne in the first half of 2000, but by the end of 2001 were languishing below $140 per tonne. As a result of lack of demand for refined metal, depressed spot prices continue to reign in 2002, causing the closure of some higher cost producers and threatening the viability of others.

Cost work benchmarks estimates of production and financial performance for each major smelter. This allows you to assess the past and future profitability of individual smelters and for the industry as a whole. The industry cost report is available from US$9,500.

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Individual Refinery Cost Reports 
Cost analysis, graphics and operating summaries for individual smelters.

Cost work is available as an Industry Cost Report and also for each individual smelter.

A detailed analysis of the cost work contained in the Industry Cost Report and in the individual smelter cost reports.

Each individual smelter report is US$375.