メールサービス キャンペーン : 期間中に新規登録や配信希望カテゴリの変更等をされた方に、ご用意した無料レポートを提供しております。 新規登録 / 登録内容変更

株式会社グローバルインフォメーション
TEL: 044-952-0102
表紙
市場調査レポート

アルミニウム金属の世界市場の分析 (四半期ベース)

Global Aluminium Metals Report Q4 2017

発行 BMI Research 商品コード 353372
出版日 ページ情報 英文 78 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=110.90円で換算しております。
Back to Top
アルミニウム金属の世界市場の分析 (四半期ベース) Global Aluminium Metals Report Q4 2017
出版日: 2017年08月09日 ページ情報: 英文 78 Pages
概要

当レポートでは、世界のアルミニウム金属市場の最新動向について分析し、現在の市場における主な傾向・構造的変化や、昨今の供給量・需要量・貿易量・取引価格の動向、主要企業の業績と事業戦略などについて調査しております。

BMIによる産業分析

  • BMIの見解

価格動向の予測

  • 世界のアルミニウム市場:市場均衡への緩やかな回復

世界市場における供給・需要・貿易動向

鉱石の供給状況:ボーキサイト

競争環境

  • 企業プロファイル

データ付表

目次
Product Code: 2397-5164

BMI View: We have increased our aluminium price forecast in 2017 to USD1,850/tonne from USD1,750/ tonne as stronger-than-expected Chinese demand growth pushes the global market into a deficit by 2018.

Latest Developments And Structural Trends:

Price Forecast

We have raised our 2017 aluminium price forecast to USD1,850/tonne from a previous forecast of USD1,750/tonne following strong Chinese economic and thus demand growth over the first half of the year. Additionally, aluminium prices will continue to be supported by the Chinese government's plans to curb capacity towards the end of the year. Although we expect the cuts to target capacity rather than output, thus limiting the impact on fundamentals, the plan will keep investor sentiment buoyed. Our revised forecast implies a more neutral near-term outlook for aluminium, trading between USD1,800-1,900/tonne.

Key upside risks to our aluminium price outlook include continued Chinese demand strength over the remainder of the year and a full implementation of supply cuts in China starting at the end of 2017.

Table of Contents

BMI Industry View

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

Price Forecast

  • Global - Aluminium: Turning Neutral, With Risks To The Upside
    • Table: BMI Aluminium Forecasts
    • Table: Global Aluminium Supply, Demand & Price Forecasts

Global Trends In Supply, Demand And Trade

  • Global - Aluminium: Chinese Production Slowdown, Steady Demand To Drive Market Tightening
    • Table: Global - Aluminium Supply, Demand & Price Forecasts
  • Supply: Slowing Chinese Production Growth To Rein In Oversupply
    • 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: New Projects, Low-Cost Production In Asia To Drive Strong Growth
    • Table: Select Countries - Bauxite Production Forecasts
    • Table: Global Key Bauxite Projects

Competitive Landscape

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

Company Profile

  • Global Company Strategy - Alcoa - Q4 2017
    • Table: Select Commodities - Price Forecasts
  • Company Background
  • Company Strategy
    • Table: Alcoa - Financial Data
    • Table: Aluminium Producers - Key Financial & Operational Data
  • Global Company Strategy - RUSAL - Q4 2017
    • Table: Select Commodities - Price Forecasts
    • Table: UC RUSAL - Key Projects
    • Table: UC RUSAL - Key Financial Data
    • Table: Aluminium Producers - Key Operational & Financial Data
  • Global Company Strategy - Aluminum Corporation of China (Chalco) - Q4 2017
    • Table: Select Commodities - Price Forecasts
    • Table: Chalco - Key Financial Data
    • Table: Aluminium Producers - Key Operational & Financial Data
  • Aluminium Bahrain - Q4 2017
    • Table: Alba - Financial Data
  • Emirates Global Aluminium - Q4 2017

Data Appendix

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

Methodology

  • Cross Checks
Back to Top