BLACK CHINA BLOG

In case you missed it, Andy Homes, a columnist with Reuters, published an article late last week which examined the question of whether the world’s aluminium industry would maybe run out of the third critical element needed for making aluminium - petcoke. The article drew upon the findings of the recently released study that AZ […]

Well-known aluminium analyst and commentator Lloyd O’Carroll has joined the ranks of CRU. Lloyd will become their go-to man for all things USA in the world of aluminium. Lloyd has a long history in the light metal, having previously been with Reynolds Aluminum as their economist until 1997. In later years, he was with Davenport […]

Readers of this blog will have seen that Reuters’ Andy Home published an article last week discussing some of the findings of the recently released study “Anode Coke Outlook to 2025”. Andy asked the question, just how well prepared is the aluminium industry to this eventuality? The aluminium industry and the analysts and commentators […]

We have reported here in the last couple of weeks about China’s new law that bans “unqualified” petroleum coke. The law bans the import, sale or burning of this material, but does not define what makes a petcoke qualified or unqualified. There has been a lot of interest since this law came to everyone’s attention, […]

AZ China recently joined with two other companies to produce a major deep-dive study on the outlook for petroleum coke for the aluminium industry to 2025. The study was released September 1, and includes a look at every possible source of anode grade GPC both now and in the coming years. GPC or […]

Reuters have today published an opinion piece by Andy Home that raises the questions that we have been asking here on the blog and in the recent deep-dive study. We will be publishing an update to our clients and subscribers in a couple of days. Here is a link to the Reuters story.