Aluminium Annual Review July 2009
CRISIL Ltd.
July 31, 2009 104 Pages - SKU: CRSL2433829
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| Global aluminium demand to witness a revival in 2010
The economic slowdown, which has affected global aluminium demand, has been particularly severe in developed economies such as the US, Europe and Japan. The slump in end-user demand in these regions is expected to result in demand contraction of 3-5 per cent [year-on-year (y-o-y)] in 2009. Demand, though, is likely to improve from 2010 onwards on the back of a marginal recovery expected in the developed regions and moderate growth in China. Mirroring this trend, prices are expected to remain subdued in the near term, increasing from 2010 onwards.
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- Sections
- Amidst declining prices, profitability of Indian players to remain stable
- Executive summary
- 1.0 Introduction
- 2.0 Global demand
- Aluminium demand turned negative for the first time since 2001
- De-growth in the US, Europe and slowdown in China to pull down demand in 2009
- Aluminium demand growth to slow down over the next 5 years
- 3.0 Global supply
- 4.0 Global prices
- 5.0 Domestic aluminium market
- Marginal growth seen in aluminium demand in 2008-09
- Annexure
- Charts
- 2.0 Global demand
- 01 Demand methodology
- 5.0 Domestic aluminium market
- 01 Demand methodology - Power sector
- Figures
- 2.0 Global demand
- 01 Global demand
- 02 Aluminium demand outlook up to 2013
- 03 Aluminium end user segments
- 04 Investments in fixed assets
- 05 Motor vehicle production
- 06 Aluminium end user segments
- 07 Aluminium end user segments
- 08 Aluminium end user segments
- 3.0 Global supply
- 01 Outlook on global aluminium capacity by region
- 02 Global demand and operating rates
- Figures
- 5.0 Domestic aluminium market
- 01 Aluminium end user segments
- 02 Automobile industry in India
- 03 Aluminium demand from power sector
- 04 Usage mix in transmission lines
- Tables
- 2.0 Global demand
- 01 China aluminium demand outlook
- 02 Europe aluminium demand outlook
- 03 US aluminium demand outlook
- 04 Japan aluminium demand outlook
- 4.0 Global prices
- 01 Alumina price forecasts
- 02 Aluminium price forecasts
- 5.0 Domestic aluminium market
- 01 India demand - Forecast (2009-10 to 2013-14)
- 02 Huge capacity additions in India in the next 5 years
- 03 EBIT margins to remain stable in 2009-10 and marginally improve in 2010-11
- 04 Aluminium intensity in T&D lines
- Sections
- 1.0 Introduction
- Properties of aluminium
- Uses of aluminium
- 2.0 Manufacturing process
- Primary aluminium technology
- Technology improvements
- Key characteristics of the aluminium production process
- Semi-fabrication technology
- 3.0 Demand
- Primary aluminium: Growth continues in 2008-09
- Multiple applications
- Sectoral usage
- 4.0 Supply trends and review
- Primary aluminium supply: Still lags demand
- Value-added products
- Trends in imports and exports
- 5.0 Price trends
- International price trend
- 6.0 Cost and margins
- Material inputs
- International scenario: Guinea and Australia dominate bauxite reserves
- Domestic scenario: Robust growth in bauxite production
- Caustic soda
- Calcined petroleum coke and coal tar pitch
- Energy inputs
- Coal and fuel oil
- Alumina
- 7.0 Trade Flow
- Bauxite
- Alumina
- 8.0 Domestic players
- Hindustan Aluminium Company Ltd (HINDALCO)
- National Aluminium Company Ltd. (NALCO)
- Bharat Aluminium Company Ltd (BALCO)
- Madras Aluminium Company Ltd (MALCO)
- 9.0 International players
- Alcoa
- Rio Tinto Alcan
- United Company RUSAL
- Hydro Al
- CHALCO
- Charts
- 2.0 Manufacturing process
- 01 Process flow for aluminum products
- 02 Alumina refining (Bayer process)
- 03 Hall-Heroult process
- 7.0 Trade Flow
- 01 Bauxite — Trade flow 2007
- 02 Alumina — Trade flow 2007
- Figures
- 2.0 Manufacturing process
- 01 Aluminium — Electricity consumption trends
- 3.0 Demand
- 01 Global Aluminium end use Industries pattern, 2008
- 02 India- End Use consumption pattern
- 03 USA- End Use consumption pattern
- 04 Europe- End Use consumption pattern
- 05 China- End Use consumption pattern
- 06 Global per capita aluminium consumption
- 07 Key product markets for aluminium in 2008-09
- 08 Sectors contributing to recycled aluminium production
- 4.0 Supply trends and review
- 01 Import Export trend
- 5.0 Price trends
- 01 Aluminium — International prices
- 02 Aluminium — Domestic prices
- 6.0 Cost and margins
- 01 Global bauxite reserves, 2008 (estimated)
- 02 Global bauxite production trend
- 03 Caustic soda — Domestic prices
- 04 Naphtha — Domestic prices
- 05 Diesel — International prices
- 06 Alumina — Region-wise production, 2008
- Tables
- 2.0 Manufacturing process
- 01 Aluminium — Technology suppliers
- 02 Aluminium — Share of technologies
- 3.0 Demand
- 01 Aluminium — Demand-Supply
- 6.0 Cost and margins
- 01 Capacity addition in alumina
- Sections
- 1.0 Industry statistics
- Tables
- 1.0 Industry statistics
- 01 Aluminium - Usage in automobiles (India)
- 02 Aluminium - Sectoral consumption
- 03 Aluminium - Demand-supply
- 04 Aluminium - Company-wise capacity
- 05 Aluminium - Companywise production
- 06 Aluminium - Customs duty structure
- 07 Aluminium - Excise duty structure
- 08 World bauxite - Production
- 09 Bauxite - Region-wise production
- 10 Metallurgical alumina - World capacity
- 11 Metallurgical alumina - Production
- 12 Alumina - Region-wise production
- 13 Primary aluminium industry - Aggregate financials
- 14 Bharat Aluminium Co Ltd - Financials
- 15 Hindalco Industries Ltd - Financials
- 16 Madras Aluminium Co Ltd - Financials
- 17 National Aluminium Co Ltd (Nalco) - Financials
- 18 Hindalco - Profile
- 19 Nalco - Profile
- 20 Balco - Profile
- 21 Malco - Profile
- 22 Aluminium - Production of selected countries
- 23 Aluminium - Capacity of select countries
- 24 Aluminium - World inventories
- 25 Aluminium - Regionwise inventories
- 26 Aluminium - International demand-supply
- 27 Smelter capacities as on December 31 2008 - Alcoa and Rio Tinto Alcan
- 28 Alcoa - Profile
- 29 Rio Tinto Alcan - Profile
- 30 Norsk Hydro - Profile
- 31 Chalco - Profile
- 32 Rusal - Profile
- Industry statistics
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