Product Type: Market Research Report
Published by: CRISIL Ltd.
Published: July 2009
Product Code: R3543-245Description 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.Table of Contents - 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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