Calcined alumina outlook

• Davide Ghilotti ^[1]
  1. [1] Industrial Minerals
• Localización: Industrial Minerals, ISSN 0019-8544, Nº. 614, 2020 (Ejemplar dedicado a: Enero)
• Idioma: inglés
• Texto completo no disponible (Saber más ...)
• Resumen

  • Suppliers debate whether calcined alumina can break the oversupply wall in a bearish 2020 scenario, writes Davide Ghilotti.

    [...]end markets do not improve, we cannot see how this would change. [...]that the alumina price is down, the companies who don’t produce SGA themselves have more ability to drop their market prices and can go lower compared with a vertically integrated producer who has fixed costs,” one said. [...]of a higher share of the market sourcing third-party feedstock, participants expect closer correlation between the SGA price and the prices for speciality calcined alumina, potentially creating higher volatility in the non-met space.