Metals Weekly - Motilal Oswal

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20 May 2013 12Metals WeeklyNon-ferrousNon-ferrousAluminumLME inventories and prices2,300InventoriesSpot5.6Aluminum spot prices wereflat WoW at USD1,840/tonUSD/t2,1001,9005.24.84.4m tons1,7004.0May-12Jun-12Jul-12Aug-12Sep-12Oct-12Dec-12Jan-13Feb-13Mar-13Apr-13May-13Global primary aluminum monthly production and YoY growthProductionYoY4,25020'000 tons4,0003,7503,5008-4YoY growth (%)3,250-16Mar-11May-11Jun-11Aug-11Sep-11Nov-11Dec-11Feb-12Mar-12May-12Jun-12Aug-12Sep-12Nov-12Dec-12Feb-13China primary aluminum monthly production and YoY growth1.8ProductionYo Y40m tons1.61.41.2200YoY growth (%)1.0-20Nov-10Feb-11May-11Aug-11Nov-11Feb-12May-12Aug-12Nov-12Feb-13India: Company-wise primary aluminum monthly productionHindalco Balco Nalco VALMar-11Apr-11May-11Jun-11Jul-11Aug-11Sep-11Oct-11Nov-11Dec-11Jan-12Feb-12Mar-12Apr-12May-12Jun-12Jul-12Aug-12Sep-12Oct-12Nov-12Dec-12Jan-13Feb-13Mar-1348464846484946494850494750474441434441454649494450'000 tons212021202021202120212120202021212121212120212119213936393637373031303334343733353435353233333433313439404232273133373737393741414342454544454446464046Source: Metal Bulletin, Bloomberg, MOSL
20 May 2013 13Metals WeeklyNon-ferrousAluminumAluminum raw material and power cost for marginal producer in US4,000CPC Alumina Power LM E3,0002,0001,0000USD/ton48040032024016010.08.57.05.54.0Feb-08Jun-08Sep-08Jan-09May-09Sep-09Dec-09Apr-10Aug-10Nov-10Mar-11Jul-11Nov-11Feb-12Jun-12Oct-12Jan-13May-13Feb-08Jun-08Sep-08Jan-09May-09Sep-09Dec-09Apr-10Aug-10Nov-10Mar-11Jul-11Nov-11Feb-12Jun-12Oct-12Jan-13May-13Jun-08Aug-08Nov-08Jan-09Apr-09Jun-09Sep-09Nov-09Feb-10Apr-10Jul-10Sep-10Nov-10Feb-11Apr-11Jul-11Sep-11Dec-11Feb-12May-12Jul-12Oct-12Dec-12Mar-13May-13CPC US700575USD/ton450325200Feb-08Jun-08Sep-08Jan-09May-09Sep-09Dec-09Apr-10Aug-10Nov-10Mar-11Jul-11Nov-11Feb-12Jun-12Oct-12Jan-13May-13AluminaUSD/tonIndustrial power US (Lousiana)USc/kwhSource: Metal Bulletin, Bloomberg, Industry, MOSL
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Metals Weekly - Motilal Oswal

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