The aluminium market analysis, financials and forecasting 2013 2023

The Aluminium Market Analysis
Financials and Forecasting 2013-2023

©notice
This material is copyright by visiongain. It is against the law to reproduce any of this material without the prior written agreement of visiongain. You cannot photocopy, fax, download to database or duplicate in any other way any of the material contained in this report. Each purchase and single copy is for personal use only.

Contents
1. Executive Summary
1.1 Global Market Overview
1.2 Benefits of this Report
1.3 Who is this Report for?
1.4 Methodology
1.5 Global Aluminium Consumption Forecast, 2013 - 2023
1.6 Aluminium End-Use Sector Consumption Forecast, 2013 - 2023
1.7 Leading Regional Aluminium Consumption Forecast, 2013 - 2023

2. Introduction to the Aluminium Market
2.1 Aluminium Report Structure Overview
2.2 Recycling and Secondary Aluminium
2.3 Aluminium Production Processes
2.4 Aluminium Consumption by Sector
2.5 Properties of Aluminium
2.6 Assumptions and Explanations
2.7 Segmentation of Regions

3. Global Aluminium Market Forecast, 2013 - 2023
3.1 Geographical Forecast and Analysis of the Aluminium Market, 2013 – 2023
3.2 Global Aluminium Market Value Forecast, 2013 - 2023
3.3 Global Aluminium Market Drivers and Restraints

4. Aluminium End-Use Sectors Forecast 2013 - 2023
4.1 Aluminium Consumption in the Transportation Sector, 2013 - 2023
4.1.1 Analysis of Aluminium Consumption by the Transportation Sector
4.2 Aluminium Consumption in the Construction Sector, 2013 - 2023
4.2.1 Analysis of Aluminium Consumption by the Construction Sector
4.3 Aluminium Consumption in the Packaging Sector, 2013 - 2023
4.3.1 Analysis of Aluminium Consumption by the Packaging Sector
4.4 Aluminium Consumption in the Electrical Sector, 2013 - 2023
4.4.1 Analysis of Aluminium Consumption by the Electrical Sector
4.5 Aluminium Consumption in the Consumer Goods Sector, 2013 - 2023

www.visiongain.com

Contents
5. Leading Regional Aluminium Consumption Forecast, 2013 – 2023
5.0.1 Breakdown of Regional Aluminium Consumption Share Forecast 2013, 2018 and 2023
5.1 Chinese Aluminium Consumption Forecast, 2013 - 2023
5.1.0 Chinese Aluminium Consumption Drivers & Restraints
5.1.1 Discover how far China’s Insatiable Demand for Aluminium will Grow Between 2013 -2023
5.1.2 The Rise of Urban China
5.1.3 China’s Secondary Aluminium Production Market 2013 - 2023
5.2 Other Asian Aluminium Consumption Forecast, 2013-2023
5.2.0 Other Asian Aluminium Consumption Drivers & Restraints
5.2.1 The Exciting Growth in Aluminium Consumption by Other-Asian Nations
5.2.2 Japanese Aluminium Consumption Forecast, 2013 - 2023
5.2.3 Indian Aluminium Consumption Forecast, 2013 – 2023
5.2.4 Which Surprising Sector Accounts for 42% of India’s Aluminium Consumption?
5.3 North American Aluminium Consumption Forecast, 2013 – 2023
5.3.0 North American Aluminium Consumption Drivers & Restraints
5.3.1 Discover the Mixed Fortunes of North America’s Aluminium Markets
5.3.2 US Aluminium Consumption Forecast, 2013 – 2023
5.3.3 Which Major Aluminium Consuming Sector Will Account for Only 6% of US Aluminium
Consumption in 2023?
5.3.4 Canadian Aluminium Consumption Forecast, 2013 - 2023
5.4 Western European Aluminium Consumption Forecast, 2013 - 2023
5.4.0 Western European Aluminium Consumption Drivers & Restraints
5.4.1 How Diversified is Western European Aluminium Consumption?
5.4.2 German Aluminium Consumption Forecast, 2013 - 2023
5.5 Eastern European Aluminium Consumption Forecast, 2013 – 2023
5.5.0 Eastern European Aluminium Consumption Drivers & Restraints
5.5.1 Which Three Nations Dominate Eastern European Aluminium Consumption?
5.5.2 Russian Aluminium Consumption Forecast, 2013 – 2023
5.5.3 Other Eastern European Aluminium Consumption Forecast, 2013 - 2023
5.6 Latin American Aluminium Consumption Forecast, 2013 – 2023
5.6.0 Latin American Aluminium Consumption Drivers & Restraints
5.6.1 Brazilian Aluminium Consumption Forecast, 2013 - 2023
5.7 Middle Eastern Aluminium Consumption Forecast, 2013 – 2023
5.7.0 Middle Eastern Aluminium Consumption Drivers & Restraints
5.7.1 Discover Why visiongain Predicts Rapid Aluminium Production Growth In the Middle East
5.8 Oceanian Aluminium Consumption Forecast, 2013 - 2023
5.8.0 Oceanian Aluminium Consumption Drivers & Restraints

www.visiongain.com

Contents
6. SWOT Analysis of the Aluminium Market, 2013 - 2023
6.1 Strengths of the Aluminium Market, 2013 - 2023
6.1.1 Attractive Combination of Properties
6.1.2 Low Emissions
6.2 Weaknesses of the Aluminium Market, 2013 - 2023
6.2.1 Volatile Prices
6.2.2 Warehousing
6.3 Opportunities in the Aluminium Market, 2013 – 2023
6.3.1 The Emergence of the Middle East
6.3.2 Automobile Market Recovery
6.4 Threats to the Aluminium Market, 2013 - 2023
6.4.1 Regional or Global Economic Slowdowns
6.4.2 Aluminium Substitutes
6.4.3 The Secondary Aluminium Market

7. Expert Opinion
7.1 UC Rusal
7.1.1 Key Trends and Developments in the Aluminium Market, 2013 – 2023
7.1.2 Opportunities and Challenges in the Aluminium Market, 2013 - 2023
7.1.3 Green Energy and the Impact of ‘The Shale Revolution’
7.1.4 2013 Aluminium Market Review
7.1.5 UC Rusal Demand Patterns
7.2 Silver Ice Beverages
7.2.1 Advantages of Aluminium Packaging over Rival Materials
7.2.2 Weight of Aluminium Used Per Product
7.2.3 Aluminium Has Inelastic Demand
7.2.4 Positive Outlook for Aluminium Packaging

8. Leading Companies in the Aluminium Market
8.1 Aluminium Company of America (Alcoa)
8.2 Aluminium Bahrain (Alba)
8.3 Aluminium Corporation of China (Chalco)
8.4 BHP Billiton
8.5 Dubai Aluminium Limited (Dubal)
8.6 Hindalco Industries Limited
8.7 National Aluminium Company Limited (NALCO)

www.visiongain.com

Contents
8.8 Norsk Hydro
8.9 Rio Tinto Group
8.10 UC Rusal
8.11 Other Leading Companies in the Aluminium Market

9. Conclusion
9.1 Supply and Demand Balances in the Aluminium Market, 2013 - 2023
9.1.1 Oversupply and Warehousing
9.1.2 Chinese Demand Growth
9.1.3 The Race to the Bottom and the Emergence of the Middle East
9.2 Aluminium Market Price Forecast, 2013 – 2023
9.3 Drivers and Restraints of the Global Aluminium Market, 2013 - 2023
9.4 Global Aluminium Consumption Forecast, 2013 – 2023
9.5 Aluminium End-Use Consumption Forecast, 2013 – 2023
9.6 Leading Regional Aluminium Market Forecast, 2013 - 2023

10. Glossary

www.visiongain.com

Contents
List of Tables
Table 1.5.1 Global Aluminium Market Consumption Forecast Summary 2013, 2018, 2023 (Million
Tonnes, CAGR %)
Table 1.6.1 Aluminium End-Use Sector Consumption Forecasts Summary 2013, 2018 and 2023
(Million Tonnes, CAGR %)
Table 1.7.1 Leading Regional Aluminium Consumption Forecasts Summary 2013, 2018 and 2023
Table 3.1 Global Aluminium Consumption Forecast 2013-2023 (Million Tonnes, AGR %, CAGR%,
Cumulative)
Table 3.2 Global Aluminium Market Value Forecast 2013-2023 ($Billion, AGR %, CAGR%)
Table 3.3 Global Aluminium Market Drivers and Restraints
Table 4.1 Aluminium Consumption by End-Use Sector Forecasts 2013-2023 (Million Tonnes, AGR
%)
Table 4.1.1 Aluminium Consumption Forecast for the Transportation Sector 2013-2023 (Million
Tonnes, AGR %, CAGR %)
Table 4.2.1 Aluminium Consumption Forecast for the Construction Sector 2013-2023 (Million
Table 4.3.1 Aluminium Consumption Forecast for the Packaging Sector 2013-2023 (Million
Table 4.4.1 Aluminium Consumption Forecast for the Electrical Sector 2013-2023 (Million Tonnes,
AGR %, CAGR %)
Table 4.5.1 Aluminium Consumption Forecast for the Consumer Goods Sector 2013-2023 (Million
Table 5.0.1 Leading Regional Aluminium Consumption Forecast 2013-2023 (Million Tonnes, AGR
%)
Table 5.1.1 Chinese Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %,
CAGR %)
Table 5.1.2 Chinese Aluminium Consumption Drivers & Restraints, 2013 – 2023
Table 5.2.1 Other Asian Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %,
CAGR %)
Table 5.2.2 Other Asian Aluminium Consumption Drivers & Restraints, 2013 - 2023
Table 5.2.3 Japanese Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %,
CAGR %)
Table 5.2.4 Indian Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %,
CAGR %)
Table 5.2.5 Indian Aluminium Production 2012 (Company, Location, Annual Capacity (‘000
Tonnes), Cumulative Total)

www.visiongain.com

Contents
Table 5.3.1 North American Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR
%, CAGR %)
Table 5.3.2 North American Consumption Drivers & Restraints, 2013 - 2023
Table 5.3.3 US Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %, CAGR %)
Table 5.3.4 US Aluminium Production 2012 (Location, Annual Capacity (‘000 Tonnes), Ownership)
Table 5.3.5 Canadian Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %,
CAGR %)
Table 5.4.1 Western European Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes,
AGR %, CAGR %)
Table 5.4.2 Western European Aluminium Consumption Drivers and Restraints, 2013 -2023
Table 5.4.3 German Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %,
CAGR %)
Table 5.4.4 German Aluminium Production 2012 (Smelter Name, Location, Ownership, Annual
Capacity (‘000 Tonnes), Cumulative Total)
Table 5.5.1 Eastern European Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes,
AGR %, CAGR %)
Table 5.5.2 Eastern European Aluminium Consumption Drivers and Restraints, 2013 -2023
Table 5.5.3 Eastern European Aluminium Consumption per Capita Comparison 2012 (KG per
Capita)
Table 5.5.4 Russian Aluminium Production 2012 (Company, Location, Annual Capacity (‘000
Tonnes), Cumulative Total)
Table 5.6.1 Latin American Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes,
AGR %, CAGR %)
Table 5.6.2 Latin American Aluminium Consumption Drivers & Restraints, 2013 - 2023
Table 5.6.3 Brazilian Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %,
CAGR %)
Table 5.6.4 Forecast of Brazilian against Other BRIC Members’ Urban Population (% of Total
Population), 1980, 2012 and 2023
Table 5.7.1 Middle Eastern Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR
%, CAGR %)
Table 5.7.2 Middle Eastern Aluminium Consumption Drivers & Restraints, 2013 - 2023
Table 5.7.3 Middle Eastern Aluminium Production and Consumption Forecast 2012 – 2023 (Million
Tonnes, AGR %)
Table 5.7.4 Middle Eastern Aluminium Production 2012 (Smelter Name, Location, Ownership,
Annual Capacity (‘000 Tonnes), Cumulative Total)
Table 5.8.1 Oceanian Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %,
CAGR %)
Table 5.8.2 Oceanian Aluminium Consumption Drivers & Restraints, 2013 - 2023

www.visiongain.com

Contents
Table 6.1 SWOT Analysis of the Aluminium Market, 2013 – 2023
Table 8.1 Leading 10 Producers of Aluminium Market 2012 - Total Revenue ($bn), Aluminium
Output (Million Tonnes), Aluminium Output Rank, Market Share (% of Total Market Production)
Table 8.2 Aluminum Company of America (Alcoa) Overview - Aluminium Revenue ($bn),
Aluminium Output (Million Tonnes), Market Share (% of Total Market Production), Headquarters,
Ticker, Contact, Website
Table 8.3 Aluminium Bahrain (Alba) Overview - Aluminium Revenue ($bn), Aluminium Output
(Million Tonnes), Market Share (% of Total Market Production), Headquarters, Ticker, Contact,
Website
Table 8.4 Aluminum Corporation of China (Chalco) Overview - Aluminium Revenue ($bn),
Table 8.5 BHP Billiton Overview - (Total Revenue ($bn), Aluminium Output (Million Tonnes),
Market Share (% of Total Market Production), Headquarters, Ticker, Contact, Website
Table 8.6 Dubai Aluminium Company Limited (Dubal) Overview - Aluminium Revenue ($bn),
Table 8.7 Hindalco Industries Limited Overview - (Total Revenue ($bn), Aluminium Output (Million
Tonnes), Market Share (% of Total Market Production), Headquarters, Ticker, Contact, Website
Table 8.8 National Aluminium Company Limited (NALCO) Overview - (Total Revenue ($bn),
Table 8.9 Norsk Hydro Overview - Aluminium Revenue ($bn), Aluminium Output (Million Tonnes),
Table 8.10 Rio Tinto Group Overview - Aluminium Revenue ($bn), Aluminium Output (Million
Tonnes), Market Share (% of Total Market Production), Headquarters, Ticker, Contact, Website
Table 8.11 UC Rusal Overview - Aluminium Revenue ($bn), Aluminium Output (Million Tonnes),
Table 8.12 Other Leading Companies in the Aluminium Market 2013 (Company, Headquarters,
Website)
Table 9.4.1 Global Aluminium Consumption Forecast Summary 2013, 2018 and 2023 (Million
Tonnes, CAGR %)
Table 9.5.1 Global Aluminium End Use Consumption Forecasts Summary 2013, 2018 and 2023
Table 9.6.1 Leading Regional Consumption Forecasts Summary 2013, 2018 and 2023 (Million
Tonnes, CAGR %)

www.visiongain.com

Contents
List of Figures
Figure 2.1 Aluminium Report Structure Overview
Figure 2.2 Global Secondary Aluminium Production 2012 (% of Global Production)
Figure 2.3 Major Aluminium End-Use Sectors
Figure 2.4 Global Aluminium Consumption by End-Use Sector 2012 (% Of Global Consumption)
Figure 3.1 Global Aluminium Consumption Forecast 2012 – 2023 (Million Tonnes, AGR %,
CAGR %)
Figure 3.2 Global Aluminium Market Value Forecast 2013-2023 ($Billion, AGR %)
Figure 4.1 Aluminium Consumption by End-Use Sector Forecasts 2013-2023 (Million Tonnes)
Figure 4.2 End-Use Sectors of Aluminium Forecast 2013 (% of Total Consumption)
Figure 4.1.1 Aluminium Consumption Forecast for the Transportation Sector, 2012 – 2023 (Million
Tonnes, AGR %)
Figure 4.1.2 Aluminium Consumption in the Transportation Sector Share Forecast 2013, 2018 and
2023 (% Total Aluminium Consumption)
Figure 4.2.1 Aluminium Consumption Forecast for the Construction Sector, 2012 – 2023 (Million
Tonnes, AGR %)
Figure 4.2.2 Aluminium Consumption in the Construction Sector Share Forecast 2013, 2018 and
Figure 4.2.3 Global Urban Population Forecast 1982 – 2023 (Billion People)
Figure 4.3.1 Aluminium Consumption Forecast for the Packaging Sector, 2012 – 2023 (Million
Tonnes, AGR %)
Figure 4.3.2 Aluminium Consumption in the Packaging Sector Share Forecast 2013, 2018 and
Figure 4.3.3 Global Beverage Packaging Market Breakdown by Material, 2012 (% of Total Market)
Figure 4.3.4 Global Beverage Packaging Market Breakdown by Material Forecast, 2023 (% of
Total Market)
Figure 4.4.1 Aluminium Consumption Forecast for the Electrical Sector, 2012 – 2023 (Million
Tonnes, AGR %)
Figure 4.4.2 Aluminium Consumption in the Electrical Sector Share Forecast 2013, 2018 and 2023
(% Total Aluminium Consumption)
Figure 4.5.1 Aluminium Consumption Forecast for the Consumer Goods Sector, 2012 – 2023
(Million Tonnes, AGR %)
Figure 4.5.2 Aluminium Consumption in the Consumer Goods Sector Share Forecast 2013, 2018
and 2023 (% Total Aluminium Consumption)
Figure 5.1 Leading Regional Aluminium Consumption Forecast 2013 – 2023, (Million Tonnes)

www.visiongain.com

Contents
Figure 5.2 Leading Regional Aluminium Consumption Share Forecast 2013 (%)
Figure 5.1.1 Chinese Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %)
Figure 5.1.2 Chinese Aluminium Consumption Market Share Forecast 2013, 2018 and 2023 (%
Global Share)
Figure 5.1.3 Chinese Aluminium Consumption 2012, Compared Against US 2012 Consumption
and ROW 2012 Consumption
Figure 5.1.4 Chinese Aluminium Consumption by End-Use Sector Forecast, 2012 – 2023 (Million
Tonnes)
Figure 5.1.5 Chinese Urban Population Forecast, 1982 – 2023 (% of Total Chinese Population)
Figure 5.1.6 Chinese Primary Aluminium Imports by Country, 2012 (% of Total Chinese Aluminium
Imports)
Figure 5.1.7 Chinese Scrap Aluminium Imports, 1992 – 2012 (Million Tonnes)
Figure 5.1.8 Chinese Scrap Aluminium Imports and Exports Forecast, 2010 – 2023 (Tonnes)
Figure 5.2.1 Other Asian Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %)
Figure 5.2.2 Other Asian Aluminium Consumption Market Share Forecast 2013, 2018 and 2023 (%
Global Share)
Figure 5.2.3 Other Asian Aluminium Consumption by Nation 2012 (% of Total Other Asian
Consumption)
Figure 5.2.4 Japanese Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %)
Figure 5.2.5 Japanese Asian Aluminium Consumption Market Share Forecast 2013, 2018 and
2023 (% Global Share)
Figure 5.2.6 Japanese Aluminium Consumption by End-Sector 2012 (% of Total Japanese
Aluminium Consumption)
Figure 5.2.7 Japanese Aluminium Imports by Destination 2012 (% Total of Japanese Imports)
Figure 5.2.8 Indian Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %)
Figure 5.2.9 Indian Asian Aluminium Consumption Market Share Forecast 2013, 2018 and 2023
(% Global Share)
Figure 5.2.10 Indian Aluminium Consumption by End-Sector 2012 (% of Total Indian Aluminium
Consumption)
Figure 5.2.11 Indian Aluminium Consumption by End-Sector Forecast 2023 (% of Total Indian
Figure 5.3.1 North American Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR
%)
Figure 5.3.2 North American Aluminium Consumption Market Share Forecast 2013, 2018 and

www.visiongain.com

Contents
Figure 5.3.3 North American Aluminium Production and Consumption Forecast Comparison 2008 2023 (Million Tonnes)
Figure 5.3.4 US Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %)
Figure 5.3.5 US Aluminium Consumption Market Share Forecast 2013, 2018 and 2023 (% Global
Share)
Figure 5.3.6 US Aluminium Consumption by End-Use Sector Forecast 2009 – 2023 (Million
Tonnes)
Figure 5.3.7 US Aluminium Production Forecast 2008 – 2023 (Million Tonnes)
Figure 5.3.8 Canadian Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %)
Figure 5.3.9 Canadian Aluminium Consumption Market Share Forecast 2013, 2018 and 2023 (%
Global Share)
Figure 5.3.10 Canadian Aluminium Production Forecast 2008 – 2023 (Million Tonnes)
Figure 5.3.11 Canadian Aluminium Consumption as a Percentage of Canadian Aluminium
Consumption Forecast 2008 – 2023 (Million Tonnes, %)
Figure 5.4.1 Western European Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes,
AGR %)
Figure 5.4.2 Western European Aluminium Consumption Market Share Forecast 2013, 2018 and
Figure 5.4.3 Western European Aluminium Consumption by Country 2012 (% of Western
European Total Aluminium Consumption)
Figure 5.4.4 German Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %)
Figure 5.4.5 German Aluminium Consumption Market Share Forecast 2013, 2018 and 2023 (%
Global Share)
Figure 5.5.1 Eastern European Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes,
AGR %)
Figure 5.5.2 Eastern European Aluminium Consumption Market Share Forecast 2013, 2018 and
Figure 5.5.3 Eastern European Aluminium Consumption by Country 2012 (% of Eastern European
Total Aluminium Consumption)
Figure 5.5.4 Russian Aluminium Production Market Share 2012 (% Eastern European Total
Aluminium Production)
Figure 5.6.1 Latin American Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR
%)
Figure 5.6.2 Latin American Aluminium Consumption Market Share Forecast 2013, 2018 and 2023
(% Global Share)
Figure 5.6.3 Latin American Bauxite Production by Country 2012 (% of Latin American Total
Bauxite Production)

www.visiongain.com

Contents
Figure 5.6.4 Latin American Aluminium Consumption by Country 2012 (% of Latin American Total
Figure 5.6.5 Brazilian Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %)
Figure 5.6.6 Latin American Aluminium Consumption Market Share Forecast 2013, 2018 and 2023
(% Global Share)
Figure 5.6.7 Comparison of Brazilian against Other Major Economic Power’s Urban Population
1980 – 2012 (% of Total Population)
Figure 5.7.1 Middle Eastern Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR
%)
Figure 5.7.2 Middle Eastern Aluminium Consumption Market Share Forecast 2013, 2018 and 2023
(% Global Share)
Figure 5.7.3 Middle Eastern Aluminium Production and Consumption Forecast 2008 – 2023
(Million Tonnes)
Figure 5.8.1 Oceanian Aluminium Consumption Forecast 2013 – 2023 (Million Tonnes, AGR %)
Figure 5.8.2 Oceanian Aluminium Consumption Market Share Forecast 2013, 2018 and 2023 (%
Global Share)
Figure 6.1 Secondary Aluminium Production by Nation 2012 (% of Global Secondary Production)
Figure 8.1 Leading 10 Aluminium Producers and Other Companies Output Comparison 2012 (% of
Total Global Output)
Figure 9.1 Aluminium Composite Market Price Forecast 2013 – 2023 (US$ Per Tonne - High,
Expected , Low)

www.visiongain.com

Contents
Companies Mentioned in This Report
Abu Dhabi National Energy Company (TAQA)
Aditya Birla Group
Aluar Aluminio Argentino (SAIC)
Aluminerie Alouette Inc.
Aluminium Company of America (Alcoa)
Aluminium Bahrain (Alba)
Aluminium Corporation of China (Chalco)
Aluminium Federation (Alfed)
Aluminium Romania (Alro)
Anheuser–Busch InBev
Apollo Global Management
Apple
Atal Indore City Transport Service Ltd (AICTSL)
Audi
Ball Packaging
Beijing Mass Transit Railway Operation Corporation Limited
BHP Billiton
Bombardier
Carling
Carlsberg
Century Aluminum Company
Coca-Cola
Companhia Brasileira de Alumínio
Dubai Aluminium Company Limited (Dubal)
Egypt Aluminium Company
Emirates Aluminium Company Limited (EMAL)
Emirates Global Aluminium
Exal
Fiat
Glencore
Goldman Sachs
Guinea Alumina
Heineken
Hidroelectrica
Hindalco Industries Limited
Honda

www.visiongain.com

Contents
Hoogovens Aluminium Huttemberg
Hydro Aluminium
iBus Networks
Jaguar
Kaiser Aluminum
Kombinat Aluminijuma Podgorica A.D.
Mitsubishi Aluminium Company Ltd.
MillerCoors
Mubadala
National Aluminium Company Limited (NALCO)
Nissan
Norsk Hydro
Novelis
Oman Oil Company
Ormet Corporation
PT Indonesia Asahan Aluminium
Qatar Petroleum
Qataulm
Range Rover
Rexam
Rio Tinto Alcan
Rio Tinto Group
Saudi Basic Industries Corporation (SABIC)
Silver Ice Beverages
Slovalco a.s.
Sohar Aluminium
Tata Motors
Toyota
Trimet Aluminium
UC Rusal
Vedanta
Vimetco

www.visiongain.com

Contents
Other Organisations Mentioned in This Report
Aluminium Packaging Recycling Organisation (Alupro)
Australian Securities Exchange
Bombay Stock Exchange
European Union
FIFA
Gov.uk
Government of Australia
Government of Bahrain
Government of Brazil
Government of China
Government of India
Government of Japan
Government of New Zealand
Government of Ukraine
Government of The United Arab Emirates
Hong Kong Stock Exchange
International Olympic Committee
Johannesburg Stock Exchange
London Metal Exchange
London Stock Exchange
MercoSur
Metropolitan Transportation Authority
National Stock Exchange of India
New York Stock Exchange
Transport for London
World Bank

www.visiongain.com

The Aluminium Market Analysis, Financials
and Forecasting 2013-2023
Figure 5.2.10 Indian Aluminium Consumption by End-Sector 2012 (% of Total
Indian Aluminium Consumption)

Other
9%
Packaging
10%

Electric
42%

Consumer Goods
8%

Construction
17%
Transportation
14%

Source: Visiongain, 2013

Figure 5.2.11 Indian Aluminium Consumption by End-Sector Forecast 2023 (% of
Total Indian Aluminium Consumption)

Consumer
Goods
9%
Packaging
16%
Other
7%

Transportation
23%

Construction
27%
Electric
18%

Source: Visiongain, 2013

www.visiongain.com

Page 70

5.4.2 German Aluminium Consumption Forecast, 2013 - 2023
Table 5.4.3 German Aluminium Consumption Forecast 2012-2023 (Million Tonnes,
AGR %, CAGR %)
2012 2013
Consumption
(M Tonnes)

5.3

2014
5.6

2.1

AGR (%)

5.4

3.4

2015 2016 2017
5.8

6.1

6.3

3.1

4.4

3.3

3.8

CAGR (%) 2013-18

2018

2019 2020 2021 2022 2023 2013-23

6.5

6.8

7.1

4.2

3.9

4.1

7.3

7.5

3.2

2.2

72.1

7.7

2.5

3.3

2018-23
3.5

CAGR (%) 2013-23

Source: Visiongain 2013

Figure 5.4.4 German Aluminium Consumption Forecast 2012 - 2023 (Million
Tonnes, AGR %)
5

8

4

6

3

4

2

2

1

0

AGR %

Consumption
(Million Tonnes)

10

0
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
Market Consumption

AGR %


Figure 5.4.5 German Aluminium Consumption Market Share Forecast 2013, 2018 and
2013
2018
2023
11%

9%

9%


www.visiongain.com

Page 88

7. Expert Opinion
7.1 UC RUSAL
Mr. Oleg Mukhamedshin is deputy CEO of UC RUSAL, the world’s largest producer of aluminium,
which was established in March 2007 following the merger of assets of three companies: RUSAL,
previously the third largest global aluminium company; SUAL, one of the world’s top ten players in
the aluminium business; and the alumina assets of Glencore (Switzerland).

UC RUSAL's asset includes bauxite and nepheline ore mines, alumina refineries, aluminium
smelters, cast house business for alloys production, aluminium foil mills and production of
aluminium packaging materials as well as power-generating assets. The company’s operations are
spread across 19 countries in 5 continents, with an employ base of around 72,000 people.
Visiongain thanks Mr. Oleg Mukhamedshin for lending his valuable time and sharing his opinion on
the aluminium market.

7.1.1 Key Trends and Developments in the Aluminium Market, 2013 –
2023
Visiongain: What would you say are the key trends and developments for aluminium, and why?
How will these occur over the next ten years?

Oleg Mukhamedshin: We expect aluminum demand to keep growing at a healthy pace over the
next ten years. Emerging markets are expected to continue to drive major growth. Smelter
production is anticipated to grow at a slower rate than aluminum consumption over the same period
as lower aluminum price and industry restructuring will lead to slower new capacity growth and
curtailments of unprofitable capacity. As a result, the aluminum demand is expected to outstrip
supplies from 2015 onwards. Aluminum price is projected to be in a sustainable upward trend after
2015-2016.

Transport and construction will dominate aluminum consumption. As expected, aluminum will be
more widely used in cars to save fuel costs and reduce CO2 emissions. Thus average content of
aluminum in cars will rise from the current 140-150 kg to 180-200 kg per car over the next ten
years. Large infrastructural projects in China, the Middle East, India and Brazil will continue to drive
demand in construction.

www.visiongain.com

Page 118

8.1 Aluminum Company of America (Alcoa)
Table 8.2 Aluminum Company of America (Alcoa) Overview - Aluminium Revenue
($bn), Aluminium Output (Million Tonnes), Market Share (% of Total Market
Production), Headquarters, Ticker, Contact, Website
2012
$23.7bn
3.7 Million Tonnes

Aluminium Revenue ($bn)
Aluminium Output (Million
Tonnes)
Market Share (%)
Headquarters
Ticker
IR Contact

8.8%
Pittsburgh, Pennsylvania, USA
NYSE: AA
Alcoa Investor Relations
(http://www.alcoa.com/global/en/investment/contact_ir.a
sp)

Website

www.Alcoa.com

Aluminium Company of America (or Alcoa) is the world's third largest producer of aluminium, after
Rio Tinto Alcan and UC Rusal. The company engages in the production and management of
primary aluminium, fabricated aluminium, and alumina worldwide. Alcoa involves in the technology,
mining, refining, smelting, fabricating, and recycling of aluminium. Its non-aluminium products
include precision castings, and aerospace and industrial fasteners. Alcoa offers flat-rolled products,
such as a sheet and plate, foil products, and can reclamations; engineered products and solutions,
including titanium, aluminium and super alloy investment castings, hard alloy extrusions, forgings
and fasteners, aluminium wheels, integrated aluminium structural systems, and architectural
extrusions; and automotive components.

The company serves clients in aerospace, automotive, packaging, construction, commercial
transport, consumer electronics and industrial markets. Founded in 1888, Alcoa has operations in
Australia, Brazil, China, Iceland, Guinea, Russia, and the Kingdom of Saudi Arabia. Klaus Kleinfeld
is the Chairman and Chief Executive Officer, and William F. Oplinger serves as Chief Financial
Officer of Alcoa.

www.visiongain.com

Page 125

The aluminium market analysis, financials and forecasting 2013 2023

Recommandé

Recommandé

Contenu connexe

Dernier

Dernier (20)

En vedette

En vedette (20)

The aluminium market analysis, financials and forecasting 2013 2023