1. Rusal was sanctioned by the United States
On April 6, the United States issued a new round of sanctions against Russia. As soon as the news of Rusal's sanctions came out, it triggered a huge earthquake in the aluminum market, with LME three-month aluminium soaring all the way from April 6 to April 19, an increase of 37.5 per cent. On Dec. 19, the U.S. Treasury Department said it would lift sanctions on a number of companies owned by Russian tycoon (Oleg Deripaska), including Rusal, the world's second-largest aluminum producer.
2.Alunorte alumina production capacity halved operation
On February 16 and 17, 2018, heavy rain fell in the Barcarena region of Brazil, exceeding the rainfall of 200mm within 12 hours, resulting in a pollutant leak at the Alunorte plant. On April 10th Albras decided to cut production capacity by 50 per cent, representing an annualised reduction of 230000 tons of electrolytic aluminium production. This is because all the alumina supply of Albras comes from Alunorte, but due to the 50% reduction in the production of Alunorte, more than half of the raw material supply of Albras can not be satisfied. On October 3rd, the Alunorte alumina refinery was completely shut down. On October 10th Svein Richard Brandtzaeg, chief executive of Hydro (Norsk Hydro), Norway, said the company was making every effort to restore capacity at the Alunorte alumina refinery in Brazil.
3. Chinalco strikes nearly half of workers in Western Australia
Workers at Alcoa in Western Australia have begun an indefinite strike over a labor agreement dispute, Australian trade unions said on Aug. 8. The union said in a statement that the strike was due to a request from Alcoa to the Australian plant regulator to terminate the existing agreement. Mike Zoetbrood, secretary of the AWU trade union in Western Australia, said: "basically all of the more than 1500 AWU members at the Alcoa plant in Western Australia have left their jobs."
4.2018 Sino-US Trade friction incident
On March 8, 2018, the United States announced a 25 per cent tariff on imported steel and a 10 per cent tariff on aluminium products. In the same month, Trump signed a memorandum to impose a tax on China's imports of 60 billion goods. The overall process is shown in the figure:
5. Overseas anti-dumping cases in 2018
Recently, the Brazilian Ministry of Industry and Trade Services issued an announcement in the federal official daily newspaper, decided to launch an anti-dumping sunset review investigation into imports of loudspeakers originally from China. The dumping investigation period in this case is from April 2017 to March 2018, and the damage analysis period is from April 2013 to March 2018. The Mercosur tax numbers for the products involved are 85182100, 85182200 and 85182990.
The US Department of Commerce has announced a double reverse investigation into imports of aluminum wires and cables from China. On November 2, 2018, USITC voted to make a preliminary ruling on anti-dumping and countervailing industrial damage to imports of aluminum wires and cables from China, ruling that substantial damage was caused. Related to the tax number 8544.49.9000, 8544.42.9090 under some products.
6. Malaysia's minister says he plans to end the ban on bauxite mining within a few months
Malaysia's Minister of Water, Land and Natural Resources, Xeville Jayakuma (Xavier Jayakumar), said the ban on bauxite mining could be lifted within months after all stakeholders agreed to implement the new operating procedures. Mr. Jayakuma said in an interview on Tuesday that the special committee would introduce standard operating procedure (SOP), for the mining and transportation of bauxite, but did not give a specific date for resuming mining. "only when SOP is reviewed and approved by all stakeholders will I lift the ban on bauxite mining," he stressed. Industry participants, state governments and relevant stakeholders agree that bauxite mining can only continue under "very strict" conditions. Malaysia was once the largest bauxite carrier in China. But the country stopped mining bauxite in 2016 because of concerns about dust pollution caused by mining. The main environmental problem comes from the pollution caused by bauxite in the process of transportation.
1. Policies related to the ban on the import of waste aluminum
Announcement on the Adjustment of the catalogue of imported waste Aluminum: 16 varieties of solid waste, such as waste hardware, waste ship, waste car parts, smelting slag, waste plastics from industrial sources (see Annex 1), Transferred from the catalogue of restricted imports of solid waste that can be used as raw materials to the catalogue of prohibited imports of solid waste, which has been in force since 31 December 2018.
The "opinions of the CPC Central Committee and the State Council on comprehensively strengthening the Protection of the Ecological Environment and resolutely fighting the key War of pollution Prevention and Control" promulgated by the State Council put forward that in the prevention and control of solid waste pollution, foreign garbage should be completely prohibited from entering the country, and smuggling should be severely cracked down on. We will significantly reduce the type and quantity of solid waste imports and strive to basically achieve zero solid waste imports by the end of 2020.
2. Ministry of Industry and Information Technology: energy Saving Supervision will be carried out in Electrolytic Aluminum Enterprises
On March 6, the Ministry of Industry and Information Technology issued the "2018 key work Plan for Industrial Energy Saving Supervision." We will focus on monitoring iron and steel, cement, electrolytic aluminum enterprises with excessive energy consumption and violations in 2017, as well as cement enterprises with clinker production lines with a daily output of less than 2000 tons, to fully cover the industry and carry out energy conservation supervision.
3. New Policy of Photovoltaic Industry
On May 31 this year, the National Development and Reform Commission, the Ministry of Finance, and the National Energy Administration jointly issued the Circular on matters related to Photovoltaic Power Generation in 2018, pointing out that the construction scale of ordinary photovoltaic power stations in 2018 will not be scheduled for the time being. We will arrange a distributed photovoltaic construction scale of about 10 million kilowatts, further reduce the photovoltaic benchmark feed-in price, and reduce the intensity of subsidies.
4. Environmental protection and production restriction policies have been issued one after another
"Beijing, Tianjin and Hebei and surrounding areas 2018-2019 autumn and winter air pollution comprehensive control action plan" requires that in the heating season, electrolytic aluminum production capacity is limited to more than 30%, in terms of the number of electrolytic cells to stop production, alumina production capacity is limited to 30%, according to the production line; Carbon production capacity limit of 50%, according to the production line; non-ferrous regeneration industry melting and casting process production limit of 50%. Pharmaceutical enterprises involved in API production are involved in VOCs emission process, and pesticide enterprises that use organic solvents in the production process are involved in VOCs emission process, and stop production in principle during the heating season.
In the "win the blue sky defense war three-year action plan" proposed to strictly control the "two high" industry production capacity. In key areas, it is strictly forbidden to increase production capacity such as iron and steel, coking, electrolytic aluminum, casting, cement and flat glass, and strictly implement the measures for the replacement of production capacity in iron and steel, cement, flat glass and other industries. New, revamped or expanded construction projects involving the transport of bulk materials shall not, in principle, be transported by road. (led by the Ministry of Industry and Information Technology, the Development and Reform Commission, with the participation of the Ministry of Ecological Environment, etc.)
5. the wrong peak production will continue to be carried out in the electrolytic aluminum and iron and steel industry in 2018.
On 25 July, the Ministry of Industry and Information Technology of the people's Republic of China issued a circular on the issuance of a three-year action plan to resolutely combat pollution in the industrial and communications industries. We put forward a three-year action plan to resolutely crack down on the fight against pollution in the industrial and communications industries. Among them, the specific requirements for electrolytic aluminum and iron and steel industry are made in the adjustment of industrial structure and the implementation of wrong peak production.
In the adjustment of industrial structure: new steel, cement, flat glass, coking, electrolytic aluminum, casting and other production capacity are strictly prohibited in key areas. Strictly implement the measures for the replacement of production capacity in iron and steel, electrolytic aluminum, cement, flat glass and other industries.
In the aspect of cross-peak production: key areas to implement autumn and winter key industries cross-peak production. Aiming at the high emission industries such as iron and steel, building materials, coking, casting, electrolytic aluminum and chemical industry, various localities scientifically formulate the wrong peak production plan, implement differential management, and refine the wrong peak production plan to the enterprise production line, working procedure and equipment.
6. Import of waste aluminum into the catalogue of solid wastes that can be used as Raw Materials for Import restriction
Recently, the Ministry of Ecological Environment, the Ministry of Commerce, the National Development and Reform Commission, and the General Administration of Customs jointly issued a notice saying that in order to further standardize the import management of solid waste and prevent and control environmental pollution, In accordance with the Law of the people's Republic of China on Environmental Prevention and Control of solid waste, the measures for the Administration of the Import of solid waste and the relevant laws and regulations, The above four ministries have made the following adjustments to the existing catalogue of solid wastes that can be used as Raw Materials for unrestricted imports and the catalogue of solid wastes that can be used as Raw Materials for restricted imports: scrap iron and steel, copper scrap, 8 kinds of solid waste, such as aluminum waste and miscellaneous materials, Transferred from the catalogue of unrestricted imported solid wastes that can be used as raw materials to the catalogue of restricted imported solid wastes that can be used as raw materials, which has been implemented since 1 July 2019.
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