Review’ The Commission has pre-disclosed the level of provisional countervailing duties it would impose on imports of battery electric vehicles (‘BEVs’) from China. Should discussions with Chinese authorities not lead to an effective solution, these provisional countervailing duties would be introduced… Read More »EU imposed higher tariff on Chinese EVs since July
The attracting news this week should be the resumption of smelters in Yunnan, sourcing from related office of Yunnan on 17th March, finally guaranteed deliver 800,000Kw power to smelters, but didn’t disclose more details. theoretically, it could get 500kt /y capacity… Read More »Smelters in Yunnan resumed in dry season
China passage car output fell by 9% m/m, and the proportion of aluminium consumption in passage car returned to 10%. In April, the number of passenger car production in China were mere 2,010 thousand units, almost as low as January this… Read More »China April passenger car and installed battery
This is the week filled with sanctions. “The U.S. Treasury Department and the British government on Friday banned the 147-year old LME and the Chicago Mercantile Exchange (CME) from accepting new Russian production of aluminum, copper and nickel produced from April 13.” “After… Read More »Sanctions in one week
Exhibit: The proportion of Needle coke by material and demand Exhibit: China needle coke production by month Exhibit: The cumulative output of China oil-based green needle coke Exhibit: The cumulative output of China oil-based calcined needle coke As the major… Read More »Review：Chinese Oil-based and Coal-based needle coke
Exhibit: monthly production of cathode material and battery Exhibit: The monthly fluctuation of output of material and battery Reviewing back the output of cathode materials since December of last year at that time China officially decided to reopen completely. The… Read More »Review: Cathode materials for battery in China
In April, China aluminum production declined to 3.3Mt, with a decrease of 3% m/m and 1% y/y, due to the sudden shut down in southwest regions in March. Exhibit1: China aluminium output by province in April The continuous resume and… Read More »Could Smelters in Yunnan resume at rainy season?
In March, production of passenger car in China rebounded to 2.2 million units, up by 5% y/y, with an absolute strong increase compare with the previous month. BEV production was 483 thousand units, 3% y/y, almost same with the output… Read More »China March Car production rose further