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Tuesday, September 02, 2008

Indonesia will have another aluminum smelter.

It will integrate energy production, and consume 500 ktpy of coal.
Subscribers, click here to read more.

Construction began for this greenfield, and now seems frozen.

It is the consequence of another 'Power Island' (world region benefiting excess, low cost energy capacity) now vanishing away.
Subscribers, click here and scroll way down to read a detailed report on the region's long term energy strategy.

This Latin American smelter seems serious about an extension.

It is State-owned, and the government needs the export money.
Subscribers, click here and scroll way down to read details.

Will South African aluminum go nuclear?

This is another symptom of nuclear energy getting more competitive as the costs of fossil-fired energy escalate.
Subscribers, click here to read about the future power plant and its suppliers.

Chinese aluminum must slow down new capacity...

... It is wildly profitable, but pumping away too much energy for the good of the economy.
Subscribers, click here and scroll down to read the story.

India's mega power policy favors the aluminum industry...

... and give it more competitive advantages on the world market. But it will not be enough for national capacity to catch up with demand.
Subscribers, click here and scroll down to read the full report, notably impact on Sterlite and Reliance Industries.

Tuesday, August 19, 2008

This smelter is losing money because of sky high energy costs, but it won't shut down...

The owner is in a no win situation: He cannot shut down for major political reasons, and bypassing a state energy monopoly seems excluded so far.
Subscribers, click here and scroll down to read about this unique situation.

When will aluminum investments be hit by world recession?

Andre Teissier-duCros, ENAL's Publisher, gives his analysis.
Subscribers, click here to read the special report.

This 600 ktpy greenfield will begin production in 2010.

A 3,000 MW energy capacity goes with it.
Subscribers, click here and scroll down to read details.

What will be the impact of Carbon Capture & Storage on energy costs?

One thing for sure: it won't be cheap.
Subscribers, click here to read the story.

This aluminum producer plans for $14 billion investments...

... because its management expects world demand to grow to 65 million tonnes/year in 2020. Are they right?
Subscribers, click here and scroll way down to read details and ENAL's Comment.

Saturday, August 02, 2008

This Mediterranean greenfield will come later...

... but it looks good at this time too.
Subscribers, click here and scroll wayddown for the story.

This Carribean greenfield is looking good.

The government wants it. The investors are there. The technology supplier is investing. The job creation structure is right.
Subscribers, click here and scroll down for more.

Aluminum prices go sky-high, and then down...

The automobile industry, aluminum's biggest market, is pulling. Energy prices and shortages are pushing.
Subscribers, click here to read what's going on behind the scene.

A revolution in the Middle-East: Gas shortages.

The world gas market and logistics has become such that, as we predicted already ten years ago, gas has become too valuable to be wasted into aluminum!
Subscribers, click here and scroll down to Read Rio Rinto Alcan's Dick Evans CEO explaining the consequences...
... and click here to read the context in the countries involved.

This European producer has a Chinese smelter...

... and will pursue investments because it is not affected by Chinese energy shortages prevailing elsewhere.
Subscribers, click here and scroll down to read details.

Cambodia will create 5 Gigawatts of hydro power capacity.

Aluminum smelting is on the horizon.
Subscribers, click here to read details.

Alcoa will acquire this Chinese smelter.

And it is poised for an extension: It has the energy supply.
Subscribers, click here to read the story.

Chances of survival of this British smelter are improving.

Sunday, July 20, 2008

This Latin American country will build a greenfield.

Its Government has been chasing for investors for some time, and this time the project is taking shape. It will be fully integrated.
Subscribers, click here to read more.



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Since 1991 ENAL has operated a Delphi Panel of Experts participating as Panelists, to forecast future investments. The ENAL Newsletter is possible thanks to this panel.