The ENAL Newsletter News Page

Monday, July 20, 2009

Recent news confirm that integrating a power plant to a smelter is the way to go…

This old but sound European smelter (scroll way down) has its own power plant, therefore it invests. This African industrial zone – scroll way down - tries to save a dying greenfield project by expediently integrating a major energy capacity unfortunately fueled with gas. This Middle East project stays the course despite recession, because it has its own power. This Chinese producer, thanks to energy integration, can contemplate acquisitions. Meanwhile, this US smelter - scroll a bit further down - will survive, but only thanks to a renewed contract which doesn’t justify any extension. In Latin America, this greenfield in progress, with integrated energy, stays the course despite protests from local greens. And this future greenfield way down South on the globe, which depends on government for energy supply, has to wait.

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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.