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| HARBOR Aluminum Alert: China modifies again aluminum export tax regime; prices potentially forming a bottom? | 5-Jan-09 | | HARBOR Aluminum Commentary: Aluminum inventory buildups and sharp demand contraction continued in December | 30-Dec-08 | | HARBOR Aluminum Commentary: Data confirms that aluminum demand did contracted sharply in Nov | 29-Dec-08 | | HARBOR Aluminum Alert: China buys 300,000 tpy of aluminum; rumors of MoU 2 (coordinated output cuts) | 23-Dec-08 | | Aluminum Price Outlook: Consensus expects a V type Recovery | 23-Dec-08 | |
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| Moody's considering downgrading Alcoa | 26-Dec-08 | | We see aluminum prices at $2,000 per mton by March: Nalco | 18-Dec-08 | | We forecast $2,000 per mton in ’09 and $2,500 per mton in long-term: UC Rusal | 16-Dec-08 | | Commodities to recover in the IIH’09: Rio Tinto | 15-Dec-08 | | Developing economies to experience a sharp slowdown in growth: World Bank | 10-Dec-08 | |
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| Toyota to halt entire output at Japan for 11 days | 6-Jan-09 | | Rio Tinto’s Tiwai Point aluminum production potline still closed | 6-Jan-09 | | Nalco to expand aluminum output capacity by 110,000 tpy by June ‘09 | 6-Jan-09 | | Global PMI manufacturing index posted its weakest ever reading in December | 5-Jan-09 | | China to allow toll trade of copper, aluminum and nickel | 5-Jan-09 | |
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> ALuminum Intelligence: Living in Volatile Times…Eventual Upside as a Surprise Too?
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| 16-Dec-08 | Prices have fallen like a rock because demand has plummeted (greatly influenced by fear/risk aversion) and has caused the biggest annual visible surplus under record. Prices are trading below average output cash costs ($1,550 per mton or 70 cent/lb) even ... | |
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> HARBOR Weekly Aluminum Analysis: We haven’t seen the bottom…but conditions are in place for a potential scary “V” type bounce
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| 11-Dec-08 | > For now we don’t have signs in place to call for a bottom…but fear/risk aversion continues to fall as measured by the VIX index and this is really significant. Fear reached a record high reading in October of 90 and has fallen now to 53. That is close t... |
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> HARBOR Aluminum Alert: China modifies again aluminum export tax regime; prices potentially forming a bottom?
| | 5-Jan-09 | A technical bottom in prices could be forming. LME 3M aluminum prices have been
range-trading between...... |
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