Resources
Aluminium

Inside this issue
• It is difficult to overestimate China’s importance to the market
• Cheap energy fuels Gulf states’ plans to diversify
• Good quality bauxite and cheap coal pave way to bigger global role for India - -
Content
Takeovers recast fast-changing sector
The old company dividing lines are being recycled, says Rebecca Bream
Commodities: Prices stay on a high path
High demand and constraints on supply will keep a floor under prices, says Javier Blas
North America: Power is key to raising utilisation of capacity
The continent leads the way in the cost of electricity, says Bernard Simon
China: Taxes force a move up the value chain
Soaring consumption has ripples around the world, says Alexandra Harney
Profile: Alcoa reaps what it has sown
The failed takeover of Alcan is not the only thing that defines Alcoa, says Bernard Simon
Guinea: West African state aims to expand role
Matthew Green explains why miners are lining up to invest in an unstable country
Middle East: Gulf aims to make tenth of global output
Cheap energy is fuelling governments’ plan to diversify, says Simeon Kerr
India: Industry shows its confidence
Good bauxite reserves and cheap coal for power put the country in a strong position, says Joe Leahy
Russia: Young giant ponders the nuclear option
Rebecca Bream looks at UC Rusal one year on from its creation
Packaging: Innovation takes a stopper off growth
Sales of packaging have confounded the increased price of the metal, says Ross Tieman


