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June 4, 2014 Vol. 1, No. 3
European PrimaryAluminum Smelters You spoke! We listened!! In this Carbon Blast© we have provided anillustrative map of the locations of Europe'sprimary aluminum producers. We have includedthese countries that are located in both East andWestern Europe because CPC, carbon anodes,and CTP are traded similarly within this region. Thirty-eight (38) European countries are includedin this map release: Albania, Andorra, Austria, Belgium, Bosnia and Herzegovina, Bulgaria,Croatia, Cyprus, Czech Republic, Denmark,Finland, France, Germany, Greece, Hungary,Iceland, Ireland, Italy, Liechtenstein, Luxembourg,Macedonia, Malta, Monaco, Montenegro, TheNetherlands, Norway, Poland, Portugal, Romania,San Marino, Serbia, Slovakia, Slovenia, Spain,Sweden, Switzerland, United Kingdom, andVatican City. According to our Calcined Petroleum CokeReport©, 13 of the 38 above mentionedEuropean countries have aluminum smelters thatare currently operating within their borders.Thesesmelters often source the majority of their carbonraw materials from their regional neighbors. Themajor non regional carbon exporters to this region
Blast Tidbits Focus on ALAluminium Greece AL Greece has a bakedcarbon anode capacity of90,000 MT. Aluminum production is164,000 MT; billetproduction is 124,000 MT,slabs, 40,000 MT. Plant has been running atmaximum capacity since2009. In 2013, AL Greece signeda contract with Glencorefor the sale of 75,000 MTof aluminum for the UnitedStates and Europeanmarkets. AL Greece exportsbetween 80% and 90% oftheir production volume. Their ship loading capacityis 40,000 MT. Their yearly CPC
are North America and China. The next Carbon Blast map release will includeRussia and the former CIS countries. CPC and Carbon Anode Sourcing This region contains twenty-seven (27) operatingsmelters. Alcoa Italia Portovesme Works andAldel Delfzijl have curtailed production completely.Carbon sourcing varies among the smelters.
At least twelve (12) of the smelters receivesome of their CPC supply from the USGC.Nineteen (19) smelters purchase some oftheir CPC supply from European calciners,of whom all except one are integratedrefiner-calciners. It is our understanding that six (6) smelterspurchase carbon anodes from Europeand/or China as their reductant source. At least three (3) smelters relypredominately on China for their CPCcarbon sourcing, whether carbon anodesor CPC.The European CPC market is faced withseveral calciner turnarounds andshutdowns in Q3 and Q4 of 2014. Theseactions will result in less CPC production(30,000-35,000MT).The Croatian INA calciner is still notoperating. Since it is an integrated refiner-calciner, its low sulfur anode coke isattempted to be sold into the market.Some European refiners have relaxed theirsulfur and metal levels within their calcinedcoke specifications in order to increasetheir crude oil purchasing flexibility.
The operational primary aluminumsmelters shown in the map include:
requirement is 75,000MT; solid coal tar pitch(CTP) volumes between12-15,000 MT/year areused. Their CPC specification is:
S: 3.0 wt% maxV: 250 ppmNi: 250 ppmNi+V: 400 ppm
They have one 15,000 MTconcrete silo for storage ofCPC, but have no blendingfacility. Site advantage: they cantake handy size ships forCPC receipts. Meanwhile they arecurrently testing variousCPCs that are beingblended at Belgium Ghent.
About the Carbon Blast©The Carbon Blast© is anexciting new communicativetool that allows subscribers ofthe CPC Report© to receiverelevant and timely informationon the global CPC industry,including market analyses,news, and intelligence.
European smelters are expected to produceapproximately 4 million MT of primary aluminumin 2014. We estimate that these smelters willrequire an equivalent of ~1.6 million MT of CPC,and ~42,000 MT of CTP in 2014.
Jacobs Consultancy5995 Rogerdale RoadHouston, TX, Texas [email protected](832) 351-7866
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