Kwezyan Pofo

Head of Metals and Mining, Bloomberg NEF · Person

Mentions

Episodes

Claims

Kwezyan Pofo - Head of Metals and Mining, Bloomberg NEF. Tracked across 16 mentions in podcasts and expert conversations analyzed by Sonic.

What Kwezyan Pofo has said

The share of recycled aluminum in China's total supply is significantly less than in the United States (80%) and Europe (50%).

neutral·Kwezyan Pofo

The premium on aluminum prices in the US Midwest has more than quadrupled in the last couple of months, jumping from approximately $500 per tonne to a record high of $2,100 per tonne.

bullish·Kwezyan Pofo

The majority of the world's bauxite supply is sourced from Guinea.

neutral·Kwezyan Pofo

The share of recycled aluminum in China's total supply is significantly less than in the United States (80%) and Europe (50%).

Expert perspectiveKwezyan PofoApr 27

The premium on aluminum prices in the US Midwest has more than quadrupled in the last couple of months, jumping from approximately $500 per tonne to a record high of $2,100 per tonne.

Expert perspectiveKwezyan PofoApr 27

The majority of the world's bauxite supply is sourced from Guinea.

Expert perspectiveKwezyan PofoApr 27

China's cap on aluminum production is intended to control emissions and address other industrial challenges.

Expert perspectiveKwezyan PofoApr 27

Approximately 80% of the aluminum supply in the United States comes from recycling.

Expert perspectiveKwezyan PofoApr 27

Approximately 6% of the global aluminum supply, originating from the UAE, Saudi Arabia, and Oman, was exported to markets including the European Union, the United States, and Asia.

Expert perspectiveKwezyan PofoApr 27

Kwezyan Pofo believes the blockage in the Strait of Hormuz will not materially impact the long-term structural surplus of aluminum because the affected 10% of global supply can be replaced from other ...

Expert perspectiveKwezyan PofoApr 27

The Middle East is a key source of chemical reagents, which are byproducts of oil processing, used by global refiners to process bauxite into alumina.

Expert perspectiveKwezyan PofoApr 27

The United Arab Emirates' aluminum facilities source their bauxite from a mine they own in Guinea.

Expert perspectiveKwezyan PofoApr 27

China is the world's largest producer of aluminum.

Expert perspectiveKwezyan PofoApr 27

Bloomberg NEF's December Transition Metals Outlook forecast a structural surplus for the global aluminum market for the next 10 years.

Expert perspectiveKwezyan PofoApr 27

Chinese companies collectively produced 43 million tonnes of aluminum last year, approaching the national production cap of 45 million tonnes.

Expert perspectiveKwezyan PofoApr 27

The United Arab Emirates, Saudi Arabia, and Oman collectively produced approximately 10% of the global aluminum supply last year.

Expert perspectiveKwezyan PofoApr 27

The Chinese government has capped domestic aluminum production at 45 million tonnes.

Expert perspectiveKwezyan PofoApr 27

The supply disruption at the Strait of Hormuz is expected to have a significant impact on the aluminum market in the near term.

Expert perspectiveKwezyan PofoApr 27

Approximately 50% of the aluminum supply in Europe comes from recycling.

Expert perspectiveKwezyan PofoApr 27

Create a free account to see Kwezyan Pofo's full intelligence report - every claim, the relationship network, and AI Q&A across all sources. No card needed.

Get started free

Back to Entities Entity Detail