Kiki Xi

Kiki Xi

Senior Analyst, AZ Global Consulting

Kiki Xi, Senior Analyst of AZ China, China Division. Kiki has a master's degree in finance and previously held a key position in a listed information company. Kiki has extensive experience in downstream aluminum processing products and in-depth research on the first-line market.

All Sessions by Kiki Xi

13:45 - 14:15

The “Light and Power” Session | New Energy vehicles and solar energy outlook for aluminum demand

The future for aluminum demand lies in two emerging sectors, namely New Energy Vehicles and Solar panels. New Energy Vehicles is a category which includes cars running on lithium-ion batteries, hydrogen fuel and other new technologies. In this session, AZ Global Consulting’s senior analyst Kiki Xi will examine the history, development and trends for the two sectors.

Key Questions to be addressed in this session
What is the outlook for the new energy vehicle in terms of production and sales?
What developments and technologies could boost or delay the roll out of new energy vehicles?
How will the recent moves by the EU to crack down on Chinese EV imports affect the market?
What is happening with the evolution on the cost of solar panels, and their relative efficiency?
Solar panels must come with a battery solution to flatten the differences between supply and demand. What is happening with the development of battery technology?

14:45 - 15:30

Market Dynamics Session | What’s the outlook for supply and demand in the next 2-3 years?

The real world situation for aluminum is not as healthy as it could be. Inflation and rising interest rates are dampening consumption in many economies. China as the largest single consumer of aluminum is struggling to return to the heady levels of the previous decade.

Meantime, on the supply side, China will soon run into the government-imposed 45-million tonne capacity cap. What happens next? Will China build capacity overseas? Does it even make sense to do so? Apart from Alba Line 7, what else is out there that will add to future supply?

This paper will summarize and draw on the previous two papers, and the session will conclude with a panel discussion.

Key Questions to be addressed in this session
What’s going to happen to metal prices in the longer term?
Will we see China embarking on massive investment in smelters outside China?