Mahmood-Daylami

Mahmood Daylami

Head of Gulf Aluminium Council

Over forty years of work experience in all aspects of the Aluminium industry.
Prior to joining the Gulf Aluminium Council, held the position of Deputy Chief Executive Officer at Aluminium Bahrain (ALBA).

All Sessions by Mahmood Daylami

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?