Home Sessions 45mt Capacity Cap: Capacity Caps and Meeting Real Demand

45mt Capacity Cap: Capacity Caps and Meeting Real Demand

Presentation: China has imposed a cap of 45 million tons on its domestic aluminium industry. As the market approaches this ceiling, how will China’s smelters respond? What are their options? Will the government relax the policy? Will China be forced to import more metal as demand outstrips supply? Will the industry be forced to locate new capacity in other countries?

  • What is the outlook for demand and supply over the next 5 years?
  • How will China meet demand growth while respecting the capacity cap? How will the increasing pressure on coal use and emissions affect investment decisions in the future?
  • What are the options for new capacity? How will existing capacity respond to the challenges?
  • If the answer is to build capacity outside China, where might that be? And who will lead the way overseas?

Keynote Speaker: Monte Zhang, General Manager of China Business Depart-ment of AZ China Ltd.

Moderator: Paul Adkins, Founder and Managing Director AZ China Ltd.

Questions can be voiced 24 hours prior to the broadcast of the live session. Delegates can also send their questions throughout the duration of the ses-sion. The moderator will be receiving the questions and including the relevant ones in the panel discussion. The audience can choose whether they require to remain anonymous or if they allow for their name to be mentioned.

Speech is in Chinese (Mandarin). English translation will be provided.

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Nov 16 2021


7:00 am - 7:30 am

Local Time

  • Timezone: America/New_York
  • Date: Nov 16 2021
  • Time: 2:00 am - 2:30 am


  • Monte Zhang
    Monte Zhang
    General Manager China Division, AZ China Ltd.

    Monte Zhang, General Manager of China Business Department of AZ China, has nearly 10 years of experience in non-ferrous metals industry. He has participated in the compilation of the non-ferrous metals price index of the Price Monitoring Center of the National Development and Reform Commission. He often mainstream financial columns such as First Finance expounded industry views, and wrote industry columns for industry media such as China Energy News, and delivered keynote speeches at industry conferences many times.

  • Paul Adkins
    Paul Adkins
    Founder and Managing Director, AZ China Ltd.

    Paul Adkins is founder and Managing Director of AZ China Ltd, a leading China-based consultancy on China’s primary aluminium industry.

    Paul has more than 30 years’ experience, including almost 14 years with Alcoa, 5 years with the former Alcan (now part of Rio Tinto) and 4 years with Tomago Aluminium in Australia. Paul holds an MBA from Newcastle University GSM.

    Paul is well known as a controversial and talented speaker at international aluminium conferences, and has been a regular guest on the global Reuters Base Metals Forum.

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