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UPDATE 1-Japan's Q1 aluminium premium set at $95/tonne - sources

Published 27/12/2016, 10:14 pm
© Reuters.  UPDATE 1-Japan's Q1 aluminium premium set at $95/tonne - sources
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* Jan-March premium marks first rise in three quarters

* Increase reflects higher spot premiums

* Producers' initial proposals range between $95-110/T (Adds comments and details)

By Yuka Obayashi

TOKYO, Dec 27 (Reuters) - Japan's aluminium premium for shipments during January to March next year was set at $95 per tonne, as spot premiums rose following a disruption at an Australian smelter, six sources directly involved in the quarterly pricing talks said.

Japan is Asia's biggest importer of aluminium and the premiums, which consumers pay to producers on top of the London Metal Exchange cash price CMAL0 for primary metal shipments, set the benchmark for the region.

The deal, which marks a 27 percent increase from the $75 a tonne premium PREM-ALUM-JP in the previous quarter, is the first quarterly increase in three quarters.

"We've signed the deals at $95 a tonne with four producers," a source at an end-user said. He declined to be named due to the sensitivity of the talks.

A source at a producer said that all of his company's customers had agreed to contracts at $95 a tonne.

The quarterly pricing negotiations began last month between Japanese buyers and global producers, including Rio Tinto RIO.L RIO.AX , South32 S32.AX , Alcoa (NYSE:AA) AA.N and Rusal 0486.HK , with offers ranging between $95 and $110 a tonne. were initially seeking premiums in the low $80 a tonne, but they compromised after Alcoa was forced to shut one of two potlines at its Portland aluminium smelter in Australia following a power outage early this month. 300,000-tonnes-per-year smelter is operating at below a third of its capacity, Alcoa said last week. accepted the $95 as spot premiums have edged higher after the Portland news and local stocks have declined," a source at a fabricator said.

Aluminium stocks at three major Japanese ports fell 13.8 percent to 239,900 tonnes in November from the previous month, trading house Marubeni 8002.T said earlier this month. inventories have been declining since hitting a record high of 502,200 tonnes in May 2015.

Marubeni also projected last week that Japan's premiums will stay between $80 and $140 a tonne next year. Japanese buyers have said they were looking to reduce the amount of aluminium they purchase via annual contracts, instead turning to spot markets where premiums have dropped to their lowest in more than seven years. cut some amount of annual contracts for 2017 as we want to buy more metals from spot market, which is a global trend," a source at a trading company said.

But many of end-users said they kept annual purchase volume unchanged to secure stable supply.

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