INDEPENDENT INTELLIGENCE & STRATEGIC ADVISORY
The aluminium industry, mapped, analysed and explained.
Venarion Commodities pairs senior advisory experience with in-depth market knowledge and proprietary data across the global aluminium value chain. Built by specialists who've spent their careers working inside the industry and advising leading producers, investors, and traders.
BAUXITE • ALUMINA • ALUMINIUM INGOTS • EXTRUSION BILLETS • ROLLING SLABS • WIRE ROD • SECONDARY FOUNDRY ALLOYS • FLAT ROLLED PRODUCTS • EXTRUSION PROFILES • SCRAP
DETAILED COVERAGE ACROSS THE ENTIRE ALUMINIUM INDUSTRY
The global aluminium value chain. Asset by asset.
Independent intelligence on every major asset in the aluminium value chain: bauxite mines, alumina refineries, primary smelters, remelting facilities, rolling mills and scrap processors - with detailed intelligence on capacity, production, costs, carbon footprint and operating status.
130+
BAUXITE MINES
130+
ALUMINA REFINERIES
280+
PRIMARY SMELTERS
800+
REMELTING FACILITIES
240+
ROLLING MILLS
200+
SCRAP PROCESSORS
LOCATION • OPERATING COMPANY • OPERATING STATUS • OWNERSHIP STRUCTURE • PRODUCTS • PRODUCTION VOLUMES • PRODUCTION COSTS • CARBON EMISSIONS
MARKET INTELLIGENCE | STRATEGY | INVESTMENT ADVISORY | PERFORMANCE ENABLEMENT
Advisory services
MARKET INTELLIGENCE
We deliver independent market research and commercial intelligence to identify new customers and support strategic decisions. Our data-driven analysis, free from institutional bias, evaluates market dynamics, competitive positioning, value propositions, and distribution channels, with clear recommendations aligned to quality and sustainability requirements.
We continuously monitor your markets so you don’t have to re-learn them from scratch every time conditions change.
STRATEGY
We work with boards and management teams to develop go-to-market strategies, identify growth opportunities from structural market shifts, and define decarbonisation and low-carbon commercial pathways. Our advisory covers strategic alignment, non-executive board support, partnership identification, and the design of resilient raw material, scrap, and closed-loop offtake structures.
We stay involved as strategy meets reality, adjusting direction as prices, regulation and competitors evolve.
INVESTMENT ADVISORY
We support investment and strategic decisions through opportunity assessment, growth enabler analysis, and strategic positioning, underpinned by end-to-end market feasibility studies and commercial and market due diligence. Our work includes new market entry and acquisition analysis, low-carbon product market valuation, and product attractiveness assessments to inform capital allocation and entry timing.
We help you identify growth drivers, and position investments so risks, and upside are understood before capital is committed.
PERFORMANCE ENABLEMENT
We work with market intelligence and commercial teams to build capability and improve performance through a deeper understanding of pricing mechanisms, negotiation dynamics, and market context. Our support focuses on embedding best marketing and positioning practices, strengthening knowledge of value chains and competitive landscapes, and helping teams maximise the impact of consulting engagements and ongoing project work, including the setup and development of effective market intelligence functions.
Commercial, operational and strategic tasks become clearer, with fewer avoidable mistakes, by working alongside your team on real decisions.
MARKET FEASIBILITY STUDIES • COMMERCIAL DUE DILIGENCE • GO-TO-MARKET STRATEGY • MARKET RESEARCH & ANALYSIS • VALUATION • PRICING STRATEGY • CAPABILITY BUILDING
INSIGHTS
Independent perspectives on the global aluminium industry.
Covering market developments, investment activity, companies, production assets and major industry events across the global aluminium value chain, informed by proprietary intelligence and extensive industry experience.
MARKETS | ASSET INTELLIGENCE | INVESTMENTS | COMPANIES | CONFERENCES
WHO WE ARE, AND WHO WE ADVISE
Founder
Josko Kandido is the founder and Managing Director of Venarion Commodities, an independent advisory focused on metals and mining markets, with particular expertise across the entire aluminium value chain, base metals, and energy transition materials.
Josko Kandido has spent over 14 years at the centre of global metals markets, most recently in senior roles at Fastmarkets and CRU, two of the industry's most respected names in market intelligence. There, he advised producers, traders, and investors on the decisions that shape commercial performance and inform investments across the global aluminium value chain.
His specialism is commercial strategy and market feasibility, spanning the full chain from bauxite and alumina through to semi-fabricated product. Alongside aluminium, his work extends across base metals and the energy-transition materials that are becoming increasingly central to how the industry invests and competes. Josko has supported many of the Middle East's most significant primary aluminium projects and downstream investments, and was a trusted advisor of leading producers, sovereign funds, private investors and major state-owned industrial groups.
Josko holds an MBA from IE Business School.
He founded Venarion to bring the depth of insight he built inside those institutions directly to clients, without constraints. Venarion's mission is to provide independent, senior-level advisory grounded in rigorous market analysis and deep expertise across global metals markets.
MINERS • REFINERS • SMELTERS • ROLLING MILLS • EXTRUDERS • OEMs • TRADERS • INVESTORS • LENDERS • PRIVATE EQUITY
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Venarion Commodities Ltd is registered in England and Wales. Registered office: 128 City Road, London EC1V 2NX