Monthly Aluminum Market Report Sep 2023
2023-10-17 17:11:32 【Print】
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1 Market Highlights 5
1.1 Chinese origin bauxite 5
1.2 Imported bauxite 5
1.3 Alumina 5
1.4 Aluminum fluoride 5
1.5 Primary aluminum 5
1.6 Secondary aluminum alloy ingot 5
1.7 Aluminum bar 5
2 Policy and Economy 5
2.1 Shanxi delegates transfer and registration of exploration rights for mineral species 5
2.2 Aluminum stocks at Japan's 3 major ports increase in Aug m-o-m 5
2.3 US maintains AD order on China's aluminum foil 5
2.4 IAI: primary aluminum output soars in Aug 5
2.5 MEE release Action Plan for Comprehensive Control of Air Pollution in Autumn and Winter 2023-2024 (Draft for Soliciting Opinions) 5
3 Market Movements 5
3.1 Chinese Market 5
3.1.1 Price of Chinese origin bauxite soars further 5
3.1.2 Chinese origin alumina price soars 6
3.1.3 Australian alumina price rises 6
3.1.4 Price of Chinese aluminum fluoride surges 6
3.1.5 Aluminum hydroxide price moves up with fluctuations 6
3.1.6 Price of aluminum ingot 99.7%min rises 6
3.1.7 Chinese aluminum alloy ingot ADC12 market sees weak demand 7
3.1.8 Chinese aluminum alloy ingot A356.2 market sees weak demand 7
3.1.9 Shortage of cast aluminum scrap supply in China alleviated 7
3.1.10 Chinese aluminum bar 6063 producers cut production 8
3.2 International Market 8
3.2.1 Spot market sees short supply of Guinean bauxite 8
3.2.2 Turkish bauxite price moves up 8
3.2.3 Australian alumina export price slides 8
3.2.4 Chinese aluminum fluoride export price soars 9
3.2.5 Prices for imported cast aluminum alloy ingot move up 9
3.2.6 Chinese aluminum alloy ingot ADC12 export market sees few deals 9
3.2.7 China market sees increasing deals for imported Zorba aluminum scrap 9
4 Company News 9
4.1 Alufer Mining to expand bauxite loading capacity 9
4.2 Hunan Nonferrous restarts normal aluminum fluoride production 9
4.3 Lindian enters into MoU to expand bauxite supply in Guinea 10
4.4 Mytilineos acquires Imerys' bauxite business in Greece 10
4.5 Yuntianhua Fluoride to restart normal production 10
4.6 CBG to restart normal bauxite production 10
4.7 AA Sawit finishes road construction for the new bauxite project 10
4.8 Xinfa Chemical reduces alumina production 10
4.9 Aokaida Chemical reaches full alumina production 10
4.10 Bafata Mining Guinea to apply for bauxite mining licenses 10
4.11 Kailong New Materials closes two smelting furnaces 10
4.12 Lianchuang Aluminum to halt secondary aluminum alloy ingot production 10
4.13 Yuxin Aluminum produces primary aluminum at full capacity 11
4.14 Xiangrong Aluminum conducts maintenance on aluminum bar equipment 11
4.15 East Hope Baotou cuts aluminum bar production 11
4.16 Laibin Yinhai Aluminum Alloy halts aluminum bar production 11
4.17 Shenglin New Material's secondary aluminum alloy Phase II project starts production 11
4.18 Xiongchuang Aluminum Alloy to increase secondary aluminum alloy ingot production 11
4.19 Tiantai Aluminum to resume full production of primary aluminum 11
5 Producers Statistics 11
5.1 Chinese alumina producers' operating rate down by 3.49% YOY in Sep 11
5.2 China's alumina output down by 2.17% MOM in Sep 12
5.3 Chinese aluminum fluoride producers' operating rate down by 10.31% YOY in Sep 12
5.4 China's aluminum fluoride output down by 10.32% YOY in Sep 13
5.5 China's aluminum fluoride inventory down by 100% MOM in late Sep 13
5.6 Chinese bauxite producers' operating rate up by 10.89% MOM in Sep 14
5.7 Chinese bauxite producers' output up by 57.52% YOY in Sep 14
5.8 Guinean bauxite producers' operating rate down by 9.36% MOM in Sep 15
5.9 Guinean bauxite producers' output up by 21.62% YOY in Sep 15
5.10 Chinese primary aluminum producers' operating rate records 85.69% in late Sep 15
5.11 China's primary aluminum output up by 1.16% MOM in Sep 16
5.12 China's primary aluminum inventory up by 19.46% MOM in late Sep 16
5.13 Chinese secondary aluminum alloy producers' operating rate records 43.13% in Sep 17
5.14 China's secondary aluminum alloy output up by 5.92% MOM in Sep 17
5.15 China's secondary aluminum alloy inventory down by 0.27% MOM in late Sep 18
5.16 Chinese aluminum bar producers' operating rate records 51.78% in Sep 18
5.17 China's aluminum bar output down by 3.11% MOM in Sep 19
5.18 China's aluminum bar inventory up by 1.26% MOM in late Sep 19
6 Consumers Statistics 20
6.1 China's consumption of imported bauxite up by 0.35% MOM in Sep 20
6.2 China's inventory of imported bauxite down by 7.61% MOM in late Sep 20
6.3 China's consumption of domestic bauxite up by 9.03% YOY in Sep 21
6.4 China's inventory of domestic bauxite up by 7.55% MOM in late Sep 21
7. Customs Statistics 22
7.1 China's bauxite import volume down by 9.88% MOM in Aug 22
7.2 China's alumina imports up by 163.38% MOM in Aug 22
7.3 China's anhydrous aluminum fluoride export volume surges by 205.18% MOM in Aug 23
7.4 China's unwrought aluminum(Al<99.95%) import volume grew 211.76% YoY in Aug 2023 23
7.5 China's unwrought aluminum alloy import volume decreased 16.72% YoY in Aug 2023 24
7.6 China's unwrought aluminum alloy export volume rose 28.99% YoY in Aug 2023 25
7.7 China's aluminum scrap import volume declined 10.83% YoY in Aug 2023 26
8 Relevant Industry News 27
8.1 Fluorspar price soars 27
8.2 Liquid caustic soda price goes up 27
9 Market Outlook for Next Month 27
9.1 Chinese market 27
9.1.1 Bauxite Al/Si=5.0 delivered China 27
9.1.2 Alumina 98.5%min EXW China 27
9.1.3 Australian alumina 98.5%min delivered at Chinese ports 27
9.1.4 Aluminum fluoride 61%min EXW China 27
9.1.5 Aluminum hydroxide 64.5%min EXW China 27
9.1.6 Fluorspar dry powder 97%min delivered China 27
9.1.7 Liquid caustic soda 32%min delivered China 27
9.1.8 Aluminum ingot 99.7%min 27
9.1.9 Cast aluminum alloy ingot ADC12 EXW China 27
9.1.10 Aluminum bar 6063 φ120mm EXW in warehouse 28
9.1.11 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 28
9.2 International Market 28
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 28
9.2.2 Alumina 98.5%min FOB Australia 28
9.2.3 Aluminum fluoride 61%min FOB China 28
9.2.4 Cast aluminum alloy ingot ADC12 CIF China 28
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 28
9.2.6 Zorba aluminum scrap 98-1 CIF China 28
1.1 Chinese origin bauxite 5
1.2 Imported bauxite 5
1.3 Alumina 5
1.4 Aluminum fluoride 5
1.5 Primary aluminum 5
1.6 Secondary aluminum alloy ingot 5
1.7 Aluminum bar 5
2 Policy and Economy 5
2.1 Shanxi delegates transfer and registration of exploration rights for mineral species 5
2.2 Aluminum stocks at Japan's 3 major ports increase in Aug m-o-m 5
2.3 US maintains AD order on China's aluminum foil 5
2.4 IAI: primary aluminum output soars in Aug 5
2.5 MEE release Action Plan for Comprehensive Control of Air Pollution in Autumn and Winter 2023-2024 (Draft for Soliciting Opinions) 5
3 Market Movements 5
3.1 Chinese Market 5
3.1.1 Price of Chinese origin bauxite soars further 5
3.1.2 Chinese origin alumina price soars 6
3.1.3 Australian alumina price rises 6
3.1.4 Price of Chinese aluminum fluoride surges 6
3.1.5 Aluminum hydroxide price moves up with fluctuations 6
3.1.6 Price of aluminum ingot 99.7%min rises 6
3.1.7 Chinese aluminum alloy ingot ADC12 market sees weak demand 7
3.1.8 Chinese aluminum alloy ingot A356.2 market sees weak demand 7
3.1.9 Shortage of cast aluminum scrap supply in China alleviated 7
3.1.10 Chinese aluminum bar 6063 producers cut production 8
3.2 International Market 8
3.2.1 Spot market sees short supply of Guinean bauxite 8
3.2.2 Turkish bauxite price moves up 8
3.2.3 Australian alumina export price slides 8
3.2.4 Chinese aluminum fluoride export price soars 9
3.2.5 Prices for imported cast aluminum alloy ingot move up 9
3.2.6 Chinese aluminum alloy ingot ADC12 export market sees few deals 9
3.2.7 China market sees increasing deals for imported Zorba aluminum scrap 9
4 Company News 9
4.1 Alufer Mining to expand bauxite loading capacity 9
4.2 Hunan Nonferrous restarts normal aluminum fluoride production 9
4.3 Lindian enters into MoU to expand bauxite supply in Guinea 10
4.4 Mytilineos acquires Imerys' bauxite business in Greece 10
4.5 Yuntianhua Fluoride to restart normal production 10
4.6 CBG to restart normal bauxite production 10
4.7 AA Sawit finishes road construction for the new bauxite project 10
4.8 Xinfa Chemical reduces alumina production 10
4.9 Aokaida Chemical reaches full alumina production 10
4.10 Bafata Mining Guinea to apply for bauxite mining licenses 10
4.11 Kailong New Materials closes two smelting furnaces 10
4.12 Lianchuang Aluminum to halt secondary aluminum alloy ingot production 10
4.13 Yuxin Aluminum produces primary aluminum at full capacity 11
4.14 Xiangrong Aluminum conducts maintenance on aluminum bar equipment 11
4.15 East Hope Baotou cuts aluminum bar production 11
4.16 Laibin Yinhai Aluminum Alloy halts aluminum bar production 11
4.17 Shenglin New Material's secondary aluminum alloy Phase II project starts production 11
4.18 Xiongchuang Aluminum Alloy to increase secondary aluminum alloy ingot production 11
4.19 Tiantai Aluminum to resume full production of primary aluminum 11
5 Producers Statistics 11
5.1 Chinese alumina producers' operating rate down by 3.49% YOY in Sep 11
5.2 China's alumina output down by 2.17% MOM in Sep 12
5.3 Chinese aluminum fluoride producers' operating rate down by 10.31% YOY in Sep 12
5.4 China's aluminum fluoride output down by 10.32% YOY in Sep 13
5.5 China's aluminum fluoride inventory down by 100% MOM in late Sep 13
5.6 Chinese bauxite producers' operating rate up by 10.89% MOM in Sep 14
5.7 Chinese bauxite producers' output up by 57.52% YOY in Sep 14
5.8 Guinean bauxite producers' operating rate down by 9.36% MOM in Sep 15
5.9 Guinean bauxite producers' output up by 21.62% YOY in Sep 15
5.10 Chinese primary aluminum producers' operating rate records 85.69% in late Sep 15
5.11 China's primary aluminum output up by 1.16% MOM in Sep 16
5.12 China's primary aluminum inventory up by 19.46% MOM in late Sep 16
5.13 Chinese secondary aluminum alloy producers' operating rate records 43.13% in Sep 17
5.14 China's secondary aluminum alloy output up by 5.92% MOM in Sep 17
5.15 China's secondary aluminum alloy inventory down by 0.27% MOM in late Sep 18
5.16 Chinese aluminum bar producers' operating rate records 51.78% in Sep 18
5.17 China's aluminum bar output down by 3.11% MOM in Sep 19
5.18 China's aluminum bar inventory up by 1.26% MOM in late Sep 19
6 Consumers Statistics 20
6.1 China's consumption of imported bauxite up by 0.35% MOM in Sep 20
6.2 China's inventory of imported bauxite down by 7.61% MOM in late Sep 20
6.3 China's consumption of domestic bauxite up by 9.03% YOY in Sep 21
6.4 China's inventory of domestic bauxite up by 7.55% MOM in late Sep 21
7. Customs Statistics 22
7.1 China's bauxite import volume down by 9.88% MOM in Aug 22
7.2 China's alumina imports up by 163.38% MOM in Aug 22
7.3 China's anhydrous aluminum fluoride export volume surges by 205.18% MOM in Aug 23
7.4 China's unwrought aluminum(Al<99.95%) import volume grew 211.76% YoY in Aug 2023 23
7.5 China's unwrought aluminum alloy import volume decreased 16.72% YoY in Aug 2023 24
7.6 China's unwrought aluminum alloy export volume rose 28.99% YoY in Aug 2023 25
7.7 China's aluminum scrap import volume declined 10.83% YoY in Aug 2023 26
8 Relevant Industry News 27
8.1 Fluorspar price soars 27
8.2 Liquid caustic soda price goes up 27
9 Market Outlook for Next Month 27
9.1 Chinese market 27
9.1.1 Bauxite Al/Si=5.0 delivered China 27
9.1.2 Alumina 98.5%min EXW China 27
9.1.3 Australian alumina 98.5%min delivered at Chinese ports 27
9.1.4 Aluminum fluoride 61%min EXW China 27
9.1.5 Aluminum hydroxide 64.5%min EXW China 27
9.1.6 Fluorspar dry powder 97%min delivered China 27
9.1.7 Liquid caustic soda 32%min delivered China 27
9.1.8 Aluminum ingot 99.7%min 27
9.1.9 Cast aluminum alloy ingot ADC12 EXW China 27
9.1.10 Aluminum bar 6063 φ120mm EXW in warehouse 28
9.1.11 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 28
9.2 International Market 28
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 28
9.2.2 Alumina 98.5%min FOB Australia 28
9.2.3 Aluminum fluoride 61%min FOB China 28
9.2.4 Cast aluminum alloy ingot ADC12 CIF China 28
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 28
9.2.6 Zorba aluminum scrap 98-1 CIF China 28
