Aluminum market report August 2013
2013-09-11 10:01:02 【Print】
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Contents
Abstract 1
1. Financial overview 1
1.1 Domestic financial overview 1
1.1.1 CPI up by 2.7% while PPI down by 2.3% Y-O-Y in July 1
1.1.2 PMI increased further to 51.0% 2
1.2 International financial overview 3
1.2.1 Crude oil prices to go up with volatile situation in Syria 3
1.2.2 USD index fluctuate slightly 4
2 Company news 5
2.1 International company news 5
2.2 Chinese domestic company news 6
3 Chinese domestic market review 8
3.1 Aluminum ingot market 8
3.1.1 Aluminum ingot price rebounds a bit 8
3.1.2 Demand weak and stocks down 9
3.2 Alumina market 9
3.2.1 Chinese alumina price remains low 9
3.3 Aluminum alloy 10
3.3.1 Secondary aluminum alloy price stable 10
3.3.2 Secondary aluminum alloy piles up in warehouses 11
3.4 Carbon anode 12
3.4.1 Carbon anode price remains at low level 12
3.4.2 Carbon cathode market stable 12
4 International market review 13
4.1 LME aluminum price down to record low 13
4.2 LME aluminum inventories gets down obviously 13
4.3 Secondary aluminum alloy export price gets down 14
4.4 Indonesia bauxite export slows down in August 14
4.5 Australian alumina market lingers at low levels 15
4.6 Aluminum fluoride export price calms down while may rebound soon 16
5 Related industry development 17
5.1 Petroleum coke price firm 17
5.2 Aluminum fluoride market firm 17
5.3 Aluminum hydroxide market changes little 18
5.4 Aluminum scrap price stable 18
6 Production data 19
6.1 Primary aluminum 19
6.1.1 Chinese primary aluminum production sees few changes 19
6.1.2 Growth rate of production in Northwestern regions speeds up 20
6.2 Aluminum alloy 20
6.2.1 Operating rate of Chinese secondary aluminum alloy plants up to 56.41% in August 20
6.2.3 Chinese motors sales up by 9. 9% YOY in July 21
6.3 Alumina 21
6.3.1 Chinese alumina production up by 1.07% MOM in August 21
6.3.2 Statistics of alumina stocks in July 23
6.4 Aluminum fluoride 24
6.4.1 Chinese aluminum fluoride output down by 23.1% in August MOM 24
6.4.2 Statistics of aluminum fluoride stocks in July 25
6.5 Carbon anode 25
6.5.1 Chinese commercial carbon anode output up by 3% in August MOM 25
6.5.2 Statistics of carbon anode stocks in June 26
7 Import & Export data analysis 27
7.1 Bauxite 27
7.1.1 Chinese July bauxite import up by 7.3% MOM 27
7.2 Alumina 30
7.2.1 Chinese alumina import up by 156% MOM in July 30
7.2.2 Chinese alumina import enterprises glance 31
7.3 Aluminum alloy 31
7.3.1 Chinese aluminum alloy export down by 13. 99% YOY in July 31
7.3.2 Chinese top ten aluminum alloy exporters in July 2013 32
7.4 Aluminum scrap 32
7.4.1 Chinese aluminum scraps import down by 10.94% YOY in July 32
7.4.2 Chinese top ten aluminum scrap importers in July 2013 33
7.5 Chinese aluminum semi-products exports up by 18.9% YOY in July 34
7.6 Aluminum fluoride 35
7.6.1 Chinese June aluminum fluoride export down by 36.68% MOM 35
7.7 Chinese carbon anode export volume down by 20.1% MOM in July 37
8 Outlook for September 38
8.1 Support for aluminum ingot price limited 38
8.2 Alumina price may stay in low levels due to sluggish aluminum market 38
8.3 Carbon anode price remains low 38
8.4 Aluminum fluoride price keeps rebounding 39
Picture& Table Column
Picture 1 CPI and PPI for 2011-2013 2
Picture 2 China PMI in 2011-2013 3
Picture 3 Futures prices of crude oil in US in August 4
Picture 4 USD index trend 4
Picture 5 Aluminum Ingot price in Chinese market (RMB/t) 8
Picture 6 Chinese origin alumina price movement Jan-Aug, 2013 (RMB/t) 10
Picture 7 Chinese ADC12 aluminum alloy price movement in Aug 11
Picture 8 Chinese A356 aluminum alloy price movement in Aug 11
Picture 9 LME aluminum cash price chart (USD/t) 13
Picture 10 LME aluminum inventories (tons) 14
Picture 11 Australian origin alumina price movement Jan-Aug, 2013 (USD/t) 15
Picture 12 Australian origin alumina CIF China price movement Jan-Aug, 2013 (USD/t) 16
Picture 13 Aluminum fluoride FOB price movement 2013(USD/t) 16
Picture 14 Aluminum fluoride price movement 2013 (RMB/t) 18
Picture 15 Aluminum hydroxide price movement Sep, 2012-Aug, 2013 (RMB/t) 18
Picture 16 Chinese motors sales in 2012 and 2013 (Unit: 10,000) 21
Picture 17 China’s alumina production in 2013 (10,000t) 22
Picture 18 Alumina consumption by region in Jun, 2013 (10,000t) 23
Picture 19 Aluminum fluoride output Jan- Aug 25
Picture 20 Aluminum fluoride consumption by region in July 25
Picture 21 Chinese commercial carbon anode output 2013 26
Picture 22 Carbon anode consumption by region in July 27
Picture 23 Chinese alumina import Jan-Jul, 2013 (10,000t) 30
Picture 24 Chinese aluminum alloy export in 2012 and 2013 32
Picture 25 Chinese aluminum scraps import in 2012 and 2013 33
Picture 26 Chinese aluminum semi-products exports 34
Picture 27 Chinese aluminum fluoride export Jan-Jul 36
Picture 28 Aluminum fluoride FOB price 2013 37
Picture 29 Carbon anode export price in July 37
Table 1 Chinese Carbon anode price by region on 30 Aug 12
Table 2 Output of primary aluminum in Chinese major producing areas in August (Unit: 10,000t) 19
Table 3 Operating rate of Chinese main secondary aluminum alloy plants in August 20
Table 4 Chinese bauxite import in July (Unit: ton) 29
Table 5 Chinese bauxite importers in July 29
Table 6 Top5 Chinese alumina import companies in July, 2013 31
Table 7 Chinese top ten aluminum alloy exporters in July, 2013 32
Table 8 Chinese top ten aluminum scrap importers in July, 2013 33
Table 9 Main carbon anode exporters in July 37
Abstract 1
1. Financial overview 1
1.1 Domestic financial overview 1
1.1.1 CPI up by 2.7% while PPI down by 2.3% Y-O-Y in July 1
1.1.2 PMI increased further to 51.0% 2
1.2 International financial overview 3
1.2.1 Crude oil prices to go up with volatile situation in Syria 3
1.2.2 USD index fluctuate slightly 4
2 Company news 5
2.1 International company news 5
2.2 Chinese domestic company news 6
3 Chinese domestic market review 8
3.1 Aluminum ingot market 8
3.1.1 Aluminum ingot price rebounds a bit 8
3.1.2 Demand weak and stocks down 9
3.2 Alumina market 9
3.2.1 Chinese alumina price remains low 9
3.3 Aluminum alloy 10
3.3.1 Secondary aluminum alloy price stable 10
3.3.2 Secondary aluminum alloy piles up in warehouses 11
3.4 Carbon anode 12
3.4.1 Carbon anode price remains at low level 12
3.4.2 Carbon cathode market stable 12
4 International market review 13
4.1 LME aluminum price down to record low 13
4.2 LME aluminum inventories gets down obviously 13
4.3 Secondary aluminum alloy export price gets down 14
4.4 Indonesia bauxite export slows down in August 14
4.5 Australian alumina market lingers at low levels 15
4.6 Aluminum fluoride export price calms down while may rebound soon 16
5 Related industry development 17
5.1 Petroleum coke price firm 17
5.2 Aluminum fluoride market firm 17
5.3 Aluminum hydroxide market changes little 18
5.4 Aluminum scrap price stable 18
6 Production data 19
6.1 Primary aluminum 19
6.1.1 Chinese primary aluminum production sees few changes 19
6.1.2 Growth rate of production in Northwestern regions speeds up 20
6.2 Aluminum alloy 20
6.2.1 Operating rate of Chinese secondary aluminum alloy plants up to 56.41% in August 20
6.2.3 Chinese motors sales up by 9. 9% YOY in July 21
6.3 Alumina 21
6.3.1 Chinese alumina production up by 1.07% MOM in August 21
6.3.2 Statistics of alumina stocks in July 23
6.4 Aluminum fluoride 24
6.4.1 Chinese aluminum fluoride output down by 23.1% in August MOM 24
6.4.2 Statistics of aluminum fluoride stocks in July 25
6.5 Carbon anode 25
6.5.1 Chinese commercial carbon anode output up by 3% in August MOM 25
6.5.2 Statistics of carbon anode stocks in June 26
7 Import & Export data analysis 27
7.1 Bauxite 27
7.1.1 Chinese July bauxite import up by 7.3% MOM 27
7.2 Alumina 30
7.2.1 Chinese alumina import up by 156% MOM in July 30
7.2.2 Chinese alumina import enterprises glance 31
7.3 Aluminum alloy 31
7.3.1 Chinese aluminum alloy export down by 13. 99% YOY in July 31
7.3.2 Chinese top ten aluminum alloy exporters in July 2013 32
7.4 Aluminum scrap 32
7.4.1 Chinese aluminum scraps import down by 10.94% YOY in July 32
7.4.2 Chinese top ten aluminum scrap importers in July 2013 33
7.5 Chinese aluminum semi-products exports up by 18.9% YOY in July 34
7.6 Aluminum fluoride 35
7.6.1 Chinese June aluminum fluoride export down by 36.68% MOM 35
7.7 Chinese carbon anode export volume down by 20.1% MOM in July 37
8 Outlook for September 38
8.1 Support for aluminum ingot price limited 38
8.2 Alumina price may stay in low levels due to sluggish aluminum market 38
8.3 Carbon anode price remains low 38
8.4 Aluminum fluoride price keeps rebounding 39
Picture& Table Column
Picture 1 CPI and PPI for 2011-2013 2
Picture 2 China PMI in 2011-2013 3
Picture 3 Futures prices of crude oil in US in August 4
Picture 4 USD index trend 4
Picture 5 Aluminum Ingot price in Chinese market (RMB/t) 8
Picture 6 Chinese origin alumina price movement Jan-Aug, 2013 (RMB/t) 10
Picture 7 Chinese ADC12 aluminum alloy price movement in Aug 11
Picture 8 Chinese A356 aluminum alloy price movement in Aug 11
Picture 9 LME aluminum cash price chart (USD/t) 13
Picture 10 LME aluminum inventories (tons) 14
Picture 11 Australian origin alumina price movement Jan-Aug, 2013 (USD/t) 15
Picture 12 Australian origin alumina CIF China price movement Jan-Aug, 2013 (USD/t) 16
Picture 13 Aluminum fluoride FOB price movement 2013(USD/t) 16
Picture 14 Aluminum fluoride price movement 2013 (RMB/t) 18
Picture 15 Aluminum hydroxide price movement Sep, 2012-Aug, 2013 (RMB/t) 18
Picture 16 Chinese motors sales in 2012 and 2013 (Unit: 10,000) 21
Picture 17 China’s alumina production in 2013 (10,000t) 22
Picture 18 Alumina consumption by region in Jun, 2013 (10,000t) 23
Picture 19 Aluminum fluoride output Jan- Aug 25
Picture 20 Aluminum fluoride consumption by region in July 25
Picture 21 Chinese commercial carbon anode output 2013 26
Picture 22 Carbon anode consumption by region in July 27
Picture 23 Chinese alumina import Jan-Jul, 2013 (10,000t) 30
Picture 24 Chinese aluminum alloy export in 2012 and 2013 32
Picture 25 Chinese aluminum scraps import in 2012 and 2013 33
Picture 26 Chinese aluminum semi-products exports 34
Picture 27 Chinese aluminum fluoride export Jan-Jul 36
Picture 28 Aluminum fluoride FOB price 2013 37
Picture 29 Carbon anode export price in July 37
Table 1 Chinese Carbon anode price by region on 30 Aug 12
Table 2 Output of primary aluminum in Chinese major producing areas in August (Unit: 10,000t) 19
Table 3 Operating rate of Chinese main secondary aluminum alloy plants in August 20
Table 4 Chinese bauxite import in July (Unit: ton) 29
Table 5 Chinese bauxite importers in July 29
Table 6 Top5 Chinese alumina import companies in July, 2013 31
Table 7 Chinese top ten aluminum alloy exporters in July, 2013 32
Table 8 Chinese top ten aluminum scrap importers in July, 2013 33
Table 9 Main carbon anode exporters in July 37
