Calcined Bauxite Report October 2014

1 Financial overview 1
1.1 Domestic financial overview 1
1.1.Asian Metal Copyright8% MOM in September 7 5.Asian Metal Copyright1 CPI up by 1.Asian Metal Copyright1 Chinese Calcined bauxite total export volumes up by 22.Asian Metal Copyright6% and PPI down by 1.8% YOY in September 1
1.1.Asian Metal Copyright3% in October 2 1.Asian Metal Copyright2 PMI down by 0.3% in October 2
1.2 International financial overview 3
1.2.1 Crude oil futures prices continue to fall back 3
1.2.2 US dollar continues to strengthen in October 4
2 Company news 5
2.1 Shanxi Calcined bauxite plants come under intense environmental scrutiny 5
2.2 Hengyuan Refractory is to resume calcined bauxite production in November 5
3 Chinese domestic market review 5
Chinese calcined bauxite market sluggish 5
4 International market review 6
Calcined bauxite export market is quiet with soft price 6
5 Import & Export data analysis 7
5.1 Chinese Calcined bauxite total export volumes up by 22.8% MOM in September 7
5.2 Calcined bauxite exports multiplied rose to the U.Asian Metal Copyright1 Crude oil futures prices continue to fall back 3 1.Asian Metal CopyrightS., Belgium and France 8
5.3 Top twenty Chinese Calcined bauxite exporters in September 9
6 Outlook for November 10

Graph 1 China’s CPI and PPI trend in 2014 2
Graph 2 China’s PMI in 2014 3
Graph 3 US crude oil futures price trend on major transaction market in October 4
Graph 4 US dollar Index trend 5
Graph 5 China’s calcined bauxite 86%min 1-3mm price trend (yuan/t) in October 6
Graph 6 Chinese calcined bauxite 86%min 1-3mm China FOB price in October (USD/t) 7
Graph 7 Chinese calcined bauxite exports 2014 8
Graph 8 Chinese Calcined bauxite export volumes by major destination 9

Table 1 Top twenty Chinese calcined bauxite exporters in September 9

.Asian Metal Copyright1 Shanxi Calcined bauxite plants come under intense environmental scrutiny 5 2Asian Metal Copyright