2015 Annual Report on Aluminum Market
2016-02-26 18:58:46 【Print】
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Content
1 Abstract 1
2 Chinese domestic market review 2
2.1 Aluminum fluoride prices hover at low levels and producers suffer losses 2
2.2 Prebaked anode prices move down gradually 2
2.3 Chinese alumina prices hit historical low during 2015 2
2.3.1 Analysis on Shanxi alumina market during 2015 3
2.3.2 Analysis on Henan alumina market during 2015 3
2.3.3 Analysis on Guangxi alumina market during 2015 3
2.3.4 Analysis on Shandong alumina market during 2015 4
2.4 Analysis on Chinese aluminum hydroxide market during 2015 4
2.5 Electrolytic aluminum plants suffered great losses as the overall market was sluggish 4
2.6 Chinese secondary aluminum alloy ingot demand slows down with dropping prices 5
3 International market review 5
3.1 Malaysian bauxite takes up Chinese market 5
3.2 Australian bauxite suppliers increased leading to fierce competition 6
3.3 Demand for Indian bauxite is limited 6
3.4 Aluminum fluoride export competition fierce and prices move down 6
3.5 Prebaked anode export prices edge down 7
3.6 Analysis on the trend of imported aluminum price during 2015 in China 7
3.7 LME aluminum prices move down 8
3.8 Chinese secondary aluminum alloy ingot export prices hit a new lowest record 8
3.9 Chinese Zorba aluminum scrap import prices down 9
4 Supply & Demand Analysis 9
4.1 Chinese aluminum fluoride capacity down by 8.3% YOY in 2015 9
4.2 China’s aluminum fluoride outputs down by 2.89% YOY in 2015 10
4.3 Chinese demand and stocks for imported bauxite 11
4.4 Chinese carbon anode production down by 6% YOY in 2015 11
4.5 Global alumina output data for 2015 12
4.6 Chinese alumina output data for 2015 12
4.7 Shandong’s alumina output in 2015 up 31% YOY 13
4.8 Shanxi’s alumina output up by 11.4% YOY in 2015 13
4.9 Henan’s alumina output up by 3.8% YOY in 2015 14
4.10 Guizhou’s alumina output in 2015 up 25.4% YOY 14
4.11 China builds 8.1 million tons of alumina new capacity in 2015 15
4.12 China’s new alumina capacity expected to reach 2.9 million tons in 2016 16
4.13 China's alumina capacity down by 6.9 million tonnes in 2015 16
4.14 China’s newly-built primary aluminum capacity reaches about 3,570,000tpy in 2015 16
4.15 China’s primary aluminum output reduction reached about 3,970,000tpy in 2015 17
4.16 Chinese primary aluminum output up by 10.6% YOY in 2015 18
4.17 Xinjiang primary aluminum output up by 35.48% YOY in 2015 18
4.18 Global primary aluminum output up by 9% YOY in 2015 19
4.19 China’s newly-built primary aluminum capacity to reach about 660,000tpy in 2016 20
4.20 China’s newly-built secondary aluminum alloy capacity reaches about 370,000tpy in 2015 20
4.21 Chinese secondary aluminum alloy output reaches about 3,300,000t in 2015 21
4.22 China’s newly-built secondary aluminum alloy capacity to reach about 530,000tpy in 2016 22
4.23 Chinese aluminum processing products output moves up by 9% YOY 22
5 Imp & Exp Analysis 23
5.1 China’s bauxite import in 2015 up by 53.94% YOY 23
5.2 Bauxite import analysis 2005-2015 23
5.3 China’s bauxite import from Australia 2005-2015 24
5.4 Indian bauxite supply and demand 2005-2015 24
5.5 China bauxite import from Malaysia 2005-2015 25
5.6 Analysis on bauxite from Brazil, Guinea and Ghana 25
5.7 Chinese aluminum fluoride export volumes down by 6.1% YOY in 2015 26
5.8 Chinese prebaked anode export volumes up by 3.8% YOY in 2015 27
5.9 Imports of alumina in China during 2015 28
5.10 Chinese alumina imports by country in 2015 29
5.11 Chinese aluminum semi-finished products export volume up by about 14% YOY in 2015 29
5.12 Chinese aluminum scraps import volume down by 9.49% YOY in 2015 30
5.13 Chinese aluminum alloys export volume down by about 6.17% YOY in 2015 31
6 Market outlook for 2016 32
6.1 Bauxite import sources diversify and prices keep at low levels 32
6.2 Alumina prices bottom up 32
6.3 Output for primary aluminum prices trend 32
6.4 Output for Chinese secondary aluminum alloy ingot price trend 33
Graph 1 Aluminum fluoride prices in 2015 5
Graph 2 Prebaked anode prices movement 5
Graph 3 Chinese alumina spot price trend in 2015 6
Graph 4 Average monthly prices for alumina in Shanxi during 2015 6
Graph 5 Average monthly price for alumina in Henan during 2015 6
Graph 6 Average monthly price for alumina in Guangxi during 2015 7
Graph 7 Average monthly price for alumina in Shandong during 2015 7
Graph 8 Spot prices for Chinese aluminum hydroxide during 2015 7
Graph 9 Aluminum ingot price on Chinese market 8
Graph 10 Chinese secondary aluminum alloy ingot prices movement 8
Graph 11 Prices for low grade bauxite FOB Malaysia 9
Graph 12 Australian bauxite prices CIF China 9
Graph 13 Indian bauxite prices movement CIF China 9
Graph 14 Chinese aluminum fluoride export prices FOB China 10
Graph 15 Chinese prebaked anode export prices FOB China 10
Graph 16 Prices for Australian-origin alumina on CIF China basis during 2015 10
Graph 17 Spot prices for imported alumina in Chinese ports during 2015 11
Graph 18 Aluminum settlement on LME 11
Graph 19 Aluminum warehouse on LME 11
Graph 20 Chinese secondary aluminum alloy ingot export price movement 12
Graph 21 Chinese Zorba aluminum scrap import price movement 12
Graph 22 Chinese aluminum fluoride capacity by year 12
Graph 23 Chinese aluminum fluoride capacity be regions in 2015 13
Graph 24 Chinese aluminum fluoride outputs by month 13
Graph 25 Chinese aluminum fluoride outputs by year 13
Graph 26 Chinese demand for imported bauxite in 2015 14
Graph 27 Chinese imported bauxite stocks by month 14
Graph 28 China’s commercial carbon anode production in 2015 14
Graph 29 China’s commercial carbon anode capacity by region 15
Graph 30 Global alumina output from 2006 to 2015 15
Graph 31 Chinese alumina output by month during 2015 15
Graph 32 Chinese alumina output by year 16
Graph 33 Alumina output in Shandong in 2015 16
Graph 34 Shanxi’s alumina output statistics by year 17
Graph 35 Henan’s alumina output statistics by year 17
Graph 36 Guizhou’s alumina output statistics by year 18
Graph 37 Chinese primary aluminum output by year 21
Graph 38 Xinjiang primary aluminum output by month 21
Graph 39 Xinjiang primary aluminum output by month 22
Graph 40 Global primary aluminum output by year 22
Graph 41 Chinese secondary aluminum alloy ingot output by month 24
Graph 42 Chinese secondary aluminum alloy output by province in 2015 24
Graph 43 Chinese aluminum processing products output by year 26
Graph 44 China’s bauxite import volumes by month 26
Graph 45 Major Chinese bauxite importers in 2015 26
Graph 46 China’s bauxite import volumes by year 27
Graph 47 China’s bauxite import volumes by major origins by year 27
Graph 48 China’s bauxite import from Australia 2005-2015 27
Graph 49 Bauxite supply by major countries 27
Graph 50 Indian bauxite import by year 2005-2015 28
Graph 51 Malaysian bauxite import by year 2005-2015 28
Graph 52 Chinese aluminum fluoride export in 2015 by month 29
Graph 53 Chinese aluminum fluoride export by major destinations in 2015 29
Graph 54 Chinese aluminum fluoride exports from 2010 to 2015 30
Graph 55 Chinese aluminum fluoride exports by major destinations 2010-2015 30
Graph 56 Chinese prebaked anode export volumes by month 30
Graph 57 Chinese prebaked anode export by major destinations in 2015 30
Graph 58 Chinese prebaked anode export prices 31
Graph 59 Major Chinese prebaked anode exporters in 2015 31
Graph 60 Chinese alumina imports by year 31
Graph 61 Chinese imports of alumina by month during 2015 32
Graph 62 Chinese imports of alumina by country during 2015 32
Graph 63 Volumes of major alumina importers in China during 2015 32
Graph 64 Chinese aluminum semi-finished product output by month 33
Graph 65 Chinese aluminum scraps import volume by year 33
Graph 66 Chinese aluminum scrap import volume by major country by year 33
Graph 67 Chinese aluminum alloy export volume by year 34
Graph 68 Chinese aluminum alloy export volume by major country by year 34
Table 1 Chinese new capacity for alumina in 2015 18
Table 2 China’s new alumina capacity to launch in 2016 19
Table 3 China’s new alumina capacity launches in 2015 20
Table 4 Newly-launched primary aluminum capacity in 2015 20
Table 5 China’s primary aluminum output reduction in 2015 21
Table 6 Chinese primary aluminum output by province in 2015 21
Table 7 Global primary aluminum output by region 23
Table 8 Chinese newly-built primary aluminum capacity to release in 2016 23
Table 9 Chinese newly-launched secondary aluminum alloy projects in 2015 24
Table 10 Chinese new secondary aluminum alloy projects to launch in 2016 25
Table 11 Top ten bauxite owners in Malaysia in 2015 29
Table 12 China’s bauxite import in 2015 29
Table 13 Chinese prebaked anode export details in December 2015 31
Table 14 Chinese imports of alumina by country 32
Table 15 Chinese major aluminum scrap importers in 2015 34
Table 16 Chinese major secondary aluminum alloy exporters in 2015 35
1 Abstract 1
2 Chinese domestic market review 2
2.1 Aluminum fluoride prices hover at low levels and producers suffer losses 2
2.2 Prebaked anode prices move down gradually 2
2.3 Chinese alumina prices hit historical low during 2015 2
2.3.1 Analysis on Shanxi alumina market during 2015 3
2.3.2 Analysis on Henan alumina market during 2015 3
2.3.3 Analysis on Guangxi alumina market during 2015 3
2.3.4 Analysis on Shandong alumina market during 2015 4
2.4 Analysis on Chinese aluminum hydroxide market during 2015 4
2.5 Electrolytic aluminum plants suffered great losses as the overall market was sluggish 4
2.6 Chinese secondary aluminum alloy ingot demand slows down with dropping prices 5
3 International market review 5
3.1 Malaysian bauxite takes up Chinese market 5
3.2 Australian bauxite suppliers increased leading to fierce competition 6
3.3 Demand for Indian bauxite is limited 6
3.4 Aluminum fluoride export competition fierce and prices move down 6
3.5 Prebaked anode export prices edge down 7
3.6 Analysis on the trend of imported aluminum price during 2015 in China 7
3.7 LME aluminum prices move down 8
3.8 Chinese secondary aluminum alloy ingot export prices hit a new lowest record 8
3.9 Chinese Zorba aluminum scrap import prices down 9
4 Supply & Demand Analysis 9
4.1 Chinese aluminum fluoride capacity down by 8.3% YOY in 2015 9
4.2 China’s aluminum fluoride outputs down by 2.89% YOY in 2015 10
4.3 Chinese demand and stocks for imported bauxite 11
4.4 Chinese carbon anode production down by 6% YOY in 2015 11
4.5 Global alumina output data for 2015 12
4.6 Chinese alumina output data for 2015 12
4.7 Shandong’s alumina output in 2015 up 31% YOY 13
4.8 Shanxi’s alumina output up by 11.4% YOY in 2015 13
4.9 Henan’s alumina output up by 3.8% YOY in 2015 14
4.10 Guizhou’s alumina output in 2015 up 25.4% YOY 14
4.11 China builds 8.1 million tons of alumina new capacity in 2015 15
4.12 China’s new alumina capacity expected to reach 2.9 million tons in 2016 16
4.13 China's alumina capacity down by 6.9 million tonnes in 2015 16
4.14 China’s newly-built primary aluminum capacity reaches about 3,570,000tpy in 2015 16
4.15 China’s primary aluminum output reduction reached about 3,970,000tpy in 2015 17
4.16 Chinese primary aluminum output up by 10.6% YOY in 2015 18
4.17 Xinjiang primary aluminum output up by 35.48% YOY in 2015 18
4.18 Global primary aluminum output up by 9% YOY in 2015 19
4.19 China’s newly-built primary aluminum capacity to reach about 660,000tpy in 2016 20
4.20 China’s newly-built secondary aluminum alloy capacity reaches about 370,000tpy in 2015 20
4.21 Chinese secondary aluminum alloy output reaches about 3,300,000t in 2015 21
4.22 China’s newly-built secondary aluminum alloy capacity to reach about 530,000tpy in 2016 22
4.23 Chinese aluminum processing products output moves up by 9% YOY 22
5 Imp & Exp Analysis 23
5.1 China’s bauxite import in 2015 up by 53.94% YOY 23
5.2 Bauxite import analysis 2005-2015 23
5.3 China’s bauxite import from Australia 2005-2015 24
5.4 Indian bauxite supply and demand 2005-2015 24
5.5 China bauxite import from Malaysia 2005-2015 25
5.6 Analysis on bauxite from Brazil, Guinea and Ghana 25
5.7 Chinese aluminum fluoride export volumes down by 6.1% YOY in 2015 26
5.8 Chinese prebaked anode export volumes up by 3.8% YOY in 2015 27
5.9 Imports of alumina in China during 2015 28
5.10 Chinese alumina imports by country in 2015 29
5.11 Chinese aluminum semi-finished products export volume up by about 14% YOY in 2015 29
5.12 Chinese aluminum scraps import volume down by 9.49% YOY in 2015 30
5.13 Chinese aluminum alloys export volume down by about 6.17% YOY in 2015 31
6 Market outlook for 2016 32
6.1 Bauxite import sources diversify and prices keep at low levels 32
6.2 Alumina prices bottom up 32
6.3 Output for primary aluminum prices trend 32
6.4 Output for Chinese secondary aluminum alloy ingot price trend 33
Graph 1 Aluminum fluoride prices in 2015 5
Graph 2 Prebaked anode prices movement 5
Graph 3 Chinese alumina spot price trend in 2015 6
Graph 4 Average monthly prices for alumina in Shanxi during 2015 6
Graph 5 Average monthly price for alumina in Henan during 2015 6
Graph 6 Average monthly price for alumina in Guangxi during 2015 7
Graph 7 Average monthly price for alumina in Shandong during 2015 7
Graph 8 Spot prices for Chinese aluminum hydroxide during 2015 7
Graph 9 Aluminum ingot price on Chinese market 8
Graph 10 Chinese secondary aluminum alloy ingot prices movement 8
Graph 11 Prices for low grade bauxite FOB Malaysia 9
Graph 12 Australian bauxite prices CIF China 9
Graph 13 Indian bauxite prices movement CIF China 9
Graph 14 Chinese aluminum fluoride export prices FOB China 10
Graph 15 Chinese prebaked anode export prices FOB China 10
Graph 16 Prices for Australian-origin alumina on CIF China basis during 2015 10
Graph 17 Spot prices for imported alumina in Chinese ports during 2015 11
Graph 18 Aluminum settlement on LME 11
Graph 19 Aluminum warehouse on LME 11
Graph 20 Chinese secondary aluminum alloy ingot export price movement 12
Graph 21 Chinese Zorba aluminum scrap import price movement 12
Graph 22 Chinese aluminum fluoride capacity by year 12
Graph 23 Chinese aluminum fluoride capacity be regions in 2015 13
Graph 24 Chinese aluminum fluoride outputs by month 13
Graph 25 Chinese aluminum fluoride outputs by year 13
Graph 26 Chinese demand for imported bauxite in 2015 14
Graph 27 Chinese imported bauxite stocks by month 14
Graph 28 China’s commercial carbon anode production in 2015 14
Graph 29 China’s commercial carbon anode capacity by region 15
Graph 30 Global alumina output from 2006 to 2015 15
Graph 31 Chinese alumina output by month during 2015 15
Graph 32 Chinese alumina output by year 16
Graph 33 Alumina output in Shandong in 2015 16
Graph 34 Shanxi’s alumina output statistics by year 17
Graph 35 Henan’s alumina output statistics by year 17
Graph 36 Guizhou’s alumina output statistics by year 18
Graph 37 Chinese primary aluminum output by year 21
Graph 38 Xinjiang primary aluminum output by month 21
Graph 39 Xinjiang primary aluminum output by month 22
Graph 40 Global primary aluminum output by year 22
Graph 41 Chinese secondary aluminum alloy ingot output by month 24
Graph 42 Chinese secondary aluminum alloy output by province in 2015 24
Graph 43 Chinese aluminum processing products output by year 26
Graph 44 China’s bauxite import volumes by month 26
Graph 45 Major Chinese bauxite importers in 2015 26
Graph 46 China’s bauxite import volumes by year 27
Graph 47 China’s bauxite import volumes by major origins by year 27
Graph 48 China’s bauxite import from Australia 2005-2015 27
Graph 49 Bauxite supply by major countries 27
Graph 50 Indian bauxite import by year 2005-2015 28
Graph 51 Malaysian bauxite import by year 2005-2015 28
Graph 52 Chinese aluminum fluoride export in 2015 by month 29
Graph 53 Chinese aluminum fluoride export by major destinations in 2015 29
Graph 54 Chinese aluminum fluoride exports from 2010 to 2015 30
Graph 55 Chinese aluminum fluoride exports by major destinations 2010-2015 30
Graph 56 Chinese prebaked anode export volumes by month 30
Graph 57 Chinese prebaked anode export by major destinations in 2015 30
Graph 58 Chinese prebaked anode export prices 31
Graph 59 Major Chinese prebaked anode exporters in 2015 31
Graph 60 Chinese alumina imports by year 31
Graph 61 Chinese imports of alumina by month during 2015 32
Graph 62 Chinese imports of alumina by country during 2015 32
Graph 63 Volumes of major alumina importers in China during 2015 32
Graph 64 Chinese aluminum semi-finished product output by month 33
Graph 65 Chinese aluminum scraps import volume by year 33
Graph 66 Chinese aluminum scrap import volume by major country by year 33
Graph 67 Chinese aluminum alloy export volume by year 34
Graph 68 Chinese aluminum alloy export volume by major country by year 34
Table 1 Chinese new capacity for alumina in 2015 18
Table 2 China’s new alumina capacity to launch in 2016 19
Table 3 China’s new alumina capacity launches in 2015 20
Table 4 Newly-launched primary aluminum capacity in 2015 20
Table 5 China’s primary aluminum output reduction in 2015 21
Table 6 Chinese primary aluminum output by province in 2015 21
Table 7 Global primary aluminum output by region 23
Table 8 Chinese newly-built primary aluminum capacity to release in 2016 23
Table 9 Chinese newly-launched secondary aluminum alloy projects in 2015 24
Table 10 Chinese new secondary aluminum alloy projects to launch in 2016 25
Table 11 Top ten bauxite owners in Malaysia in 2015 29
Table 12 China’s bauxite import in 2015 29
Table 13 Chinese prebaked anode export details in December 2015 31
Table 14 Chinese imports of alumina by country 32
Table 15 Chinese major aluminum scrap importers in 2015 34
Table 16 Chinese major secondary aluminum alloy exporters in 2015 35
