Aluminum Market Report May 2016

Content

1 Abstract 4
2 Company News 4
3 Chinese domestic market review 4
3.1 Aluminum fluoride prices stay at low levels 4
3.2 Domestic alumina prices see a downward trend 5
3.3 Alumina prices under pressure in late May in Shanxi 5
3.4 Alumina prices edge up in Shandong 6
3.5 Alumina prices pick up in Henan 6
3.6 Alumina prices firm in Southwest China 6
3.7 Aluminum hydroxide prices fail to increase 6
3.8 Primary aluminum prices fluctuate widely 7
3.9 Chinese secondary aluminum alloy demand dim 7
4 International market review 8
4.1 Chinese aluminum fluoride export price continues to go down 8
4.2 Most Malaysian bauxite suppliers watch market 8
4.3 Indian bauxite import market sees no deal 8
4.4 Demand for Australian, Guinean and Brazilian bauxite strong 8
4.5 Imported alumina prices fluctuate significantly 9
4.6 Spot prices for imported alumina lack upward momentum 9
4.7 LME aluminum prices down 9
4.8 Chinese secondary aluminum alloy ingot export prices peak 10
4.9 Import Zorba aluminum scrap prices edge up further 10
5 Output & Inventory Analysis 10
5.1 Chinese consumption volume for imported bauxite up by 6% MOM in May 10
5.2 China’s imported bauxite stocks dip by 0.4% MOM in late May 11
5.3 Chinese aluminum fluoride output up by 3.21% MOM in May 11
5.4 Chinese aluminum fluoride producers’ stocks up by 37.2% MOM in late May 12
5.5 Chinese consumption for aluminum fluoride up by 1.13% MOM in May 13
5.6 Chinese alumina output up by 5.1% MOM in May 14
5.7 China’s domestic alumina stocks up by 16.5% MOM in May 14
5.8 China’s imported alumina stocks down by 13% MOM in late May 15
5.9 China’s imported alumina consumption down by 28% MOM in May 15
5.10 Chinese primary aluminum output up by 30,000t in May 16
5.11 Chinese secondary aluminum alloy plants’ operating rate declines to 63.6% in May 16
6 Imp & Exp Analysis 17
6.1 Chinese aluminum fluoride exports up by 11.58% MOM in April 17
6.2 Chinese bauxite imports down by 13.8% MOM in April 18
6.3 China's alumina imports down by 72% MOM in April 19
6.4 Chinese aluminum alloy export volume down by 12% MOM in April 20
6.5 Chinese aluminum scrap import volume down by 9.4% MOM in April 21
7 Market outlook for June 22
7.1 Alumina prices decline 22
7.2 Primary aluminum prices move down 22
7.3 Chinese secondary aluminum alloy ingot prices go down 22

Graph 1 Chinese aluminum fluoride price movement 4
Graph 2 Chinese fluorspar prices movement 4
Graph 3 Alumina price trend in China 4
Graph 4 Alumina price trend in Shanxi 5
Graph 5 Average monthly price for alumina in Shandong 5
Graph 6 Alumina price trend in Henan 5
Graph 7 Alumina price trend in Guangxi 6
Graph 8 Price trend of 80-100 mesh aluminum hydroxide 6
Graph 9 Aluminum ingot price on Chinese market 6
Graph 10 Chinese secondary aluminum alloy ingot prices movement 7
Graph 11 Chinese aluminum fluoride export prices 7
Graph 12 45% bauxite prices FOB Malaysia 7
Graph 13 43% Indian bauxite price movement CIF China 7
Graph 14 50% Australian bauxite prices CIF China 8
Graph 15 Price trend of imported alumina 8
Graph 16 Spot price trend of imported alumina at ports 8
Graph 17 Aluminum settlement on LME 8
Graph 18 Aluminum warehouse on LME 9
Graph 19 Chinese secondary aluminum alloy ingot export price movement 9
Graph 20 Chinese Zorba aluminum scrap import price movement 9
Graph 21 Chinese consumption volume for imported bauxite by month 9
Graph 22 Al 40% bauxite prices FOB Malaysia 10
Graph 23 China’s imported bauxite stocks by month 10
Graph 24 China's alumina producers' days consumption of inventory for imported bauxite by month 10
Graph 25 Chinese aluminum fluoride output by month 11
Graph 26 Chinese aluminum fluoride prices 11
Graph 27 Chinese aluminum fluoride producers’ stocks by month 11
Graph 28 Chinese running aluminum fluoride plants’ operating rate by month 11
Graph 29 China's aluminum fluoride producers' days sales of inventory by province by month 12
Graph 30 China’s monthly consumption for aluminum fuoride by month 12
Graph 31 China’s monthly consumption for aluminum fluoride by major regions by month 12
Graph 32 China's primary aluminum producers' number MoM output increase statistics by by month 12
Graph 33 China's active aluminum fluoride producers' sales volume statistics by month 13
Graph 34 Chinese alumina output by month 13
Graph 35 Chinese alumina monthly output by region 13
Graph 36 Chinese aluminum smelters’ stocks by month 14
Graph 37 Chinese imported alumina stocks by month 14
Graph 38 Stocks for imported alumina in China 15
Graph 39 Chinese primary aluminum output by month 15
Graph 40 Chinese primary aluminum output by province by month 15
Graph 41 Chinese secondary aluminum alloy ingot output by month 16
Graph 42 Chinese secondary aluminum alloy ingot plants’ operating rate by major province by month 16
Graph 43 Chinese aluminum fluoride exports by month 16
Graph 44 Chinese aluminum fluoride exports by major countries by month 16
Graph 45 Chinese bauxite imports by month 17
Graph 46 Chinese bauxite imports by major countries by month 17
Graph 47 China's monthly imports for alumina 18
Graph 48 China's alumina imports from major countries by month 19
Graph 49 Chinese aluminum alloy export volume by month 19
Graph 50 Chinese aluminum alloy export volume by major country by month 19
Graph 51 Chinese aluminum scraps import volume by month 20
Graph 52 Chinese aluminum scrap import volume by major country by month 20

Table 1 Chinese aluminum fluoride exporters in April 18
Table 2 Chinese bauxite imports in April 18
Table 3 Chinese bauxite importers in April 19
Table 4 Detailed information for China's alumina imports in April 19
Table 5 Chinese major alumina importers in April 2016 20
Table 6 Chinese top ten secondary aluminum alloy exporters in April 2016 20
Table 7 Major Chinese aluminum alloy export companies in April 20
Table 8 Chinese top ten aluminum scrap importers in April 2016 22
Table 9 Chinese major aluminum scrap importers in April 22

.Asian Metal Copyright5 Alumina prices pick up in Henan 6 3Asian Metal Copyright