Monthly Aluminum Market Report Jul 2021
2021-08-16 18:24:10 【Print】
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1 Market Highlights 6
1.1 Chinese origin bauxite 6
1.2 Imported bauxite 6
1.3 Alumina 6
1.4 Aluminum fluoride 6
1.5 Primary aluminum 6
1.6 Secondary aluminum alloy ingot 6
1.7 Alumina bar 6
2 Economy and Policy 6
2.1 NDRC: China's secondary aluminum output to reach 11.5 million tons by 2025 6
2.2 China Carbon Emission Trade Exchange starts trading on Jul 16 6
2.3 China to release second batch of copper, zinc and aluminum national reserves 6
2.4 Rainstorm in Henan leads to production suspension of alumina plants 6
2.5 Guangxi power restriction may led to reduction of over 100,000t primary aluminum production capacity 6
3 Market Movements 6
3.1 Chinese Market 6
3.1.1 Chinese origin bauxite supply tight 6
3.1.2 Chinese alumina price rises sharply 7
3.1.3 Chinese aluminum fluoride price rebounds 7
3.1.4 Aluminum hydroxide price moves up 7
3.1.5 Primary aluminum price keeps rising 7
3.1.6 Chinese aluminum alloy ingot ADC12 price increases sharply 7
3.1.7 Chinese aluminum alloy ingot A356.2 market demand weak 8
3.1.8 Chinese cast aluminum scrap price moves up 8
3.1.9 Chinese aluminum bar 6063 market demand weak 9
3.2 International Market 9
3.2.1 Guinean bauxite price moves up 9
3.2.2 Indonesian bauxite price falls 9
3.2.3 Australian bauxite price moves up 9
3.2.4 Australian alumina price increases further 10
3.2.5 Chinese aluminum fluoride export price up 10
3.2.6 LME aluminum price rises with fluctuations and inventory decreases further 10
3.2.7 Chinese aluminum alloy ingot ADC12 export prices up 10
3.2.8 China's imported Zorba aluminum scrap price moves down with fluctuations 10
4 Company News 11
4.1 India Teneron increases secondary aluminum alloy production 11
4.2 Bintan Alumina Indonesia starts commercial alumina operation 11
4.3 Indonesia TBJ increases bauxite production 11
4.4 Chalco Shanxi cuts alumina production 11
4.5 Lakshmi Metals' secondary aluminum alloy production volume slips 11
4.6 Xinghua Technology focuses on consumption of imported bauxite 11
4.7 DSM increases bauxite loading capacity by cape-size shipments 11
4.8 Grafit Mining restarts bauxite production 11
4.9 Xinxiang Ecology Aluminum releases commercial alumina 11
4.10 Meiyu Aluminum to see decline in aluminum bar production 12
4.11 Xinyongfa Aluminum maintains secondary aluminum alloy production equipment 12
4.12 Dingxin Aluminum Alloy suspends secondary aluminum alloy ingot production 12
4.13 Huayongxing Renewable Resources maintains secondary aluminum alloy ingot production equipment 12
4.14 Zhongwang Aluminum to resume primary aluminum production 12
4.15 Kanghong Industry and Trade maintains secondary aluminum alloy ingot production line 12
4.16 Dezheng Metal Material to see increase in secondary aluminum alloy ingot production 12
4.17 Chengchao Aluminum to cut secondary aluminum alloy production 12
4.18 Xingda Nonferrous suspends secondary aluminum alloy ingot production 12
4.19 Wantaihe Automotive Materials to see decline in secondary aluminum alloy ingot production 12
4.20 Changchun Sigma to see decline in secondary aluminum alloy production 13
5 Producers' Statistics 13
5.1 Chinese alumina producers' operating rate down by 5.13% MOM in Jul 13
5.2 China's alumina output down by 5.12% YOY in Jul 13
5.3 Chinese aluminum fluoride producers' operating rate down by 20.45% YOY in Jul 14
5.4 China's aluminum fluoride output down by 13.14% YOY in Jul 14
5.5 China's aluminum fluoride inventory down by 47.42% YOY in late Jul 15
5.6 Chinese bauxite producers' operating rate down by 17.77% YOY in Jul 15
5.7 China's bauxite output down by 5.04% MOM in Jul 16
5.8 Chinese primary aluminum producers' operating rate down by 0.52% MOM in Jul 16
5.9 China's primary aluminum output down by 0.55% MOM in Jul 16
5.10 China's primary aluminum inventory up by 10.29% MOM in late Jul 17
5.11 Chinese secondary aluminum alloy producers' operating rate up by 1.2% YOY in Jul 17
5.12 China's secondary aluminum alloy output down by 2.76% MOM in Jul 18
5.13 China's secondary aluminum alloy inventory edges down by 24.2% MOM in late Jul 18
5.14 Chinese aluminum bar producers' operating rate down by 3.39% MOM in Jul 19
5.15 China's aluminum bar output down by 3.39% MOM in Jul 19
5.16 China's aluminum bar inventory up by 29.81% MOM in late Jul 20
6 Consumers' Statistics 20
6.1 China's consumption of imported bauxite down by 12.73% YOY in Jul 20
6.2 China's inventory of imported bauxite up by 6.9%YOY in late Jul 21
6.3 China's consumption of domestic bauxite down by 4.14% MOM in Jul 21
6.4 China's inventory of domestic bauxite down by 11.69% YOY in late Jul 21
6.5 Chinese primary aluminum producers' alumina consumption up by 4.9% YOY in Jul 22
6.6 Chinese primary aluminum producers' alumina inventory down by 9.53% MOM in late Jul 22
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption down by 2.69% MOM in Jul 23
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 11.61% MOM in late Jul 23
7. Customs Statistics 24
7.1 China's bauxite import volume up by 11.27% MOM in Jun 24
7.2 China's alumina imports soar by 89.32% MOM in Jun 24
7.3 China's anhydrous aluminum fluoride export volume surges by 1,251.30% MOM in Jun 25
7.4 China's unwrought aluminum(Al＜99.95%) import volume grew 65.08% MoM in Jun 2021 25
7.5 China's unwrought aluminum alloy import volume fell 31.29% YoY in Jun 2021 26
7.6 China's unwrought aluminum alloy export volume decreased 12.37% MoM in Jun 2021 27
7.7 China's aluminum scrap import volume decreased 36.32% YoY in Jun 2021 28
8 Relevant Industry News 29
8.1 Fluorspar price moves down 29
8.2 Liquid caustic soda price soars 29
9 Market Outlook for Next Month 29
9.1 Chinese market 29
9.1.1 Bauxite Al/Si 5.0 delivered China 29
9.1.2 Alumina 98.5%min EXW China 29
9.1.3 Aluminum fluoride 61%min EXW China 29
9.1.4 Aluminum hydroxide 64.5%min EXW China 29
9.1.5 Fluorspar dry powder 97%min delivered China 29
9.1.6 Liquid caustic soda 32%min delivered China 29
9.1.7 Aluminum ingot 99.7%min 29
9.1.8 Cast aluminum alloy ingot ADC12 EXW China 29
9.1.9 Aluminum bar 6063 120mm TC EXW warehouse 29
9.1.10 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 30
9.2 International Market 30
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 30
9.2.2 Indonesian bauxite Al2O3 46-47%min SiO2 8-10% CIF China 30
9.2.3 Australian bauxite Al2O3 52%min SiO2 10%max CIF China 30
9.2.4 Alumina 98.5%min FOB Australia 30
9.2.5 Aluminum fluoride 61%min FOB China 30
9.2.6 Cast aluminum alloy ingot ADC12 FOB China 30
9.2.7 Zorba aluminum scrap 98-1 CIF China 30
1.1 Chinese origin bauxite 6
1.2 Imported bauxite 6
1.3 Alumina 6
1.4 Aluminum fluoride 6
1.5 Primary aluminum 6
1.6 Secondary aluminum alloy ingot 6
1.7 Alumina bar 6
2 Economy and Policy 6
2.1 NDRC: China's secondary aluminum output to reach 11.5 million tons by 2025 6
2.2 China Carbon Emission Trade Exchange starts trading on Jul 16 6
2.3 China to release second batch of copper, zinc and aluminum national reserves 6
2.4 Rainstorm in Henan leads to production suspension of alumina plants 6
2.5 Guangxi power restriction may led to reduction of over 100,000t primary aluminum production capacity 6
3 Market Movements 6
3.1 Chinese Market 6
3.1.1 Chinese origin bauxite supply tight 6
3.1.2 Chinese alumina price rises sharply 7
3.1.3 Chinese aluminum fluoride price rebounds 7
3.1.4 Aluminum hydroxide price moves up 7
3.1.5 Primary aluminum price keeps rising 7
3.1.6 Chinese aluminum alloy ingot ADC12 price increases sharply 7
3.1.7 Chinese aluminum alloy ingot A356.2 market demand weak 8
3.1.8 Chinese cast aluminum scrap price moves up 8
3.1.9 Chinese aluminum bar 6063 market demand weak 9
3.2 International Market 9
3.2.1 Guinean bauxite price moves up 9
3.2.2 Indonesian bauxite price falls 9
3.2.3 Australian bauxite price moves up 9
3.2.4 Australian alumina price increases further 10
3.2.5 Chinese aluminum fluoride export price up 10
3.2.6 LME aluminum price rises with fluctuations and inventory decreases further 10
3.2.7 Chinese aluminum alloy ingot ADC12 export prices up 10
3.2.8 China's imported Zorba aluminum scrap price moves down with fluctuations 10
4 Company News 11
4.1 India Teneron increases secondary aluminum alloy production 11
4.2 Bintan Alumina Indonesia starts commercial alumina operation 11
4.3 Indonesia TBJ increases bauxite production 11
4.4 Chalco Shanxi cuts alumina production 11
4.5 Lakshmi Metals' secondary aluminum alloy production volume slips 11
4.6 Xinghua Technology focuses on consumption of imported bauxite 11
4.7 DSM increases bauxite loading capacity by cape-size shipments 11
4.8 Grafit Mining restarts bauxite production 11
4.9 Xinxiang Ecology Aluminum releases commercial alumina 11
4.10 Meiyu Aluminum to see decline in aluminum bar production 12
4.11 Xinyongfa Aluminum maintains secondary aluminum alloy production equipment 12
4.12 Dingxin Aluminum Alloy suspends secondary aluminum alloy ingot production 12
4.13 Huayongxing Renewable Resources maintains secondary aluminum alloy ingot production equipment 12
4.14 Zhongwang Aluminum to resume primary aluminum production 12
4.15 Kanghong Industry and Trade maintains secondary aluminum alloy ingot production line 12
4.16 Dezheng Metal Material to see increase in secondary aluminum alloy ingot production 12
4.17 Chengchao Aluminum to cut secondary aluminum alloy production 12
4.18 Xingda Nonferrous suspends secondary aluminum alloy ingot production 12
4.19 Wantaihe Automotive Materials to see decline in secondary aluminum alloy ingot production 12
4.20 Changchun Sigma to see decline in secondary aluminum alloy production 13
5 Producers' Statistics 13
5.1 Chinese alumina producers' operating rate down by 5.13% MOM in Jul 13
5.2 China's alumina output down by 5.12% YOY in Jul 13
5.3 Chinese aluminum fluoride producers' operating rate down by 20.45% YOY in Jul 14
5.4 China's aluminum fluoride output down by 13.14% YOY in Jul 14
5.5 China's aluminum fluoride inventory down by 47.42% YOY in late Jul 15
5.6 Chinese bauxite producers' operating rate down by 17.77% YOY in Jul 15
5.7 China's bauxite output down by 5.04% MOM in Jul 16
5.8 Chinese primary aluminum producers' operating rate down by 0.52% MOM in Jul 16
5.9 China's primary aluminum output down by 0.55% MOM in Jul 16
5.10 China's primary aluminum inventory up by 10.29% MOM in late Jul 17
5.11 Chinese secondary aluminum alloy producers' operating rate up by 1.2% YOY in Jul 17
5.12 China's secondary aluminum alloy output down by 2.76% MOM in Jul 18
5.13 China's secondary aluminum alloy inventory edges down by 24.2% MOM in late Jul 18
5.14 Chinese aluminum bar producers' operating rate down by 3.39% MOM in Jul 19
5.15 China's aluminum bar output down by 3.39% MOM in Jul 19
5.16 China's aluminum bar inventory up by 29.81% MOM in late Jul 20
6 Consumers' Statistics 20
6.1 China's consumption of imported bauxite down by 12.73% YOY in Jul 20
6.2 China's inventory of imported bauxite up by 6.9%YOY in late Jul 21
6.3 China's consumption of domestic bauxite down by 4.14% MOM in Jul 21
6.4 China's inventory of domestic bauxite down by 11.69% YOY in late Jul 21
6.5 Chinese primary aluminum producers' alumina consumption up by 4.9% YOY in Jul 22
6.6 Chinese primary aluminum producers' alumina inventory down by 9.53% MOM in late Jul 22
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption down by 2.69% MOM in Jul 23
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 11.61% MOM in late Jul 23
7. Customs Statistics 24
7.1 China's bauxite import volume up by 11.27% MOM in Jun 24
7.2 China's alumina imports soar by 89.32% MOM in Jun 24
7.3 China's anhydrous aluminum fluoride export volume surges by 1,251.30% MOM in Jun 25
7.4 China's unwrought aluminum(Al＜99.95%) import volume grew 65.08% MoM in Jun 2021 25
7.5 China's unwrought aluminum alloy import volume fell 31.29% YoY in Jun 2021 26
7.6 China's unwrought aluminum alloy export volume decreased 12.37% MoM in Jun 2021 27
7.7 China's aluminum scrap import volume decreased 36.32% YoY in Jun 2021 28
8 Relevant Industry News 29
8.1 Fluorspar price moves down 29
8.2 Liquid caustic soda price soars 29
9 Market Outlook for Next Month 29
9.1 Chinese market 29
9.1.1 Bauxite Al/Si 5.0 delivered China 29
9.1.2 Alumina 98.5%min EXW China 29
9.1.3 Aluminum fluoride 61%min EXW China 29
9.1.4 Aluminum hydroxide 64.5%min EXW China 29
9.1.5 Fluorspar dry powder 97%min delivered China 29
9.1.6 Liquid caustic soda 32%min delivered China 29
9.1.7 Aluminum ingot 99.7%min 29
9.1.8 Cast aluminum alloy ingot ADC12 EXW China 29
9.1.9 Aluminum bar 6063 120mm TC EXW warehouse 29
9.1.10 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 30
9.2 International Market 30
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 30
9.2.2 Indonesian bauxite Al2O3 46-47%min SiO2 8-10% CIF China 30
9.2.3 Australian bauxite Al2O3 52%min SiO2 10%max CIF China 30
9.2.4 Alumina 98.5%min FOB Australia 30
9.2.5 Aluminum fluoride 61%min FOB China 30
9.2.6 Cast aluminum alloy ingot ADC12 FOB China 30
9.2.7 Zorba aluminum scrap 98-1 CIF China 30
