Monthly Aluminum Market Report Aug 2021

1 Market Highlights 5
1.1 Chinese origin bauxite 5
1.2 Imported bauxite 5
1.3 Alumina 5
1.4 Aluminum fluoride 5
1.5 Primary aluminum 5
1.6 Secondary aluminum alloy ingot 5
1.7 Alumina bar 5
2 Economy and Policy 5
2.1 China releases highest auction price of third batch of national aluminum reserves 5
2.2 China releases third batch of national aluminum reserves 5
2.3 Guangxi expands power rationing scope 5
2.4 Bauxite shipment slows down due to monsoon in Guinea 5
2.5 Henan issues power rationing measures 5
2.6 China's vehicle imports up by 48% YOY in H1 2021 5
3 Market Movements 5
3.1 Chinese Market 5
3.1.1 Chinese origin bauxite price moves up 5
3.1.2 Chinese alumina price increases sharply 6
3.1.3 Chinese aluminum fluoride price moves up rapidly 6
3.1.4 Aluminum hydroxide price moves up rapidly 6
3.1.5 Primary aluminum price keeps moving up 6
3.1.6 Chinese aluminum alloy ingot ADC12 price increases sharply 6
3.1.Asian Metal Copyright1.Asian Metal Copyright7 Chinese aluminum alloy ingot A356.2 market demand weak 7
3.1.8 Chinese cast aluminum scrap price moves up 7
3.1.9 Chinese aluminum bar 6063 market demand weak 8
3.2 International Market 8
3.2.1 Guinean bauxite price soars 8
3.2.2 Indonesian bauxite price rebounds 8
3.2.3 Australian bauxite price keeps stable 9
3.2.4 Australian alumina price increases rapidly 9
3.2.5 Chinese aluminum fluoride export price up sharply 9
3.2.6 LME aluminum price rises with fluctuations and inventory keeps dropping 9
3.2.7 Chinese aluminum alloy ingot ADC12 export prices go up 9
3.2.8 China's imported Zorba aluminum scrap price moves up 10
4 Company News 10
4.1 Chalco Zhongzhou resumes normal alumina operation 10
4.2 Xiangfu Chemical to resume aluminum fluoride production 10
4.3 Harshprit Impex to increase secondary aluminum alloy production 10
4.4 Senze Coal & Aluminum's imported bauxite consumption volume increases 10
4.5 Hongran Aluminum resumes aluminum fluoride production 10
4.6 Cita Mineral reduces bauxite export volume 10
4.7 Lizhong Chemical restarts aluminum fluoride production 10
4.8 Guangxi Xinfa to cut alumina production 10
4.9 Huayin Aluminum reduces alumina production 11
4.10 Efarmon to resume normal secondary aluminum alloy operation 11
4.11 QSS starts delivering bauxite by cape-size shipments 11
4.12 Indonesia PBK receives bauxite export quota 11
4.13 Kanghong Industry and Trade resumes secondary aluminum alloy ingot production 11
4.14 Xinhao Aluminum's aluminum bar output declines 11
4.15 Zhaofeng Aluminum & Electricity to complete restart of 114 electrolytic cells 11
4.16 Nuxi'ao Aluminum suspends aluminum bar production 11
4.17 Changchun Sigma resumes secondary aluminum alloy production 11
4.18 Judong upgrades secondary aluminum alloy production equipment 12
4.19 Laibin Yinhai Aluminum Alloy to see decline in primary aluminum production 12
4.20 Fengtong Aluminum Alloy to see lower secondary aluminum alloy ingot production 12
4.21 Lvxin Aluminum resumes aluminum bar production 12
4.22 Lianchuang Aluminum completes maintenance of secondary aluminum alloy ingot production equipment 12
4.23 Guoang Aluminum resumes secondary aluminum alloy ingot production 12
4.24 Shengda Metal suspends secondary aluminum alloy ingot production 12
4.25 Xinyongfa Aluminum maintains secondary aluminum alloy ingot production equipment 12
5 Producers' Statistics 12
5.1 Chinese alumina producers' operating rate up by 3.02% MOM in Aug 12
5.2 China's alumina output up by 3.02% MOM in Aug 13
5.3 Chinese aluminum fluoride producers' operating rate down by 13.58% YOY in Aug 13
5.4 China's aluminum fluoride output down by 48% YOY in Aug 14
5.5 China's aluminum fluoride inventory down by 50.68% YOY in late Aug 14
5.6 Chinese bauxite producers' operating rate up by 11.94% YOY in Aug 15
5.7 China's bauxite output up by 11.94% MOM in Aug 15
5.8 Chinese primary aluminum producers' operating rate down by 0.93% MOM in Aug 16
5.9 China's primary aluminum output down by 0.55% MOM in Aug 16
5.10 China's primary aluminum inventory down by 29.53% MOM in late Aug 17
5.11 Chinese secondary aluminum alloy producers' operating rate down by 2.49% YOY in Aug 17
5.12 China's secondary aluminum alloy output up by 3.53% MOM in Aug 17
5.13 China's secondary aluminum alloy inventory edges down by 7.37% MOM in late Aug 18
5.14 Chinese aluminum bar producers' operating rate down by 2.87% MOM in Aug 18
5.15 China's aluminum bar output down by 2.88% MOM in Aug 19
5.16 China's aluminum bar inventory up by 67.44% MOM in late Aug 19
6 Consumers' Statistics 20
6.1 China's consumption of imported bauxite down by 23.94% YOY in Aug 20
6.2 China's inventory of imported bauxite down by 2.68% MOM in late Aug 20
6.3 China's consumption of domestic bauxite up by 4.77% MOM in Aug 21
6.4 China's inventory of domestic bauxite down by 10.86% YOY in late Aug 21
6.5 Chinese primary aluminum producers' alumina consumption down by 1.94% MOM in Aug 22
6.6 Chinese primary aluminum producers' alumina inventory up by 5.38% MOM in late Aug 22
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption up by 1.07% MOM in Aug 23
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory up by 7.22% MOM in late Aug 23
7. Customs Statistics 24
7.1 China's bauxite import volume up by 11.27% MOM in Jul 24
7.2 China's alumina imports soar by 91.66% MOM in Jul 24
7.3 China's anhydrous aluminum fluoride export volume down by 59.91% MOM in Jul 25
7.4 China's unwrought aluminum(Al＜99.Asian Metal Copyright5 Hongran Aluminum resumes aluminum fluoride production 10 4.Asian Metal Copyright95%) import volume rose 13.73% MoM in Jul 2021 25
7.5 China's unwrought aluminum alloy import volume fell 48.54% YoY in Jul 2021 26
7.6 China's aluminum scrap import volume grew 44.77% MoM in Jul 2021 27
8 Relevant Industry News 28
8.1 Fluorspar price rebounds 28
8.2 Liquid caustic soda price moves up 28
9 Market Outlook for Next Month 28
9.1 Chinese market 28
9.1.1 Bauxite Al/Si 5.0 delivered China 28
9.1.Asian Metal Copyright4 Senze Coal Aluminum's imported bauxite consumption volume increases 10 4.Asian Metal Copyright2 Alumina 98.5%min EXW China 28
9.1.3 Aluminum fluoride 61%min EXW China 28
9.1.Asian Metal Copyright8 Chinese secondary aluminum alloy producers' aluminum scrap inventory up by 7.Asian Metal Copyright4 Aluminum hydroxide 64.5%min EXW China 28
9.1.5 Fluorspar dry powder 97%min delivered China 28
9.1.6 Liquid caustic soda 32%min delivered China 28
9.1.Asian Metal Copyright1.Asian Metal Copyright7 Aluminum ingot 99.7%min 28
9.1.8 Cast aluminum alloy ingot ADC12 EXW China 28
9.1.9 Aluminum bar 6063 120mm TC EXW warehouse 28
9.1.10 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 28
9.2 International Market 28
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 29
9.2.2 Indonesian bauxite Al2O3 46-47%min SiO2 8-10% CIF China 29
9.2.3 Australian bauxite Al2O3 52%min SiO2 10%max CIF China 29
9.2.Asian Metal Copyright14 Xinhao Aluminum's aluminum bar output declines 11 4.Asian Metal Copyright4 Alumina 98.5%min FOB Australia 29
9.2.5 Aluminum fluoride 61%min FOB China 29
9.2.6 Cast aluminum alloy ingot ADC12 FOB China 29
9.2.7 Zorba aluminum scrap 98-1 CIF China 29

Graph

Graph 1 Chinese origin bauxite Al/Si=5.0 Ex-VAT delivered price trend from 1/7/2021 to 31/8/2021 (RMB/t) 6
Graph 2 Chinese alumina 98.5% EXW price trend from 1/7/2021 to 31/8/2021 (RMB/t) 7
Graph 3 Chinese aluminum hydroxide 61%min EXW price trend from 1/7/2021 to 31/8/2021 (RMB/t) 7
Graph 4 Chinese aluminum hydroxide 64.5% EXW price trend from 1/7/2021 to 31/8/2021 (RMB/t) 7
Graph 5 Chinese aluminum ingot in warehouse Shanghai price trend from 1/7/2021 to 31/8/2021 (RMB/t) 7
Graph 6 Chinese aluminum ingot in warehouse Guangzhou price trend from 1/7/2021 to 31/8/2021 (RMB/t) 7
Graph 7 Chinese secondary aluminum alloy ingot price trend from 1/7/2021 to 31/8/2021 (RMB/t) 8
Graph 8 Chinese aluminum alloy ingot A356.2 price trend from 1/7/2021 to 31/8/2021 (RMB/t) 8
Graph 9 Aluminum foundry scrap Al 91%min Ex-VAT delivered to China price trend from 1/7/2021 to 31/8/2021 (RMB/t) 8
Graph 10 Aluminum foundry scrap Al 86%min Ex-VAT delivered to China price trend from 1/7/2021 to 31/8/2021 (RMB/t) 8
Graph 11 Aluminum profile scrap Al 88%min Ex-VAT delivered to China price trend from 1/7/2021 to 31/8/2021 (RMB/t) 8
Graph 12 Aluminum plate scrap Al 88%min Ex-VAT delivered to China price trend from 1/7/2021 to 31/8/2021 (RMB/t) 8
Graph 13 TC for Chinese aluminum bar 6063 in warehouse Wuxi from 1/7/2021 to 31/8/2021 (RMB/t) 9
Graph 14 TC trend for Chinese aluminum bar 6063 in warehouse Foshan from 1/7/2021 to 31/8/2021 (RMB/t) 9
Graph 15 Guinean bauxite Al2O3 45% CIF China price trend from 1/7/2021 to 31/8/2021 (USD/dry ton) 9
Graph 16 Indonesian bauxite Al2O3 47%min CIF China price trend from 1/7/2021 to 31/8/2021 (USD/dry ton) 9
Graph 17 Indonesian bauxite Al2O3 49%min CIF China price trend from 1/7/2021 to 31/8/2021 (USD/dry ton) 9
Graph 18 Australian bauxite Al2O3 52%min CIF China price trend from 1/7/2021 to 31/8/2021 (USD/dry ton) 9
Graph 19 Australian alumina price trend from 1/7/2021 to 31/8/2021 (USD/t) 9
Graph 20 Chinese aluminum fluoride 61%min FOB price trend from 1/7/2021 to 31/8/2021 (USD/t) 10
Graph 21 LME aluminum spot settlement price trend from 1/7/2021 to 31/8/2021 (USD/t) 10
Graph 22 LME aluminum stocks trend from 1/7/2021 to 31/8/2021 (ton) 10
Graph 23 Chinese secondary aluminum alloy ingot FOB price trend from 1/7/2021 to 31/8/2021 (USD/t) 10
Graph 24 Chinese imported Zorba aluminum scrap 98-1 price trend from 1/7/2021 to 31/8/2021 (USD/t) 10
Graph 25 Chinese alumina producers' operating rate by month from 8/2020 to 8/2021 (%) 13
Graph 26 Chinese alumina producers' operating rate by month and province from 8/2020 to 8/2021 (%) 13
Graph 27 China's alumina output by month from 8/2020 to 8/2021 (Tonne) 14
Graph 28 China's monthly alumina output by major province from 8/2020 to 8/2021 (Tonne) 14
Graph 29 Chinese aluminum fluoride producers' operating rate by month from 8/2020 to 8/2021 (%) 14
Graph 30 Chinese aluminum fluoride producers' operating rate by major province by month from 8/2020 to 8/2021 (%) 14
Graph 31 China's aluminum fluoride output by month from 8/2020 to 8/2021 (Tonne) 15
Graph 32 China's monthly aluminum fluoride output by major province from 8/2020 to 8/2021 (Tonne) 15
Graph 33 China's aluminum fluoride inventory by month from 8/2020 to 8/2021 (Tonne) 15
Graph 34 China's monthly aluminum fluoride inventory by province from 8/2020 to 8/2021 (Tonne) 15
Graph 35 Chinese bauxite producers' operating rate by month from 8/2020 to 8/2021 (%) 16
Graph 36 Chinese bauxite producers' operating rate by province by month from 8/2020 to 8/2021 (%) 16
Graph 37 China's bauxite output by month from 8/2020 to 8/2021 (kt) 16
Graph 38 China's monthly bauxite output by province from 8/2020 to 8/2021 (kt) 16
Graph 39 Chinese primary aluminum producers' operating rate by month from 7/2020 to 8/2021 (%) 17
Graph 40 Chinese primary aluminum producers' operating rate by region by month from 7/2020 to 8/2021 (%) 17
Graph 41 China's primary aluminum output by month from 7/2020 to 8/2021 (Tonne) 17
Graph 42 China's monthly primary aluminum output by major province by month from 7/2020 to 8/2021 (Tonne) 17
Graph 43 China's primary aluminum inventory by month from 7/2020 to 8/2021 (Tonne) 18
Graph 44 China's monthly primary aluminum inventory by major province from 7/2020 to 8/2021 (Tonne) 18
Graph 45 Chinese secondary aluminum alloy producers' operating rate by month from 7/2020 to 8/2021 (%) 18
Graph 46 Chinese secondary aluminum alloy producers' operating rate by month and province from 7/2020 to 8/2021 (%) 18
Graph 47 China's secondary aluminum alloy output by month from 7/2020 to 8/2021 (Tonne) 18
Graph 48 China's secondary aluminum alloy output by month and major province from 7/2020 to 8/2021 (Tonne) 19
Graph 49 Chinese secondary aluminum alloy producers' inventory by month from 7/2020 to 8/2021 (Tonne) 19
Graph 50 Chinese secondary aluminum alloy producers' inventory by province from 7/2020 to 8/2021 (Tonne) 19
Graph 51 Chinese aluminum bar producers' operating rate by month from 7/2020 to 8/2021 (%) 19
Graph 52 Chinese aluminum bar producers' operating rate by month and province from 7/2020 to 8/2021 (%) 20
Graph 53 China's aluminum bar output by month from 7/2020 to 8/2021 (Tonne) 20
Graph 54 China's monthly aluminum bar output by major province by month from 7/2020 to 8/2021 (Tonne) 20
Graph 55 China's aluminum bar inventory by month from 7/2020 to 8/2021 (Tonne) 20
Graph 56 China's monthly aluminum bar inventory by province from 7/2020 to 8/2021 (Tonne) 21
Graph 57 China's consumption of imported bauxite by month from 8/2020 to 8/2021 (kt) 21
Graph 58 China's consumption of imported bauxite by major province by month from 8/2020 to 8/2021 (kt) 21
Graph 59 China's inventory of imported bauxite by month from 8/2020 to 8/2021 (kt) 21
Graph 60 China's inventory of imported bauxite by month and region from 8/2020 to 8/2021 (kt) 22
Graph 61 China's consumption of domestic bauxite by month from 8/2020 to 8/2021 (kt) 22
Graph 62 China's consumption of domestic bauxite by major province by month from 8/2020 to 82021 (kt) 22
Graph 63 China's inventory of domestic bauxite by month from 8/2020 to 8/2021 (kt) 22
Graph 64 China's inventory of domestic bauxite by month and major province from 8/2020 to 8/2021 (kt) 23
Graph 65 Chinese primary aluminum producers' alumina consumption by month from 8/2020 to 8/2021 (Tonne) 23
Graph 66 Chinese primary aluminum producers' monthly alumina consumption by region from 8/2020 to 8/2021 (Tonne) 23
Graph 67 Chinese primary aluminum producers' alumina inventory by month from 8/2020 to 8/2021 (Tonne) 23
Graph 68 Chinese primary aluminum producers' monthly alumina inventory by region from 8/2020 to 8/2021 (Tonne) 24
Graph 69 Chinese secondary aluminum alloy producers' aluminum scrap consumption by month from 7/2020 to 8/2021 (Tonne) 24
Graph 70 Chinese secondary aluminum alloy producers' monthly aluminum scrap consumption by region by month from 7/2020 to 8/2021 (Tonne) 24
Graph 71 Chinese secondary aluminum alloy producers' aluminum scrap inventory by month from 7/2020 to 8/2021 (Tonne) 24
Graph 72 Chinese secondary aluminum alloy producers' aluminum scrap inventory by region by month from 7/2020 to 8/2021 (Tonne) 25
Graph 73 China's imports of bauxite by month from 8/2020 to 8/2021 (Tonne) 25
Graph 74 China's imports of bauxite by major source country by month from 7/2020 to 7/2021 (Tonne) 25
Graph 75 China's alumina imports by month from 7/2020 to 7/2021 (Tonne) 25
Graph 76 China's alumina imports by major source country by month from 7/2020 to 7/2021 (Tonne) 26
Graph 77 China's exports of aluminum fluoride by month from 7/2020 to 7/2021 (Tonne) 26
Graph 78 China's exports of aluminum fluoride by major destination by month from 7/2020 to 7/2021 (Tonne) 26
Graph 79 China's import volume of unwrought aluminum(Al＜99.95%) in previous 13 months 26
Graph 80 China's import price of unwrought aluminum(Al＜99.95%) in previous 13 months 26
Graph 81 China's import volume of unwrought aluminum(Al＜99.95%) from top three countries in previous 13 months 27
Graph 82 China's import price of unwrought aluminum(Al＜99.95%) from top three countries in previous 13 months 27
Graph 83 China's import volume of unwrought aluminum alloy in previous 13 months 27
Graph 84 China's import price of unwrought aluminum alloy in previous 13 months 27
Graph 85 China's import volume of unwrought aluminum alloy from top three countries in previous 13 months 28
Graph 86 China's import price of unwrought aluminum alloy from top three countries in previous 13 months 28
Graph 87 China's import volume of aluminum scrap in previous 13 months 28
Graph 88 China's import price of aluminum scrap in previous 13 months 28
Graph 89 China's import volume of aluminum scrap from top three countries in previous 13 months 28
Graph 90 China's import price of aluminum scrap from top three countries in previous 13 months 28
Graph 91 Chinese fluorspar 97%min dry powder delivered price trend from 1/7/2021-31/8/2021 (RMB/t) 29
Graph 92 Chinese liquid caustic soda 32% delivered price trend from 1/7/2021-31/8/2021 (RMB/t) 29

Table 1 Chinese alumina producers' operating rate by major province by month from 7/2021 to 8/2021 (%) 13
Table 2 China's alumina output by major province by month from 7/2021 to 8/2021 (Tonne) 13
Table 3 Chinese aluminum fluoride producers' operating rate by major province by month from 7/2021 to 8/2021 (%) 14
Table 4 China's aluminum fluoride output by major province by month from 7/2021 to 8/2021 (Tonne) 14
Table 5 China's aluminum fluoride inventory by major province by month from 7/2021 to 8/2021 (Tonne) 15
Table 6 Chinese bauxite producers' operating rate by province by month from 7/2021 to 8/2021 (%) 15
Table 7 China's bauxite output by major province by month from 7/2021 to 8/2021 (10kt) 16
Table 8 Chinese primary aluminum producers' operating rate by major province by month from 7/2021 to 8/2021 (%) 16
Table 9 Chinese primary aluminum producers' output by major province by month from 7/2021 to 8/2021 (Tonne) 17
Table 10 Chinese primary aluminum producers' inventory by province by month from 7/2021 to 8/2021 (Tonne) 17
Table 11 Chinese secondary aluminum alloy producers' operating rate by major province by month from 7/2021 to 8/2021 (%) 18
Table 12 Chinese secondary aluminum alloy producers' output by major province by month from 7/2021 to 8/2021 (Tonne) 18
Table 13 Chinese secondary aluminum alloy producers' inventory by province by month from 7/2021 to 8/2021 (Tonne) 19
Table 14 Chinese aluminum bar producers' operating rate by major province by month from 7/2021 to 8/2021 (%) 19
Table 15 Chinese secondary aluminum alloy producers' output by major province by month from 7/2021 to 8/2021 (Tonne) 20
Table 16 Chinese secondary aluminum alloy producers' inventory by province by month from 7/2021 to 8/2021 (Tonne) 20
Table 17 China's consumption of imported bauxite by major province by month from 7/2021 to 8/2021 (10kt) 21
Table 18 China's inventory of imported bauxite by major province by month from 7/2021 to 8/2021 (10kt) 21
Table 19 China's consumption of domestic bauxite by major province by month from 7/2021 to 8/2021 (10kt) 22
Table 20 China's inventory of domestic bauxite by major province by month from 7/2021 to 8/2021 (10kt) 22
Table 21 Chinese primary aluminum producers' alumina consumption by major region by month from 7/2021 to 8/2021 (Tonne) 23
Table 22 Chinese primary aluminum producers' alumina inventory by major region by month from 7/2021 to 8/2021 (Tonne) 23
Table 23 Chinese secondary aluminum alloy producers' aluminum scrap consumption by major region by month from 7/2021 to 8/2021 (Tonne) 24
Table 24 Chinese secondary aluminum alloy producers' aluminum scrap inventory by region by month from 7/2020 to 8/2021 (Tonne) 24
Table 25 China's imports of bauxite by major source country from 6/2021 to 7/2021 (Tonne) 24
Table 26 China's imports of alumina by major source country from 6/2021 to 7/2021 (Tonne) 25
Table 27 China's exports of aluminum fluoride by major destination from 6/2021 to 7/2021 (Tonne) 25


.Asian Metal Copyright5 Hongran Aluminum resumes aluminum fluoride production 10 4Asian Metal Copyright