Monthly Aluminum Market Report Sep 2021
2021-10-29 16:26:23 【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 A military coup occurs in Guinea 6
2.2 Yulin limits primary aluminum production by 50% from Sep to Dec 6
2.3 Power rationing expands in China 6
3 Market Movements 6
3.1 Chinese Market 6
3.1.1 Chinese origin bauxite price soars 6
3.1.2 Chinese origin alumina price increases sharply 6
3.1.3 Chinese aluminum fluoride price increases sharply 7
3.1.4 Aluminum hydroxide price surges 7
3.1.5 Primary aluminum price keeps rising 7
3.1.6 Chinese aluminum alloy ingot ADC12 price moves up 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 sees weak demand 8
3.2 International Market 9
3.2.1 Guinean bauxite price increases rapidly 9
3.2.2 Indonesian bauxite price increases 9
3.2.3 Australian alumina price rises sharply further 9
3.2.5 Chinese aluminum fluoride export price up sharply 9
3.2.6 Chinese aluminum alloy ingot ADC12 export prices go up 10
3.2.7 China's imported Zorba aluminum scrap price moves up 10
4 Company News 10
4.1 Tiangui Aluminum to start equipment debugging on two new alumina production lines 10
4.2 Huaxing Aluminum resumes one alumina production line 10
4.3 MD Metal reduces secondary aluminum alloy production 10
4.4 Indonesia LPT receives bauxite export quota 10
4.5 AGB2A to increase bauxite production 10
4.6 SPIC Shanxi Aluminum to reduce alumina production 11
4.7 AK Malaysia starts bauxite production 11
4.8 TBJ suspends bauxite production in Indonesia 11
4.9 Nanhan Chemical resumes normal aluminum fluoride production 11
4.10 Indonesia BAI reaches full alumina operation 11
4.11 Australian Bauxite to start building bauxite project 11
4.12 India Lakshmi Metals to increase secondary aluminum alloy production 11
4.13 Guoang Aluminum halts secondary aluminum alloy ingot production 11
4.14 Jiangxi Wantai completes maintenance of secondary aluminum alloy ingot production equipment 11
4.15 Suxi Aluminum maintains aluminum bar production lines 11
4.16 Gezhouba Zhanci (Ningbo) Metal suspends secondary aluminum alloy ingot production 12
4.17 Xinyongfa Aluminum completes maintenance of secondary aluminum alloy ingot production lines 12
4.18 Fengtong Aluminum Alloy to see decline in secondary aluminum alloy ingot production 12
4.19 Changchun Sigma to see increase in secondary aluminum alloy ingot production 12
4.20 SPIC Baiyinhua primary aluminum project to be completed 12
4.25 Haiguang Metal halts secondary aluminum alloy ingot production 13
5 Producers' Statistics 13
5.1 Chinese alumina producers' operating rate down by 2% YOY in Sep 13
5.2 China's alumina output down by 0.22% YOY in Sep 13
5.3 Chinese aluminum fluoride producers' operating rate up by 27.62% MOM in Sep 14
5.4 China's aluminum fluoride output down by 36.42% YOY in Sep 14
5.5 China's aluminum fluoride inventory up by 42.47% MOM in late Sep 14
5.6 Chinese bauxite producers' operating rate down by 14.96% YOY in Sep 15
5.7 China's bauxite output down by 10.22% MOM in Sep 15
5.8 Chinese primary aluminum producers' operating rate down by 0.33% MOM in Sep 16
5.9 China's primary aluminum output down by 0.33% MOM in Sep 16
5.10 China's primary aluminum inventory up by 10.29% MOM in late Sep 16
5.11 Chinese secondary aluminum alloy producers' operating rate up by 0.53% MOM in Sep 17
5.12 China's secondary aluminum alloy output down by 6.36% YOY in Sep 17
5.13 China's secondary aluminum alloy inventory up by 8.81% MOM in late Sep 18
5.14 Chinese aluminum bar producers' operating rate down by 9.83% YOY in Sep 18
5.15 China's aluminum bar output down by 4.91% MOM in Sep 19
5.16 China's aluminum bar inventory up by 1.56% MOM in late Sep 19
6 Consumers' Statistics 20
6.1 China's consumption of imported bauxite down by 4.65% YOY in Sep 20
6.2 China's inventory of imported bauxite up by 5.62% YOY in late Sep 20
6.3 China's consumption of domestic bauxite up by 3.1% YOY in Sep 21
6.4 China's inventory of domestic bauxite down by 6.53% MOM in late Sep 21
6.5 Chinese primary aluminum producers' alumina consumption down by 3.10% MOM in Sep 22
6.6 Chinese primary aluminum producers' alumina inventory up by 4.50% YOY in late Sep 22
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption up by 0.55% MOM in Sep 23
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory up by 14.45% MOM in late Sep 23
7. Customs Statistics 23
7.1 China's bauxite import volume down by 15.75% YOY in Aug 23
7.2 China's alumina imports up by 49.85% YOY in Aug 24
7.3 China's anhydrous aluminum fluoride export volume surges by 80.34% MOM in Aug 24
7.4 China's unwrought aluminum(Al＜99.95%) import volume fell 57.88% YoY in Aug 2021 25
7.5 China's unwrought aluminum alloy import volume fell 32.34% YoY in Aug 2021 26
7.7 China's unwrought aluminum alloy export volume decreased 44.19% YoY in Aug 2021 27
7.6 China's aluminum scrap import volume increased 28.15% MoM in Aug 2021 27
8 Relevant Industry News 28
8.1 Fluorspar price moves up 28
8.2 Liquid caustic soda price soars 28
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 29
9.2 International Market 29
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 Alumina 98.5%min FOB Australia 29
9.2.4 Aluminum fluoride 61%min FOB China 29
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 29
9.2.6 Zorba aluminum scrap 98-1 CIF China 29
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 A military coup occurs in Guinea 6
2.2 Yulin limits primary aluminum production by 50% from Sep to Dec 6
2.3 Power rationing expands in China 6
3 Market Movements 6
3.1 Chinese Market 6
3.1.1 Chinese origin bauxite price soars 6
3.1.2 Chinese origin alumina price increases sharply 6
3.1.3 Chinese aluminum fluoride price increases sharply 7
3.1.4 Aluminum hydroxide price surges 7
3.1.5 Primary aluminum price keeps rising 7
3.1.6 Chinese aluminum alloy ingot ADC12 price moves up 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 sees weak demand 8
3.2 International Market 9
3.2.1 Guinean bauxite price increases rapidly 9
3.2.2 Indonesian bauxite price increases 9
3.2.3 Australian alumina price rises sharply further 9
3.2.5 Chinese aluminum fluoride export price up sharply 9
3.2.6 Chinese aluminum alloy ingot ADC12 export prices go up 10
3.2.7 China's imported Zorba aluminum scrap price moves up 10
4 Company News 10
4.1 Tiangui Aluminum to start equipment debugging on two new alumina production lines 10
4.2 Huaxing Aluminum resumes one alumina production line 10
4.3 MD Metal reduces secondary aluminum alloy production 10
4.4 Indonesia LPT receives bauxite export quota 10
4.5 AGB2A to increase bauxite production 10
4.6 SPIC Shanxi Aluminum to reduce alumina production 11
4.7 AK Malaysia starts bauxite production 11
4.8 TBJ suspends bauxite production in Indonesia 11
4.9 Nanhan Chemical resumes normal aluminum fluoride production 11
4.10 Indonesia BAI reaches full alumina operation 11
4.11 Australian Bauxite to start building bauxite project 11
4.12 India Lakshmi Metals to increase secondary aluminum alloy production 11
4.13 Guoang Aluminum halts secondary aluminum alloy ingot production 11
4.14 Jiangxi Wantai completes maintenance of secondary aluminum alloy ingot production equipment 11
4.15 Suxi Aluminum maintains aluminum bar production lines 11
4.16 Gezhouba Zhanci (Ningbo) Metal suspends secondary aluminum alloy ingot production 12
4.17 Xinyongfa Aluminum completes maintenance of secondary aluminum alloy ingot production lines 12
4.18 Fengtong Aluminum Alloy to see decline in secondary aluminum alloy ingot production 12
4.19 Changchun Sigma to see increase in secondary aluminum alloy ingot production 12
4.20 SPIC Baiyinhua primary aluminum project to be completed 12
4.25 Haiguang Metal halts secondary aluminum alloy ingot production 13
5 Producers' Statistics 13
5.1 Chinese alumina producers' operating rate down by 2% YOY in Sep 13
5.2 China's alumina output down by 0.22% YOY in Sep 13
5.3 Chinese aluminum fluoride producers' operating rate up by 27.62% MOM in Sep 14
5.4 China's aluminum fluoride output down by 36.42% YOY in Sep 14
5.5 China's aluminum fluoride inventory up by 42.47% MOM in late Sep 14
5.6 Chinese bauxite producers' operating rate down by 14.96% YOY in Sep 15
5.7 China's bauxite output down by 10.22% MOM in Sep 15
5.8 Chinese primary aluminum producers' operating rate down by 0.33% MOM in Sep 16
5.9 China's primary aluminum output down by 0.33% MOM in Sep 16
5.10 China's primary aluminum inventory up by 10.29% MOM in late Sep 16
5.11 Chinese secondary aluminum alloy producers' operating rate up by 0.53% MOM in Sep 17
5.12 China's secondary aluminum alloy output down by 6.36% YOY in Sep 17
5.13 China's secondary aluminum alloy inventory up by 8.81% MOM in late Sep 18
5.14 Chinese aluminum bar producers' operating rate down by 9.83% YOY in Sep 18
5.15 China's aluminum bar output down by 4.91% MOM in Sep 19
5.16 China's aluminum bar inventory up by 1.56% MOM in late Sep 19
6 Consumers' Statistics 20
6.1 China's consumption of imported bauxite down by 4.65% YOY in Sep 20
6.2 China's inventory of imported bauxite up by 5.62% YOY in late Sep 20
6.3 China's consumption of domestic bauxite up by 3.1% YOY in Sep 21
6.4 China's inventory of domestic bauxite down by 6.53% MOM in late Sep 21
6.5 Chinese primary aluminum producers' alumina consumption down by 3.10% MOM in Sep 22
6.6 Chinese primary aluminum producers' alumina inventory up by 4.50% YOY in late Sep 22
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption up by 0.55% MOM in Sep 23
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory up by 14.45% MOM in late Sep 23
7. Customs Statistics 23
7.1 China's bauxite import volume down by 15.75% YOY in Aug 23
7.2 China's alumina imports up by 49.85% YOY in Aug 24
7.3 China's anhydrous aluminum fluoride export volume surges by 80.34% MOM in Aug 24
7.4 China's unwrought aluminum(Al＜99.95%) import volume fell 57.88% YoY in Aug 2021 25
7.5 China's unwrought aluminum alloy import volume fell 32.34% YoY in Aug 2021 26
7.7 China's unwrought aluminum alloy export volume decreased 44.19% YoY in Aug 2021 27
7.6 China's aluminum scrap import volume increased 28.15% MoM in Aug 2021 27
8 Relevant Industry News 28
8.1 Fluorspar price moves up 28
8.2 Liquid caustic soda price soars 28
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 29
9.2 International Market 29
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 Alumina 98.5%min FOB Australia 29
9.2.4 Aluminum fluoride 61%min FOB China 29
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 29
9.2.6 Zorba aluminum scrap 98-1 CIF China 29
