Monthly Aluminum Market Report Oct 21
2021-11-17 18:02:45 【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 Indonesia plans to ban bauxite exports 6
2.2 Shanxi issues peak shifting production policy for alumina plants in autumn and winter 6
2.3 NDRC issues statement for three consecutive days to strengthen supervision of coal prices 6
2.4 Some areas in Gansu implement blockade 6
2.5 Shanxi issues notice on off-peak production for autumn and winter 2021-2022 6
3 Market Movements 6
3.1 Chinese Market 6
3.1.1 Chinese origin bauxite price moves up 6
3.1.2 Chinese origin alumina price rises and falls 6
3.1.3 Chinese aluminum fluoride price increases sharply 7
3.1.4 Aluminum hydroxide price moves up 7
3.1.5 Primary aluminum price rises and falls 7
3.1.6 Chinese aluminum alloy ingot ADC12 price declines 8
3.1.7 Chinese aluminum alloy ingot A356.2 market demand weak 8
3.1.8 Chinese cast aluminum scrap price moves down 8
3.1.9 Chinese aluminum bar 6063 market sees weak demand 9
3.2 International Market 9
3.2.1 Guinean bauxite price increases sharply 9
3.2.2 Indonesian bauxite price increases rapidly 9
3.2.3 Australian alumina price rises to high level and then falls 10
3.2.4 Chinese aluminum fluoride export price moves up 10
3.2.5 Chinese aluminum alloy ingot ADC12 export prices rise and fall 10
3.2.6 China's imported Zorba aluminum scrap market sees increase in deals 10
4 Company News 11
4.1 Chalco Shanxi reduces alumina production 11
4.2 AA Sawit prepares to restart bauxite operation 11
4.3 Feimei Aluminum reduces alumina production 11
4.4 Gravita India reaches full operation of secondary aluminum alloy ingot 11
4.5 Metro Mining to deliver bauxite by cape-size shipments 11
4.6 Xinfa Chemical cuts alumina production 11
4.7 Guinea CBG cuts bauxite production 11
4.8 Wanji Aluminum reduces alumina production 11
4.9 Huaxing Aluminum starts using imported bauxite 11
4.10 Turkey CSK Mining cuts bauxite production 11
4.11 Tonghe New Material to start trial production of secondary aluminum alloy ingot 12
4.12 Fengtong Aluminum Alloy operates secondary aluminum alloy ingot equipment at full capacity 12
4.13 Baise Yinhai Aluminum cuts primary aluminum production 12
4.14 Fuyuan Jinhong Metal cuts secondary aluminum alloy ingot production 12
4.15 Zhongqiang Nonferrous Metals halts secondary aluminum alloy ingot production 12
4.16 Kangda Aluminum Alloy maintains secondary aluminum alloy ingot production equipment 12
4.17 Wantailong Recycling Resources resumes secondary aluminum alloy ingot production 12
4.18 Chengchao Aluminum suspends secondary aluminum alloy ingot production 12
4.19 Zhaofeng Aluminum & Electricity resumes primary aluminum production 13
4.20 Zhanci Metal to see decline in secondary aluminum alloy ingot production 13
4.21 North United Aluminium to see increase in aluminum bar production 13
4.22 Chengdu Sigma to maintain secondary aluminum alloy production equipment 13
4.23 Huaren New Material to see decline in primary aluminum production 13
4.24 Yongchuang Aluminum cuts secondary aluminum alloy ingot production 13
4.25 Xinyue New Material halts aluminum bar production 13
5 Producers' Statistics 13
5.1 Chinese alumina producers' operating rate down by 3.68% YOY in Oct 13
5.2 China's alumina output down by 1.78% YOY in Oct 14
5.3 Chinese aluminum fluoride producers' operating rate up by 0.94% MOM in Oct 14
5.4 China's aluminum fluoride output down by 0.71% MOM in Oct 15
5.5 China's aluminum fluoride inventory down by 25.96% MOM in late Oct 15
5.6 Chinese bauxite producers' operating rate down by 22.87% YOY in Oct 16
5.7 China's bauxite output down by 13.11% MOM in Oct 16
5.8 Chinese primary aluminum producers' operating rate down by 0.94% MOM in Oct 17
5.9 China's primary aluminum output down by 0.95% MOM in Oct 17
5.10 China's primary aluminum inventory up by 10.29% MOM in late Oct 18
5.11 Chinese secondary aluminum alloy producers' operating rate down by 5.98% MOM in Oct 18
5.12 China's secondary aluminum alloy output down by 5.99% MOM in Oct 19
5.13 China's secondary aluminum alloy inventory up by 4.18% MOM in late Oct 19
5.14 Chinese aluminum bar producers' operating rate down by 6.34% YOY in Oct 20
5.15 China's aluminum bar output down by 6.35% MOM in Oct 20
5.16 China's aluminum bar inventory up by 6.78% MOM in late Oct 21
6 Consumers' Statistics 21
6.1 China's consumption of imported bauxite down by 4.16% YOY in Oct 21
6.2 China's inventory of imported bauxite up by 10.59% YOY in late Oct 22
6.3 China's consumption of domestic bauxite down by 3.2% YOY in Oct 22
6.4 China's inventory of domestic bauxite down by 19.7% YOY in late Oct 23
6.5 Chinese primary aluminum producers' alumina consumption down by 3.18% MOM in Oct 23
6.6 Chinese primary aluminum producers' alumina inventory up by 11.71% MOM in late Oct 24
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption down by 6.48% MOM in Oct 24
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 0.52% MOM in late Oct 25
7. Customs Statistics 25
7.1 China's bauxite import volume down by 4.13% MOM in Sep 25
7.2 China's alumina imports down by 8.31% MOM in Sep 25
7.3 China's anhydrous aluminum fluoride export volume up by 5.96% MOM in Sep 26
7.4 China's unwrought aluminum(Al＜99.95%) import volume decreased 44.48% YoY in Sep 2021 26
7.5 China's unwrought aluminum alloy import volume declined 21.66% YoY in Sep 2021 27
7.6 China's unwrought aluminum alloy export volume grew 83.15% MoM in Sep 2021 28
7.7 China's aluminum scrap import volume rose 44.47% MoM in Sep 2021 29
8 Relevant Industry News 30
8.1 Fluorspar price climbs 30
8.2 Liquid caustic soda price rises further 30
9 Market Outlook for Next Month 31
9.1 Chinese market 31
9.1.1 Bauxite Al/Si 5.0 delivered China 31
9.1.2 Alumina 98.5%min EXW China 31
9.1.3 Aluminum fluoride 61%min EXW China 31
9.1.4 Aluminum hydroxide 64.5%min EXW China 31
9.1.5 Fluorspar dry powder 97%min delivered China 31
9.1.6 Liquid caustic soda 32%min delivered China 31
9.1.7 Aluminum ingot 99.7%min 31
9.1.8 Cast aluminum alloy ingot ADC12 EXW China 31
9.1.9 Aluminum bar 6063 120mm TC EXW warehouse 31
9.1.10 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 31
9.2 International Market 31
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 31
9.2.2 Indonesian bauxite Al2O3 46-47%min SiO2 8-10% CIF China 31
9.2.3 Alumina 98.5%min FOB Australia 31
9.2.4 Aluminum fluoride 61%min FOB China 31
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 31
9.2.6 Zorba aluminum scrap 98-1 CIF China 31
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 Indonesia plans to ban bauxite exports 6
2.2 Shanxi issues peak shifting production policy for alumina plants in autumn and winter 6
2.3 NDRC issues statement for three consecutive days to strengthen supervision of coal prices 6
2.4 Some areas in Gansu implement blockade 6
2.5 Shanxi issues notice on off-peak production for autumn and winter 2021-2022 6
3 Market Movements 6
3.1 Chinese Market 6
3.1.1 Chinese origin bauxite price moves up 6
3.1.2 Chinese origin alumina price rises and falls 6
3.1.3 Chinese aluminum fluoride price increases sharply 7
3.1.4 Aluminum hydroxide price moves up 7
3.1.5 Primary aluminum price rises and falls 7
3.1.6 Chinese aluminum alloy ingot ADC12 price declines 8
3.1.7 Chinese aluminum alloy ingot A356.2 market demand weak 8
3.1.8 Chinese cast aluminum scrap price moves down 8
3.1.9 Chinese aluminum bar 6063 market sees weak demand 9
3.2 International Market 9
3.2.1 Guinean bauxite price increases sharply 9
3.2.2 Indonesian bauxite price increases rapidly 9
3.2.3 Australian alumina price rises to high level and then falls 10
3.2.4 Chinese aluminum fluoride export price moves up 10
3.2.5 Chinese aluminum alloy ingot ADC12 export prices rise and fall 10
3.2.6 China's imported Zorba aluminum scrap market sees increase in deals 10
4 Company News 11
4.1 Chalco Shanxi reduces alumina production 11
4.2 AA Sawit prepares to restart bauxite operation 11
4.3 Feimei Aluminum reduces alumina production 11
4.4 Gravita India reaches full operation of secondary aluminum alloy ingot 11
4.5 Metro Mining to deliver bauxite by cape-size shipments 11
4.6 Xinfa Chemical cuts alumina production 11
4.7 Guinea CBG cuts bauxite production 11
4.8 Wanji Aluminum reduces alumina production 11
4.9 Huaxing Aluminum starts using imported bauxite 11
4.10 Turkey CSK Mining cuts bauxite production 11
4.11 Tonghe New Material to start trial production of secondary aluminum alloy ingot 12
4.12 Fengtong Aluminum Alloy operates secondary aluminum alloy ingot equipment at full capacity 12
4.13 Baise Yinhai Aluminum cuts primary aluminum production 12
4.14 Fuyuan Jinhong Metal cuts secondary aluminum alloy ingot production 12
4.15 Zhongqiang Nonferrous Metals halts secondary aluminum alloy ingot production 12
4.16 Kangda Aluminum Alloy maintains secondary aluminum alloy ingot production equipment 12
4.17 Wantailong Recycling Resources resumes secondary aluminum alloy ingot production 12
4.18 Chengchao Aluminum suspends secondary aluminum alloy ingot production 12
4.19 Zhaofeng Aluminum & Electricity resumes primary aluminum production 13
4.20 Zhanci Metal to see decline in secondary aluminum alloy ingot production 13
4.21 North United Aluminium to see increase in aluminum bar production 13
4.22 Chengdu Sigma to maintain secondary aluminum alloy production equipment 13
4.23 Huaren New Material to see decline in primary aluminum production 13
4.24 Yongchuang Aluminum cuts secondary aluminum alloy ingot production 13
4.25 Xinyue New Material halts aluminum bar production 13
5 Producers' Statistics 13
5.1 Chinese alumina producers' operating rate down by 3.68% YOY in Oct 13
5.2 China's alumina output down by 1.78% YOY in Oct 14
5.3 Chinese aluminum fluoride producers' operating rate up by 0.94% MOM in Oct 14
5.4 China's aluminum fluoride output down by 0.71% MOM in Oct 15
5.5 China's aluminum fluoride inventory down by 25.96% MOM in late Oct 15
5.6 Chinese bauxite producers' operating rate down by 22.87% YOY in Oct 16
5.7 China's bauxite output down by 13.11% MOM in Oct 16
5.8 Chinese primary aluminum producers' operating rate down by 0.94% MOM in Oct 17
5.9 China's primary aluminum output down by 0.95% MOM in Oct 17
5.10 China's primary aluminum inventory up by 10.29% MOM in late Oct 18
5.11 Chinese secondary aluminum alloy producers' operating rate down by 5.98% MOM in Oct 18
5.12 China's secondary aluminum alloy output down by 5.99% MOM in Oct 19
5.13 China's secondary aluminum alloy inventory up by 4.18% MOM in late Oct 19
5.14 Chinese aluminum bar producers' operating rate down by 6.34% YOY in Oct 20
5.15 China's aluminum bar output down by 6.35% MOM in Oct 20
5.16 China's aluminum bar inventory up by 6.78% MOM in late Oct 21
6 Consumers' Statistics 21
6.1 China's consumption of imported bauxite down by 4.16% YOY in Oct 21
6.2 China's inventory of imported bauxite up by 10.59% YOY in late Oct 22
6.3 China's consumption of domestic bauxite down by 3.2% YOY in Oct 22
6.4 China's inventory of domestic bauxite down by 19.7% YOY in late Oct 23
6.5 Chinese primary aluminum producers' alumina consumption down by 3.18% MOM in Oct 23
6.6 Chinese primary aluminum producers' alumina inventory up by 11.71% MOM in late Oct 24
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption down by 6.48% MOM in Oct 24
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 0.52% MOM in late Oct 25
7. Customs Statistics 25
7.1 China's bauxite import volume down by 4.13% MOM in Sep 25
7.2 China's alumina imports down by 8.31% MOM in Sep 25
7.3 China's anhydrous aluminum fluoride export volume up by 5.96% MOM in Sep 26
7.4 China's unwrought aluminum(Al＜99.95%) import volume decreased 44.48% YoY in Sep 2021 26
7.5 China's unwrought aluminum alloy import volume declined 21.66% YoY in Sep 2021 27
7.6 China's unwrought aluminum alloy export volume grew 83.15% MoM in Sep 2021 28
7.7 China's aluminum scrap import volume rose 44.47% MoM in Sep 2021 29
8 Relevant Industry News 30
8.1 Fluorspar price climbs 30
8.2 Liquid caustic soda price rises further 30
9 Market Outlook for Next Month 31
9.1 Chinese market 31
9.1.1 Bauxite Al/Si 5.0 delivered China 31
9.1.2 Alumina 98.5%min EXW China 31
9.1.3 Aluminum fluoride 61%min EXW China 31
9.1.4 Aluminum hydroxide 64.5%min EXW China 31
9.1.5 Fluorspar dry powder 97%min delivered China 31
9.1.6 Liquid caustic soda 32%min delivered China 31
9.1.7 Aluminum ingot 99.7%min 31
9.1.8 Cast aluminum alloy ingot ADC12 EXW China 31
9.1.9 Aluminum bar 6063 120mm TC EXW warehouse 31
9.1.10 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 31
9.2 International Market 31
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 31
9.2.2 Indonesian bauxite Al2O3 46-47%min SiO2 8-10% CIF China 31
9.2.3 Alumina 98.5%min FOB Australia 31
9.2.4 Aluminum fluoride 61%min FOB China 31
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 31
9.2.6 Zorba aluminum scrap 98-1 CIF China 31
