Monthly Aluminum Market Report Nov 2021
2021-12-20 18:14:57 【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 Yunnan prohibits implementation of preferential electricity price policy for primary aluminum industry 6
2.2 IAI announces 2050 carbon reduction goal for global aluminum industry 6
2.3 China to prohibit steel, primary aluminum, alumina and coal chemical production capacity in key areas from increasing 6
2.4 Indonesia may ban bauxite export 6
2.5 Guinea to take back some bauxite mining rights 6
3 Market Movements 6
3.1 Chinese Market 6
3.1.1 Chinese origin bauxite price moves down 7
3.1.2 Chinese origin alumina price falls shaply 7
3.1.3 Chinese aluminum fluoride price increases further 7
3.1.4 Aluminum hydroxide price moves down 7
3.1.5 Primary aluminum price keeps falling 7
3.1.6 Chinese aluminum alloy ingot ADC12 price declines 8
3.1.7 Chinese aluminum alloy ingot A356.2 market demand recovers 8
3.1.8 Chinese cast aluminum scrap market sees short supply 8
3.1.9 Chinese aluminum bar 6063 market demand recovers 9
3.2 International Market 9
3.2.1 Guinean bauxite price moves down 9
3.2.2 Indonesian bauxite price drops rapidly 9
3.2.3 Australian alumina price falls at faster pace 10
3.2.4 Chinese aluminum fluoride export price soars 10
3.2.5 Chinese aluminum alloy ingot ADC12 export prices fall 10
3.2.6 China's imported Zorba aluminum scrap market sees increase in deals 10
4 Company News 10
4.1 Nanhan Chemical to cut aluminum fluoride production 10
4.2 Indonesia DSM to increase bauxite production 11
4.3 Malaysia Nove Metal Recycling restarts secondary aluminum alloy production 11
4.4 Wenshan Aluminum cuts alumina production 11
4.5 Xinfa Chemical resumes the second alumina production line 11
4.6 GR Metal resumes normal secondary aluminum alloy production 11
4.7 Radiant Metals to expand aluminum alloy production capacity 11
4.8 Xinxiang Ecology Aluminum to reach full alumina operation 11
4.9 Cita Mineral receives new bauxite export quota 11
4.10 Zhaohe New Material finishes aluminum fluoride equipment maintenance 11
4.11 Wanfang Aluminum suspends resumption of primary aluminum 11
4.12 Wanji Aluminum reduces aluminum bar production 11
4.13 Chipin Hengxin Aluminum finishes aluminum bar production lines maintenance 12
4.14 Wantaihe Automotive Materials sees decrease in secondary aluminum alloy ingot production 12
4.15 Guosheng Environmental Protection Technology to cut aluminum bar production 12
4.16 Nanyuan Aluminum suspends production of secondary aluminum alloy ingot 12
4.17 Yongfeng Alloy suspends aluminum bar production 12
4.18 Guangyin Aluminum sees decline in aluminum bar production 12
4.19 Energy Banner cuts primary aluminum production 12
4.20 Xinde Aluminum to maintain secondary aluminum alloy ingot production lines 12
4.21 Henan Shuaiyichi reaches full production of secondary aluminum alloy ingot 13
4.22 Zhongweisi Aluminum resumes aluminum bar production 13
5 Producers' Statistics 13
5.1 Chinese alumina producers' operating rate down by 2.67% YOY in Nov 13
5.2 China's alumina output up by 0.86% YOY in Nov 13
5.3 Chinese aluminum fluoride producers' operating rate down by 17.41% YOY in Nov 14
5.4 China's aluminum fluoride output down by 15.93% YOY in Nov 14
5.5 China's aluminum fluoride inventory down by 55.84% MOM in late Nov 15
5.6 Chinese bauxite producers' operating rate up by 24.40% MOM in Nov 15
5.7 China's bauxite output up by 25.25% MOM in Nov 16
5.8 Chinese primary aluminum producers' operating rate down by 0.28% MOM in Nov 16
5.9 China's primary aluminum output down by 0.27% MOM in Nov 17
5.10 China's primary aluminum inventory up by 86.43% MOM in late Nov 17
5.11 Chinese secondary aluminum alloy producers' operating rate up by 6.31% MOM in Nov 18
5.12 China's secondary aluminum alloy output up by 6.31% MOM in Nov 18
5.13 China's secondary aluminum alloy inventory up by 4.76% MOM in late Nov 19
5.14 Chinese aluminum bar producers' operating rate up by 0.2% MOM in Nov 19
5.15 China's aluminum bar output up by 0.2% MOM in Nov 19
5.16 China's aluminum bar inventory up by 37.44% MOM in late Nov 20
6 Consumers' Statistics 20
6.1 China's consumption of imported bauxite down by 2.6% YOY in Nov 20
6.2 China's inventory of imported bauxite down by 4.45% MOM in late Nov 21
6.3 China's consumption of domestic bauxite up by 4.95% MOM in Nov 21
6.4 China's inventory of domestic bauxite up by 9.09% MOM in late Nov 22
6.5 Chinese primary aluminum producers' alumina consumption down by 4.77% YOY in Nov 22
6.6 Chinese primary aluminum producers' alumina inventory up by 16.93% YOY in late Nov 23
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption up by 7.27% MOM in Nov 23
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 7.45% MOM in late Nov 24
7. Customs Statistics 24
7.1 China's bauxite import volume up by 14.32% MOM in Oct 24
7.2 China's alumina imports down by 39.28% MOM in Oct 25
7.3 China's anhydrous aluminum fluoride export volume down by 56.10% YOY in Oct 25
7.4 China's unwrought aluminum(Al＜99.95%) import volume rose 46.66% MoM in Oct 2021 26
7.5 China's unwrought aluminum alloy import volume increased 10.30% YoY in Oct 2021 27
7.6 China's unwrought aluminum alloy export volume declined 39.66% YoY in Oct 2021 28
7.7 China's aluminum scrap import volume increased 82.40% YoY in Oct 2021 28
8 Relevant Industry News 29
8.1 Fluorspar price moves up 29
8.2 Liquid caustic soda price rises and falls 29
9 Market Outlook for Next Month 30
9.1 Chinese market 30
9.1.1 Bauxite Al/Si 5.0 delivered China 30
9.1.2 Alumina 98.5%min EXW China 30
9.1.3 Aluminum fluoride 61%min EXW China 30
9.1.4 Aluminum hydroxide 64.5%min EXW China 30
9.1.5 Fluorspar dry powder 97%min delivered China 30
9.1.6 Liquid caustic soda 32%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 Alumina 98.5%min FOB Australia 30
9.2.4 Aluminum fluoride 61%min FOB China 30
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 30
9.2.6 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 Yunnan prohibits implementation of preferential electricity price policy for primary aluminum industry 6
2.2 IAI announces 2050 carbon reduction goal for global aluminum industry 6
2.3 China to prohibit steel, primary aluminum, alumina and coal chemical production capacity in key areas from increasing 6
2.4 Indonesia may ban bauxite export 6
2.5 Guinea to take back some bauxite mining rights 6
3 Market Movements 6
3.1 Chinese Market 6
3.1.1 Chinese origin bauxite price moves down 7
3.1.2 Chinese origin alumina price falls shaply 7
3.1.3 Chinese aluminum fluoride price increases further 7
3.1.4 Aluminum hydroxide price moves down 7
3.1.5 Primary aluminum price keeps falling 7
3.1.6 Chinese aluminum alloy ingot ADC12 price declines 8
3.1.7 Chinese aluminum alloy ingot A356.2 market demand recovers 8
3.1.8 Chinese cast aluminum scrap market sees short supply 8
3.1.9 Chinese aluminum bar 6063 market demand recovers 9
3.2 International Market 9
3.2.1 Guinean bauxite price moves down 9
3.2.2 Indonesian bauxite price drops rapidly 9
3.2.3 Australian alumina price falls at faster pace 10
3.2.4 Chinese aluminum fluoride export price soars 10
3.2.5 Chinese aluminum alloy ingot ADC12 export prices fall 10
3.2.6 China's imported Zorba aluminum scrap market sees increase in deals 10
4 Company News 10
4.1 Nanhan Chemical to cut aluminum fluoride production 10
4.2 Indonesia DSM to increase bauxite production 11
4.3 Malaysia Nove Metal Recycling restarts secondary aluminum alloy production 11
4.4 Wenshan Aluminum cuts alumina production 11
4.5 Xinfa Chemical resumes the second alumina production line 11
4.6 GR Metal resumes normal secondary aluminum alloy production 11
4.7 Radiant Metals to expand aluminum alloy production capacity 11
4.8 Xinxiang Ecology Aluminum to reach full alumina operation 11
4.9 Cita Mineral receives new bauxite export quota 11
4.10 Zhaohe New Material finishes aluminum fluoride equipment maintenance 11
4.11 Wanfang Aluminum suspends resumption of primary aluminum 11
4.12 Wanji Aluminum reduces aluminum bar production 11
4.13 Chipin Hengxin Aluminum finishes aluminum bar production lines maintenance 12
4.14 Wantaihe Automotive Materials sees decrease in secondary aluminum alloy ingot production 12
4.15 Guosheng Environmental Protection Technology to cut aluminum bar production 12
4.16 Nanyuan Aluminum suspends production of secondary aluminum alloy ingot 12
4.17 Yongfeng Alloy suspends aluminum bar production 12
4.18 Guangyin Aluminum sees decline in aluminum bar production 12
4.19 Energy Banner cuts primary aluminum production 12
4.20 Xinde Aluminum to maintain secondary aluminum alloy ingot production lines 12
4.21 Henan Shuaiyichi reaches full production of secondary aluminum alloy ingot 13
4.22 Zhongweisi Aluminum resumes aluminum bar production 13
5 Producers' Statistics 13
5.1 Chinese alumina producers' operating rate down by 2.67% YOY in Nov 13
5.2 China's alumina output up by 0.86% YOY in Nov 13
5.3 Chinese aluminum fluoride producers' operating rate down by 17.41% YOY in Nov 14
5.4 China's aluminum fluoride output down by 15.93% YOY in Nov 14
5.5 China's aluminum fluoride inventory down by 55.84% MOM in late Nov 15
5.6 Chinese bauxite producers' operating rate up by 24.40% MOM in Nov 15
5.7 China's bauxite output up by 25.25% MOM in Nov 16
5.8 Chinese primary aluminum producers' operating rate down by 0.28% MOM in Nov 16
5.9 China's primary aluminum output down by 0.27% MOM in Nov 17
5.10 China's primary aluminum inventory up by 86.43% MOM in late Nov 17
5.11 Chinese secondary aluminum alloy producers' operating rate up by 6.31% MOM in Nov 18
5.12 China's secondary aluminum alloy output up by 6.31% MOM in Nov 18
5.13 China's secondary aluminum alloy inventory up by 4.76% MOM in late Nov 19
5.14 Chinese aluminum bar producers' operating rate up by 0.2% MOM in Nov 19
5.15 China's aluminum bar output up by 0.2% MOM in Nov 19
5.16 China's aluminum bar inventory up by 37.44% MOM in late Nov 20
6 Consumers' Statistics 20
6.1 China's consumption of imported bauxite down by 2.6% YOY in Nov 20
6.2 China's inventory of imported bauxite down by 4.45% MOM in late Nov 21
6.3 China's consumption of domestic bauxite up by 4.95% MOM in Nov 21
6.4 China's inventory of domestic bauxite up by 9.09% MOM in late Nov 22
6.5 Chinese primary aluminum producers' alumina consumption down by 4.77% YOY in Nov 22
6.6 Chinese primary aluminum producers' alumina inventory up by 16.93% YOY in late Nov 23
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption up by 7.27% MOM in Nov 23
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 7.45% MOM in late Nov 24
7. Customs Statistics 24
7.1 China's bauxite import volume up by 14.32% MOM in Oct 24
7.2 China's alumina imports down by 39.28% MOM in Oct 25
7.3 China's anhydrous aluminum fluoride export volume down by 56.10% YOY in Oct 25
7.4 China's unwrought aluminum(Al＜99.95%) import volume rose 46.66% MoM in Oct 2021 26
7.5 China's unwrought aluminum alloy import volume increased 10.30% YoY in Oct 2021 27
7.6 China's unwrought aluminum alloy export volume declined 39.66% YoY in Oct 2021 28
7.7 China's aluminum scrap import volume increased 82.40% YoY in Oct 2021 28
8 Relevant Industry News 29
8.1 Fluorspar price moves up 29
8.2 Liquid caustic soda price rises and falls 29
9 Market Outlook for Next Month 30
9.1 Chinese market 30
9.1.1 Bauxite Al/Si 5.0 delivered China 30
9.1.2 Alumina 98.5%min EXW China 30
9.1.3 Aluminum fluoride 61%min EXW China 30
9.1.4 Aluminum hydroxide 64.5%min EXW China 30
9.1.5 Fluorspar dry powder 97%min delivered China 30
9.1.6 Liquid caustic soda 32%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 Alumina 98.5%min FOB Australia 30
9.2.4 Aluminum fluoride 61%min FOB China 30
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 30
9.2.6 Zorba aluminum scrap 98-1 CIF China 30
