Monthly Aluminum Market Report Jun 2022

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 Aluminum bar 6
2 Economy and Policy 6
2.1 CMSTD: Information on CNSTD Tianjin warehouses involved in recent aluminum ingot accident is rumor 6
2.2 Indonesian President confirms to stop bauxite export 6
2.3 Guinea extends deadline for bauxite miners to present refinery plans 6
2.4 Shanxi carries out provincial-level supervision and patrol on work safety 7
3 Market Movements 7
3.1 Chinese Market 7
3.1.1 Chinese origin bauxite price rises and then falls 7
3.1.2 Chinese origin alumina price declines further 7
3.1.3 Australian alumina price declines 7
3.1.4 Chinese aluminum fluoride price goes down 7
3.1.5 Aluminum hydroxide price moves down 7
3.1.Asian Metal Copyright3 Australian alumina 98.Asian Metal Copyright6 Aluminum ingot 99.7%min price declines 7
3.1.7 Chinese aluminum alloy ingot ADC12 price falls 8
3.1.Asian Metal Copyright2.Asian Metal Copyright8 Chinese aluminum alloy ingot A356.2 market demand still weak 8
3.1.9 Chinese cast aluminum scrap market sees rare deals 8
3.1.10 Chinese aluminum bar 6063 market demand declines 9
3.2 International Market 9
3.2.1 Guinean bauxite price edges up 9
3.2.2 Indonesian bauxite price goes up 9
3.2.3 Australian alumina export price rebounds 10
3.2.4 Chinese aluminum fluoride export price moves down 10
3.2.5 China's import demand for cast aluminum alloy ingot weak 10
3.2.6 Chinese aluminum alloy ingot ADC12 export market sees rare deals 10
3.2.7 China's imported Zorba aluminum scrap prices move down 10
4 Company News 11
4.1 Hetai Technology restarts aluminum fluoride production 11
4.2 Century Metal Recycling cuts secondary aluminum alloy ingot production 11
4.3 AGB2A-GIC plans to increase bauxite production 11
4.4 Terra Aqua reduces secondary aluminum alloy production 11
4.5 Sierra Mineral starts loading the 1st cape-size shipment of bauxite 11
4.6 Malaysia AA Sawit to start facilities maintenance in the old bauxite mining area 11
4.7 Alufluor to start equipment maintenance 11
4.8 Wanbo New Material's 3rd alumina production line reaches full operation 11
4.9 Ivory Coast LEB ready to restart bauxite production 11
4.10 Malaysia CGRE increases bauxite production 12
4.11 Camalco seeks partners for bauxite mining investment 12
4.12 ICF reduces aluminum fluoride production 12
4.13 Wanji Aluminum increases aluminum bar production 12
4.14 Weiger Metal commences secondary aluminum alloy ingot production 12
4.15 Xinyongfa Aluminum suspends secondary aluminum alloy ingot production 12
4.16 Nanping Aluminum reduces aluminum bar production 12
4.17 Shuangyuan Aluminum to expand production capacity 12
4.18 Senke Nonferrous Metals to reduce secondary aluminum alloy ingot production 12
4.19 Liancheng Aluminum resumes primary aluminum production 13
4.20 Tianlin Aluminum to see increase in aluminum bar production 13
4.21 Nanning Chaoli Aluminum starts construction of 700,000tpy secondary aluminum processing project 13
4.22 Zhejiang Sigma maintains secondary aluminum alloy production equipment 13
4.23 Zhongqiang Nonferrous Metals reduces secondary aluminum alloy ingot production 13
4.24 Kanghong Industry and Trade finishes maintenance of secondary aluminum alloy ingot equipment 13
4.25 Yunnan Qiya Aluminum starts last phase of primary aluminum project 13
4.26 Qiansheng Aluminum to resume secondary aluminum alloy ingot production 13
4.27 Delta Aluminum to increase secondary aluminum alloy ingot production 13
5 Producers' Statistics 13
5.1 Chinese alumina producers' operating rate up by 4.39% MOM in Jun 13
5.2 China's alumina output up by 9.10% YOY in Jun 14
5.3 Chinese aluminum fluoride producers' operating rate up by 28.54% YOY in Jun 14
5.4 China's aluminum fluoride output up by 18.14% MOM in Jun 15
5.5 China's aluminum fluoride inventory up by 47.62% MOM in late Jun 15
5.6 Chinese bauxite producers' operating rate up by 27.88% YOY in Jun 16
5.7 China's bauxite output up by 21.26% YOY in Jun 16
5.8 Chinese primary aluminum producers' operating rate up by 0.27% MOM in Jun 17
5.9 China's primary aluminum output up by 0.27% MOM in Jun 17
5.10 China's primary aluminum inventory down by 11.08% MOM in late Jun 18
5.11 Chinese secondary aluminum alloy producers' operating rate up by 6.56% MOM in Jun 18
5.12 China's secondary aluminum alloy output up by 6.56% MOM in Jun 19
5.13 China's secondary aluminum alloy inventory up by 11.54% MOM in late Jun 19
5.14 Chinese aluminum bar producers' operating rate down by 0.61% MOM in Jun 20
5.15 China's aluminum bar output down by 0.62% YOY in Jun 20
5.16 China's aluminum bar inventory down by 12.13% MOM in late Jun 21
6 Consumers' Statistics 21
6.1 China's consumption of imported bauxite up by 19.25% YOY in Jun 21
6.2 China's inventory of imported bauxite down by 1.60% YOY in late Jun 22
6.3 China's consumption of domestic bauxite up by 1.24% MOM in Jun 22
6.4 China's inventory of domestic bauxite down by 23.74% YOY in late Jun 23
6.5 Chinese primary aluminum producers' alumina consumption up by 0.36% MOM in Jun 23
6.6 Chinese primary aluminum producers' alumina inventory up by 7.82% MOM in late Jun 24
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption up by 5.56% MOM in Jun 24
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 1.09% MOM in late Jun 25
7. Customs Statistics 25
7.1 China's bauxite import volume up by 31.4% YOY in May 25
7.2 China's alumina imports down by 50.79% YOY in May 26
7.3 China's anhydrous aluminum fluoride export volume down by 34.78% MOM in May 26
7.4 China's unwrought aluminum(Al＜99.Asian Metal Copyright2 Imported bauxite 6 1.Asian Metal Copyright95%) import volume decreased 61.08% YoY in May 2022 27
7.5 China's unwrought aluminum alloy import volume rose 31.37% YoY in May 2022 28
7.6 China's unwrought aluminum alloy export volume grew 76.32% YoY in May 2022 29
7.7 China's aluminum scrap import volume rose 193.92% YoY in May 2022 29
8 Relevant Industry News 30
8.1 Fluorspar price edges up 30
8.2 Liquid caustic soda price rises and falls 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.Asian Metal Copyright4 Aluminum fluoride 61%min FOB China 31 9.Asian Metal Copyright2 Alumina 98.5%min EXW China 31
9.1.Asian Metal Copyright21 Nanning Chaoli Aluminum starts construction of 700,000tpy secondary aluminum processing project 13 4.Asian Metal Copyright3 Australian alumina 98.5%min delivered at Chinese ports 31
9.1.4 Aluminum fluoride 61%min EXW China 31
9.1.Asian Metal Copyright1.Asian Metal Copyright5 Aluminum hydroxide 64.5%min EXW China 31
9.1.6 Fluorspar dry powder 97%min delivered China 31
9.1.7 Liquid caustic soda 32%min delivered China 31
9.1.Asian Metal Copyright1.Asian Metal Copyright8 Aluminum ingot 99.7%min 31
9.1.9 Cast aluminum alloy ingot ADC12 EXW China 31
9.1.10 Aluminum bar 6063 φ120mm EXW in warehouse 31
9.1.11 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 47%min ReSiO2 5% CIF China 31
9.2.Asian Metal Copyright4 Terra Aqua reduces secondary aluminum alloy production 11 4.Asian Metal Copyright3 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 Aluminum alloy ingot ADC12 FOB China 31
9.2.7 Zorba aluminum scrap 98-1 CIF China 32


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