Monthly Aluminum Market Report Jun 2023
2023-07-18 15:54:40 【Print】
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1 Market Highlights 7
1.1 Chinese origin bauxite 7
1.2 Imported bauxite 7
1.3 Alumina 7
1.4 Aluminum fluoride 7
1.5 Primary aluminum 7
1.6 Secondary aluminum alloy ingot 7
1.7 Aluminum bar 7
2 Policy and Economy 7
2.1 CSRC approves registration of alumina futures 7
2.2 Four companies to transfer 422100t of primary aluminum capacity to Inner Mongolia Chuangyuan Metal 7
2.3 Malaysia resumes export of unwashed bauxite 7
2.4 Large number of bauxite producers in Henan stop production 7
3 Market Movements 7
3.1 Chinese Market 7
3.1.1 Price of Chinese origin bauxite moves up 7
3.1.2 Chinese origin alumina price edges down 7
3.1.3 Australian alumina price moves down 8
3.1.4 Price of Chinese aluminum fluoride declines 8
3.1.5 Aluminum hydroxide price goes down 8
3.1.6 Supply of aluminum ingot 99.7%min tight 8
3.1.7 Demand for aluminum alloy ingot ADC12 in China keeps declining 8
3.1.8 Supply of aluminum alloy ingot A356.2 in China increases 9
3.1.9 Chinese cast aluminum scrap market sees short supply 9
3.1.10 Demand for Chinese aluminum bar 6063 keeps declining 9
3.2 International Market 10
3.2.1 Guinean bauxite price rises 10
3.2.2 Malaysia restarts unwashed bauxite export 10
3.2.3 Australian alumina export price falls 10
3.2.4 Chinese aluminum fluoride export price declines 10
3.2.5 Import price of cast aluminum alloy ingot moves down 10
3.2.6 Chinese aluminum alloy ingot ADC12 export market sees few deals 11
3.2.7 China's market of imported Zorba aluminum scrap sees rare deals 11
4 Company News 11
4.1 Ivory Coast LEB welcomes investors for joint bauxite mining 11
4.2 Argentina MDT to cut secondary aluminum alloy ingots production 11
4.3 Ghana GIADEC invites bauxite development investors 11
4.4 Xingxiang Fluoride cuts aluminum fluoride production 11
4.5 Tiangui Aluminum reduces alumina production 11
4.6 SD Mining to cut bauxite production 11
4.7 Kingsebo Fluoride to finish aluminum fluoride project construction 11
4.8 Sakar Industries reduces secondary aluminum alloy ingots production 12
4.9 Metro Mining to expand bauxite production capacity 12
4.10 Kindia Mining invites barges partners for bauxite delivery 12
4.11 Yuantai High Conductive Materials to build new aluminum bar production line 12
4.12 Xiangrong Aluminum cuts aluminum bar output 12
4.13 Xinhao Aluminum reduces aluminum bar production 12
4.14 Xinjiang East Hope finishes overhaul of aluminum bar production lines 12
4.15 Jinfeng Metal suspends one secondary aluminum alloy ingot furnace 12
4.16 Xinyongfa Aluminum resumes secondary aluminum alloy ingot production 12
4.17 Xincheng Yongchuang suspends secondary aluminum alloy ingot production 12
4.18 Chaoqun Metal to reduce aluminum bar production 13
4.19 Huayun New Materials starts construction of third phase of primary aluminum project 13
4.20 East Hope Baotou cuts aluminum bar output 13
4.21 Southeast Precision Technology's new aluminum bar project to go into production 13
4.22 Bolang Aluminum starts construction of aluminum bar project 13
4.23 Xikailong New Materials' aluminum bar new project completes construction 13
4.24 Jiahong Light Alloy to complete building secondary aluminum alloy ingot project 13
4.25 Hengxin Aluminum cuts aluminum bar production 13
5 Producers' Statistics 13
5.1 Chinese alumina producers' operating rate down by 8.14% YOY in Jun 13
5.2 China's alumina output down by 1.95% YOY in Jun 14
5.3 Chinese aluminum fluoride producers' operating rate down by 12.38% MOM in Jun 14
5.4 China's aluminum fluoride output down by 12.38% MOM in Jun 15
5.5 China's aluminum fluoride inventory up by 35.42% MOM in late Jun 15
5.6 Chinese bauxite producers' operating rate down by 20.40% YOY in Jun 16
5.7 Chinese bauxite producers' output down by 23.29% YOY in Jun 16
5.8 Guinean bauxite producers' operating rate up by 13.55% YOY in Jun 17
5.9 Guinean bauxite producers' output up by 29.47% YOY in Jun 17
5.10 Chinese primary aluminum producers' operating rate records 81.51% in late Jun 17
5.11 China's primary aluminum output up by 0.35% MOM in Jun 18
5.12 China's primary aluminum inventory down by 28.17% MOM in late Jun 18
5.13 Chinese secondary aluminum alloy producers' operating rate records 38.26% in Jun 19
5.14 China's secondary aluminum alloy output down by 0.75% MOM in Jun 19
5.15 China's secondary aluminum alloy inventory down by 6.52% MOM in late Jun 20
5.16 Chinese aluminum bar producers' operating rate records 50.07% in Jun 20
5.17 China's aluminum bar output down by 5.88% MOM in Jun 21
5.18 China's aluminum bar inventory up by 29.53% MOM in late Jun 21
6 Consumers' Statistics 22
6.1 China's consumption of imported bauxite up by 0.17% MOM in Jun 22
6.2 China's inventory of imported bauxite up by 5.54% YOY in late Jun 22
6.3 China's consumption of domestic bauxite down by 25.20% YOY in Jun 23
6.4 China's inventory of domestic bauxite down by 23.69% YOY in late Jun 23
6.5 Chinese primary aluminum producers' alumina consumption up slightly by 0.81% MOM in Jun 24
6.6 Chinese primary aluminum producers' alumina inventory down by 11.26% YOY in late Jun 24
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption up by 0.38% MOM in Jun 25
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 6.18% MOM in late Jun 25
7. Customs Statistics 26
7.1 China's bauxite import volume up by 7.77% MOM in May 26
7.2 China's alumina imports down by 19.66% MOM in May 26
7.3 China's anhydrous aluminum fluoride export volume down by 8.55% MOM in May 27
7.4 China's unwrought aluminum(Al＜99.95%) import volume increased 98.87% YoY in May 2023 27
7.5 China's unwrought aluminum alloy import volume declined 27.73% YoY in May 2023 28
7.6 China's unwrought aluminum alloy export volume grew 20.78% MoM in May 2023 29
7.7 China's aluminum scrap import volume grew 38.56% YoY in May 2023 30
8 Relevant Industry News 31
8.1 Fluorspar price slides 31
8.2 Liquid caustic soda price declines 31
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 Australian alumina 98.5%min delivered at Chinese ports 31
9.1.4 Aluminum fluoride 61%min EXW China 31
9.1.5 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
9.1.8 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 32
9.1.11 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 32
9.2 International Market 32
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 32
9.2.2 Alumina 98.5%min FOB Australia 32
9.2.3 Aluminum fluoride 61%min FOB China 32
9.2.4 Cast aluminum alloy ingot ADC12 CIF China 32
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 32
9.2.6 Zorba aluminum scrap 98-1 CIF China 32
1.1 Chinese origin bauxite 7
1.2 Imported bauxite 7
1.3 Alumina 7
1.4 Aluminum fluoride 7
1.5 Primary aluminum 7
1.6 Secondary aluminum alloy ingot 7
1.7 Aluminum bar 7
2 Policy and Economy 7
2.1 CSRC approves registration of alumina futures 7
2.2 Four companies to transfer 422100t of primary aluminum capacity to Inner Mongolia Chuangyuan Metal 7
2.3 Malaysia resumes export of unwashed bauxite 7
2.4 Large number of bauxite producers in Henan stop production 7
3 Market Movements 7
3.1 Chinese Market 7
3.1.1 Price of Chinese origin bauxite moves up 7
3.1.2 Chinese origin alumina price edges down 7
3.1.3 Australian alumina price moves down 8
3.1.4 Price of Chinese aluminum fluoride declines 8
3.1.5 Aluminum hydroxide price goes down 8
3.1.6 Supply of aluminum ingot 99.7%min tight 8
3.1.7 Demand for aluminum alloy ingot ADC12 in China keeps declining 8
3.1.8 Supply of aluminum alloy ingot A356.2 in China increases 9
3.1.9 Chinese cast aluminum scrap market sees short supply 9
3.1.10 Demand for Chinese aluminum bar 6063 keeps declining 9
3.2 International Market 10
3.2.1 Guinean bauxite price rises 10
3.2.2 Malaysia restarts unwashed bauxite export 10
3.2.3 Australian alumina export price falls 10
3.2.4 Chinese aluminum fluoride export price declines 10
3.2.5 Import price of cast aluminum alloy ingot moves down 10
3.2.6 Chinese aluminum alloy ingot ADC12 export market sees few deals 11
3.2.7 China's market of imported Zorba aluminum scrap sees rare deals 11
4 Company News 11
4.1 Ivory Coast LEB welcomes investors for joint bauxite mining 11
4.2 Argentina MDT to cut secondary aluminum alloy ingots production 11
4.3 Ghana GIADEC invites bauxite development investors 11
4.4 Xingxiang Fluoride cuts aluminum fluoride production 11
4.5 Tiangui Aluminum reduces alumina production 11
4.6 SD Mining to cut bauxite production 11
4.7 Kingsebo Fluoride to finish aluminum fluoride project construction 11
4.8 Sakar Industries reduces secondary aluminum alloy ingots production 12
4.9 Metro Mining to expand bauxite production capacity 12
4.10 Kindia Mining invites barges partners for bauxite delivery 12
4.11 Yuantai High Conductive Materials to build new aluminum bar production line 12
4.12 Xiangrong Aluminum cuts aluminum bar output 12
4.13 Xinhao Aluminum reduces aluminum bar production 12
4.14 Xinjiang East Hope finishes overhaul of aluminum bar production lines 12
4.15 Jinfeng Metal suspends one secondary aluminum alloy ingot furnace 12
4.16 Xinyongfa Aluminum resumes secondary aluminum alloy ingot production 12
4.17 Xincheng Yongchuang suspends secondary aluminum alloy ingot production 12
4.18 Chaoqun Metal to reduce aluminum bar production 13
4.19 Huayun New Materials starts construction of third phase of primary aluminum project 13
4.20 East Hope Baotou cuts aluminum bar output 13
4.21 Southeast Precision Technology's new aluminum bar project to go into production 13
4.22 Bolang Aluminum starts construction of aluminum bar project 13
4.23 Xikailong New Materials' aluminum bar new project completes construction 13
4.24 Jiahong Light Alloy to complete building secondary aluminum alloy ingot project 13
4.25 Hengxin Aluminum cuts aluminum bar production 13
5 Producers' Statistics 13
5.1 Chinese alumina producers' operating rate down by 8.14% YOY in Jun 13
5.2 China's alumina output down by 1.95% YOY in Jun 14
5.3 Chinese aluminum fluoride producers' operating rate down by 12.38% MOM in Jun 14
5.4 China's aluminum fluoride output down by 12.38% MOM in Jun 15
5.5 China's aluminum fluoride inventory up by 35.42% MOM in late Jun 15
5.6 Chinese bauxite producers' operating rate down by 20.40% YOY in Jun 16
5.7 Chinese bauxite producers' output down by 23.29% YOY in Jun 16
5.8 Guinean bauxite producers' operating rate up by 13.55% YOY in Jun 17
5.9 Guinean bauxite producers' output up by 29.47% YOY in Jun 17
5.10 Chinese primary aluminum producers' operating rate records 81.51% in late Jun 17
5.11 China's primary aluminum output up by 0.35% MOM in Jun 18
5.12 China's primary aluminum inventory down by 28.17% MOM in late Jun 18
5.13 Chinese secondary aluminum alloy producers' operating rate records 38.26% in Jun 19
5.14 China's secondary aluminum alloy output down by 0.75% MOM in Jun 19
5.15 China's secondary aluminum alloy inventory down by 6.52% MOM in late Jun 20
5.16 Chinese aluminum bar producers' operating rate records 50.07% in Jun 20
5.17 China's aluminum bar output down by 5.88% MOM in Jun 21
5.18 China's aluminum bar inventory up by 29.53% MOM in late Jun 21
6 Consumers' Statistics 22
6.1 China's consumption of imported bauxite up by 0.17% MOM in Jun 22
6.2 China's inventory of imported bauxite up by 5.54% YOY in late Jun 22
6.3 China's consumption of domestic bauxite down by 25.20% YOY in Jun 23
6.4 China's inventory of domestic bauxite down by 23.69% YOY in late Jun 23
6.5 Chinese primary aluminum producers' alumina consumption up slightly by 0.81% MOM in Jun 24
6.6 Chinese primary aluminum producers' alumina inventory down by 11.26% YOY in late Jun 24
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption up by 0.38% MOM in Jun 25
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 6.18% MOM in late Jun 25
7. Customs Statistics 26
7.1 China's bauxite import volume up by 7.77% MOM in May 26
7.2 China's alumina imports down by 19.66% MOM in May 26
7.3 China's anhydrous aluminum fluoride export volume down by 8.55% MOM in May 27
7.4 China's unwrought aluminum(Al＜99.95%) import volume increased 98.87% YoY in May 2023 27
7.5 China's unwrought aluminum alloy import volume declined 27.73% YoY in May 2023 28
7.6 China's unwrought aluminum alloy export volume grew 20.78% MoM in May 2023 29
7.7 China's aluminum scrap import volume grew 38.56% YoY in May 2023 30
8 Relevant Industry News 31
8.1 Fluorspar price slides 31
8.2 Liquid caustic soda price declines 31
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 Australian alumina 98.5%min delivered at Chinese ports 31
9.1.4 Aluminum fluoride 61%min EXW China 31
9.1.5 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
9.1.8 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 32
9.1.11 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 32
9.2 International Market 32
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 32
9.2.2 Alumina 98.5%min FOB Australia 32
9.2.3 Aluminum fluoride 61%min FOB China 32
9.2.4 Cast aluminum alloy ingot ADC12 CIF China 32
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 32
9.2.6 Zorba aluminum scrap 98-1 CIF China 32
