Monthly Aluminum Market Report Jul 2023
2023-08-17 18:08:11 【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 Aluminum bar 6
2 Policy and Economy 6
2.1 China releases global reserves estimates for 13 minerals 6
2.2 China's Zhengzhou releases five-year plan for mineral resources 6
2.3 India starts AD investigation on China's aluminum frame for solar panels/modules 6
2.4 US maintains CVD orders on China's aluminum foil 6
2.5 WBMS: Global primary aluminum market has supply shortage of 165,600 tons in May 7
3 Market Movements 7
3.1 Chinese Market 7
3.1.1 Price of Chinese origin bauxite climbs 7
3.1.2 Chinese origin alumina price rises rapidly 7
3.1.3 Australian alumina price moves up 7
3.1.4 Price of Chinese aluminum fluoride declines 7
3.1.5 Aluminum hydroxide price rebounds 7
3.1.6 Demand for aluminum ingot 99.7%min weak 8
3.1.7 Chinese aluminum alloy ingot ADC12 price increases 8
3.1.8 Chinese aluminum alloy ingot A356.2 market sees weak demand 8
3.1.9 Chinese cast aluminum scrap market still sees short supply 8
3.1.10 Chinese aluminum bar 6063 TC rebounds 9
3.2 International Market 9
3.2.1 Guinean bauxite price moves up 9
3.2.2 Turkish bauxite market sees more enquiries 9
3.2.3 Australian alumina export price slides 10
3.2.4 Chinese aluminum fluoride export price declines 10
3.2.5 Demand for imported 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 market of imported Zorba aluminum scrap sees few deals 10
4 Company News 10
4.1 Jamalco Alumina production goes up in Q1 10
4.2 Grafit Mining to increase bauxite production 11
4.3 Turkey Laman Mining merges MGH Mining 11
4.4 VALCO needs US$600M to increase aluminum capacity 11
4.5 CMR cuts secondary aluminum alloy ingots production 11
4.6 Lizhong Chemical starts aluminum fluoride equipment maintenance 11
4.7 Alufer Mining reduces bauxite production 11
4.8 Nanhan Chemical increases aluminum fluoride production 11
4.9 Huaxing Aluminum obtains mining license for Sujiaji bauxite mine 11
4.10 Terra Aqua Metal reduces secondary aluminum alloy production 11
4.11 Laibin Yinhai Aluminum Alloy suspends aluminum bar production 11
4.12 Kangda Aluminum Alloy to complete maintenance of secondary aluminum alloy ingot production equipment 11
4.13 Yunnan Hongtai has 240.94ktpa aluminum capacity coming on stream 11
4.14 Zhongxin Aluminum starts preheating furnaces for second phase of secondary aluminum alloy project 11
4.15 Qiansheng Aluminum maintains secondary aluminum ingot equipment 12
4.16 Weiyue Aluminum produces aluminum bar at full capacity 12
4.17 Xinyue New Material cuts aluminum bar output 12
4.18 Zunyi Aluminum to see increase in primary aluminum production 12
4.19 Jinfoyuan Metal resumes secondary aluminum alloy ingot production 12
4.20 Dongsheng Aluminum resumes secondary aluminum alloy ingot production 12
4.21 Xinjiang East Hope increases aluminum bar production 12
4.22 Suzhou Yadelin to cut secondary aluminum alloy ingot output 12
4.23 Juming Technology builds new secondary aluminum alloy ingot project 12
4.24 Huaren New Material increases primary aluminum production 13
4.25 Lanzhou Xikailong puts aluminum bar into production 13
4.26 Yuanhao Aluminum to achieve full-capacity primary aluminum production 13
5 Producers' Statistics 13
5.1 Chinese alumina producers' operating rate up by 1.63% MOM in Jul 13
5.2 China's alumina output up by 2.99% YOY in Jul 13
5.3 Chinese aluminum fluoride producers' operating rate up by 9.13% MOM in Jul 14
5.4 China's aluminum fluoride output up by 14.46% YOY in Jul 14
5.5 China's aluminum fluoride inventory up by 47.06% YOY in late Jul 15
5.6 Chinese bauxite producers' operating rate up by 10.48% MOM in Jul 15
5.7 Chinese bauxite producers' output up by 10.89% MOM in Jul 16
5.8 Guinean bauxite producers' operating rate down by 9.77% MOM in Jul 16
5.9 Guinean bauxite producers' output up by 41.02% YOY in Jul 17
5.10 Chinese primary aluminum producers' operating rate records 83.3% in late Jul 17
5.11 China's primary aluminum output up by 2.08% MOM in Jul 17
5.12 China's primary aluminum inventory up by 1.15% MOM in late Jul 18
5.13 Chinese secondary aluminum alloy producers' operating rate records 38.79% in Jul 18
5.14 China's secondary aluminum alloy output down by 0.38% MOM in Jul 19
5.15 China's secondary aluminum alloy inventory down by 7.53% MOM in late Jul 19
5.16 Chinese aluminum bar producers' operating rate records 47.97% in Jul 20
5.17 China's aluminum bar output down by 0.88% MOM in Jul 20
5.18 China's aluminum bar inventory down by 26.46% MOM in late Jul 21
6 Consumers' Statistics 21
6.1 China's consumption of imported bauxite up by 1.65% MOM in Jul 21
6.2 China's inventory of imported bauxite up by 8.71% YOY in late Jul 22
6.3 China's consumption of domestic bauxite up by 5.29% YOY in Jul 22
6.4 China's inventory of domestic bauxite down by 20.38% YOY in late Jul 23
6.5 Chinese primary aluminum producers' alumina consumption up by 2.83% MOM in Jul 23
6.6 Chinese primary aluminum producers' alumina inventory down by 15.99% YOY in late Jul 24
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption down by 0.12% MOM in Jul 24
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory up by 11.16% MOM in late Jul 25
7. Customs Statistics 25
7.1 China's bauxite import volume up by 22.81% YOY in Jun 25
7.2 China's alumina imports down by 68.34% YOY in Jun 26
7.3 China's anhydrous aluminum fluoride export volume down by 29.33% YOY in Jun 26
7.4 China's unwrought aluminum(Al＜99.95%) import volume rose 215.01% YoY in Jun 2023 27
7.5 China's unwrought aluminum alloy import volume decreased 25.01% YoY in Jun 2023 28
7.6 China's unwrought aluminum alloy export volume rose 21.60% YoY in Jun 2023 29
7.7 China's aluminum scrap import volume increased 30.59% YoY in Jun 2023 30
8 Relevant Industry News 30
8.1 Fluorspar price declines 30
8.2 Liquid caustic soda price hits bottom and rebounds 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 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 Alumina 98.5%min FOB Australia 31
9.2.3 Aluminum fluoride 61%min FOB China 31
9.2.4 Cast aluminum alloy ingot ADC12 CIF China 31
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 31
9.2.6 Zorba aluminum scrap 98-1 CIF China 32
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 Policy and Economy 6
2.1 China releases global reserves estimates for 13 minerals 6
2.2 China's Zhengzhou releases five-year plan for mineral resources 6
2.3 India starts AD investigation on China's aluminum frame for solar panels/modules 6
2.4 US maintains CVD orders on China's aluminum foil 6
2.5 WBMS: Global primary aluminum market has supply shortage of 165,600 tons in May 7
3 Market Movements 7
3.1 Chinese Market 7
3.1.1 Price of Chinese origin bauxite climbs 7
3.1.2 Chinese origin alumina price rises rapidly 7
3.1.3 Australian alumina price moves up 7
3.1.4 Price of Chinese aluminum fluoride declines 7
3.1.5 Aluminum hydroxide price rebounds 7
3.1.6 Demand for aluminum ingot 99.7%min weak 8
3.1.7 Chinese aluminum alloy ingot ADC12 price increases 8
3.1.8 Chinese aluminum alloy ingot A356.2 market sees weak demand 8
3.1.9 Chinese cast aluminum scrap market still sees short supply 8
3.1.10 Chinese aluminum bar 6063 TC rebounds 9
3.2 International Market 9
3.2.1 Guinean bauxite price moves up 9
3.2.2 Turkish bauxite market sees more enquiries 9
3.2.3 Australian alumina export price slides 10
3.2.4 Chinese aluminum fluoride export price declines 10
3.2.5 Demand for imported 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 market of imported Zorba aluminum scrap sees few deals 10
4 Company News 10
4.1 Jamalco Alumina production goes up in Q1 10
4.2 Grafit Mining to increase bauxite production 11
4.3 Turkey Laman Mining merges MGH Mining 11
4.4 VALCO needs US$600M to increase aluminum capacity 11
4.5 CMR cuts secondary aluminum alloy ingots production 11
4.6 Lizhong Chemical starts aluminum fluoride equipment maintenance 11
4.7 Alufer Mining reduces bauxite production 11
4.8 Nanhan Chemical increases aluminum fluoride production 11
4.9 Huaxing Aluminum obtains mining license for Sujiaji bauxite mine 11
4.10 Terra Aqua Metal reduces secondary aluminum alloy production 11
4.11 Laibin Yinhai Aluminum Alloy suspends aluminum bar production 11
4.12 Kangda Aluminum Alloy to complete maintenance of secondary aluminum alloy ingot production equipment 11
4.13 Yunnan Hongtai has 240.94ktpa aluminum capacity coming on stream 11
4.14 Zhongxin Aluminum starts preheating furnaces for second phase of secondary aluminum alloy project 11
4.15 Qiansheng Aluminum maintains secondary aluminum ingot equipment 12
4.16 Weiyue Aluminum produces aluminum bar at full capacity 12
4.17 Xinyue New Material cuts aluminum bar output 12
4.18 Zunyi Aluminum to see increase in primary aluminum production 12
4.19 Jinfoyuan Metal resumes secondary aluminum alloy ingot production 12
4.20 Dongsheng Aluminum resumes secondary aluminum alloy ingot production 12
4.21 Xinjiang East Hope increases aluminum bar production 12
4.22 Suzhou Yadelin to cut secondary aluminum alloy ingot output 12
4.23 Juming Technology builds new secondary aluminum alloy ingot project 12
4.24 Huaren New Material increases primary aluminum production 13
4.25 Lanzhou Xikailong puts aluminum bar into production 13
4.26 Yuanhao Aluminum to achieve full-capacity primary aluminum production 13
5 Producers' Statistics 13
5.1 Chinese alumina producers' operating rate up by 1.63% MOM in Jul 13
5.2 China's alumina output up by 2.99% YOY in Jul 13
5.3 Chinese aluminum fluoride producers' operating rate up by 9.13% MOM in Jul 14
5.4 China's aluminum fluoride output up by 14.46% YOY in Jul 14
5.5 China's aluminum fluoride inventory up by 47.06% YOY in late Jul 15
5.6 Chinese bauxite producers' operating rate up by 10.48% MOM in Jul 15
5.7 Chinese bauxite producers' output up by 10.89% MOM in Jul 16
5.8 Guinean bauxite producers' operating rate down by 9.77% MOM in Jul 16
5.9 Guinean bauxite producers' output up by 41.02% YOY in Jul 17
5.10 Chinese primary aluminum producers' operating rate records 83.3% in late Jul 17
5.11 China's primary aluminum output up by 2.08% MOM in Jul 17
5.12 China's primary aluminum inventory up by 1.15% MOM in late Jul 18
5.13 Chinese secondary aluminum alloy producers' operating rate records 38.79% in Jul 18
5.14 China's secondary aluminum alloy output down by 0.38% MOM in Jul 19
5.15 China's secondary aluminum alloy inventory down by 7.53% MOM in late Jul 19
5.16 Chinese aluminum bar producers' operating rate records 47.97% in Jul 20
5.17 China's aluminum bar output down by 0.88% MOM in Jul 20
5.18 China's aluminum bar inventory down by 26.46% MOM in late Jul 21
6 Consumers' Statistics 21
6.1 China's consumption of imported bauxite up by 1.65% MOM in Jul 21
6.2 China's inventory of imported bauxite up by 8.71% YOY in late Jul 22
6.3 China's consumption of domestic bauxite up by 5.29% YOY in Jul 22
6.4 China's inventory of domestic bauxite down by 20.38% YOY in late Jul 23
6.5 Chinese primary aluminum producers' alumina consumption up by 2.83% MOM in Jul 23
6.6 Chinese primary aluminum producers' alumina inventory down by 15.99% YOY in late Jul 24
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption down by 0.12% MOM in Jul 24
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory up by 11.16% MOM in late Jul 25
7. Customs Statistics 25
7.1 China's bauxite import volume up by 22.81% YOY in Jun 25
7.2 China's alumina imports down by 68.34% YOY in Jun 26
7.3 China's anhydrous aluminum fluoride export volume down by 29.33% YOY in Jun 26
7.4 China's unwrought aluminum(Al＜99.95%) import volume rose 215.01% YoY in Jun 2023 27
7.5 China's unwrought aluminum alloy import volume decreased 25.01% YoY in Jun 2023 28
7.6 China's unwrought aluminum alloy export volume rose 21.60% YoY in Jun 2023 29
7.7 China's aluminum scrap import volume increased 30.59% YoY in Jun 2023 30
8 Relevant Industry News 30
8.1 Fluorspar price declines 30
8.2 Liquid caustic soda price hits bottom and rebounds 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 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 Alumina 98.5%min FOB Australia 31
9.2.3 Aluminum fluoride 61%min FOB China 31
9.2.4 Cast aluminum alloy ingot ADC12 CIF China 31
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 31
9.2.6 Zorba aluminum scrap 98-1 CIF China 32
