Monthly Aluminum Market Report Aug 2023
2023-09-14 17:52:55 【Print】
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1 Market Highlights 5
1.1 Chinese origin bauxite 5
1.2 Imported bauxite 5
1.3 Alumina 5
1.4 Aluminum fluoride 5
1.5 Primary aluminum 5
1.6 Secondary aluminum alloy ingot 5
1.7 Aluminum bar 5
2 Policy and Economy 5
2.1 Global alumina production increases in Q2 q-o-q 5
2.2 Iran produces 218,000t of aluminum ingot in 4 months 5
2.3 WBMS: Global primary aluminum market has supply shortage of 21,500t in Jun 5
3 Market Movements 5
3.1 Chinese Market 5
3.1.1 Price of Chinese origin bauxite moves up 5
3.1.2 Chinese origin alumina price soars 5
3.1.3 Australian alumina price surges 6
3.1.4 Price of Chinese aluminum fluoride rebounds 6
3.1.5 Aluminum hydroxide price moves up 6
3.1.6 Price of aluminum ingot 99.7%min rises 6
3.1.7 Chinese aluminum alloy ingot ADC12 price increases 6
3.1.8 Demand for Chinese aluminum alloy ingot A356.2 recovers 7
3.1.9 Chinese cast aluminum scrap market still sees short supply 7
3.1.10 Chinese aluminum bar 6063 TC declines 8
3.2 International Market 8
3.2.1 Guinean bauxite price edges up 8
3.2.2 Turkish bauxite market sees more trading volumes 8
3.2.3 Australian alumina export price surges 8
3.2.4 Chinese aluminum fluoride export price rebounds 8
3.2.5 Prices for imported cast aluminum alloy ingot declines 9
3.2.6 Chinese aluminum alloy ingot ADC12 export market sees few deals 9
3.2.7 Chinese consumers of imported Zorba aluminum scrap wait on sidelines 9
4 Company News 9
4.1 Amissa reduces secondary aluminum alloy ingots production 9
4.2 Indigenes Mining invites investors for bauxite development 9
4.3 Kexin Chemical to start the first stage aluminum fluoride project construction 9
4.4 Rio Tinto's bauxite output falls, aluminum output rises in H1 2023 y-o-y 10
4.5 CSK Mining to load the first vessel of bauxite exporting to China 10
4.6 Rusal's Aluminium Sales in Asia and Europe Remain Strong in Year's Opening Half 10
4.7 Fluorsid restarts normal aluminum fluoride production in Norway 10
4.8 Lao Bauxite Development's first vessel of bauxite arrives China 10
4.9 Noranda Alumina restarts bauxite exports to China 10
4.10 Ashapura's bauxite production volume to slip in Guinea 10
4.11 Anhui Shuaiyichi to put phase two project into operation 10
4.12 Wenshan Aluminum resumes full production of primary aluminum 10
4.13 Yunnan Shenhuo Aluminum to reach full production of primary aluminum 10
4.14 Laibin Yinhai Aluminum Alloy resumes aluminum bar production 11
4.15 Jimusaer Southeast Aluminum upgrades aluminum bar production equipment 11
4.16 Yongchuang Alloy to increase secondary aluminum alloy ingot production 11
4.17 Kailong New Materials to increase aluminum bar production 11
4.18 Qiansheng Aluminum to resume secondary aluminum alloy ingot production 11
4.19 Jinfoyuan Metal resumes secondary aluminum alloy ingot production 11
4.20 Laibin Yinhai Aluminum achieves full production of primary aluminum 11
4.21 East Hope Baotou increases aluminum bar production 11
4.22 Gaobang Aluminum puts aluminum bar into production 11
4.23 Yuxin Aluminum produces primary aluminum at full capacity 12
5 Producers Statistics 12
5.1 Chinese alumina producers' operating rate down by 2.11% YOY in Aug 12
5.2 China's alumina output up by 3.44% YOY in Aug 12
5.3 Chinese aluminum fluoride producers' operating rate down by 13.52% MOM in Aug 13
5.4 China's aluminum fluoride output down by 13.50% MOM in Aug 13
5.5 China's aluminum fluoride inventory down by 34% MOM in late Aug 14
5.6 Chinese bauxite producers' operating rate down by 4.81% YOY in Aug 14
5.7 Chinese bauxite producers' output down by 7.72% YOY in Aug 15
5.8 Guinean bauxite producers' operating rate down by 13.49% MOM in Aug 15
5.9 Guinean bauxite producers' output up by 41.47% YOY in Aug 15
5.10 Chinese primary aluminum producers' operating rate records 84.7% in late Aug 16
5.11 China's primary aluminum output up by 1.49% MOM in Aug 16
5.12 China's primary aluminum inventory down by 18.48% MOM in late Aug 17
5.13 Chinese secondary aluminum alloy producers' operating rate records 41.02% in Aug 17
5.14 China's secondary aluminum alloy output up by 4.44% MOM in Aug 18
5.15 China's secondary aluminum alloy inventory up by 19.02% MOM in late Aug 18
5.16 Chinese aluminum bar producers' operating rate records 53.27% in Aug 19
5.17 China's aluminum bar output up by 10.29% MOM in Aug 19
5.18 China's aluminum bar inventory up by 34.8% MOM in late Aug 20
6 Consumers Statistics 20
6.1 China's consumption of imported bauxite down by 1.03% MOM in Aug 20
6.2 China's inventory of imported bauxite down by 4.50% MOM in late Aug 21
6.3 China's consumption of domestic bauxite down by 3.45% YOY in Aug 21
6.4 China's inventory of domestic bauxite down by 28.86% YOY in late Aug 22
7. Customs Statistics 22
7.1 China's bauxite import volume up by 20.13% YOY in Jul 22
7.2 China's alumina imports up by 117.81% MOM in Jul 23
7.3 China's anhydrous aluminum fluoride export volume down by 52.73% MOM in Jul 23
7.4 China's unwrought aluminum(Al＜99.95%) import volume grew 128.73% YoY in Jul 2023 24
7.5 China's unwrought aluminum alloy import volume fell 19.38% YoY in Jul 2023 25
7.6 China's unwrought aluminum alloy export volume increased 12.92% MoM in Jul 2023 26
8 Relevant Industry News 27
8.1 Fluorspar price increases 27
8.2 Liquid caustic soda price soars 27
9 Market Outlook for Next Month 27
9.1 Chinese market 27
9.1.1 Bauxite Al/Si=5.0 delivered China 27
9.1.2 Alumina 98.5%min EXW China 27
9.1.3 Australian alumina 98.5%min delivered at Chinese ports 27
9.1.4 Aluminum fluoride 61%min EXW China 27
9.1.5 Aluminum hydroxide 64.5%min EXW China 27
9.1.6 Fluorspar dry powder 97%min delivered China 27
9.1.7 Liquid caustic soda 32%min delivered China 27
9.1.8 Aluminum ingot 99.7%min 27
9.1.9 Cast aluminum alloy ingot ADC12 EXW China 27
9.1.10 Aluminum bar 6063 φ120mm EXW in warehouse 27
9.1.11 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 27
9.2 International Market 28
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 28
9.2.2 Alumina 98.5%min FOB Australia 28
9.2.3 Aluminum fluoride 61%min FOB China 28
9.2.4 Cast aluminum alloy ingot ADC12 CIF China 28
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 28
9.2.6 Zorba aluminum scrap 98-1 CIF China 28
1.1 Chinese origin bauxite 5
1.2 Imported bauxite 5
1.3 Alumina 5
1.4 Aluminum fluoride 5
1.5 Primary aluminum 5
1.6 Secondary aluminum alloy ingot 5
1.7 Aluminum bar 5
2 Policy and Economy 5
2.1 Global alumina production increases in Q2 q-o-q 5
2.2 Iran produces 218,000t of aluminum ingot in 4 months 5
2.3 WBMS: Global primary aluminum market has supply shortage of 21,500t in Jun 5
3 Market Movements 5
3.1 Chinese Market 5
3.1.1 Price of Chinese origin bauxite moves up 5
3.1.2 Chinese origin alumina price soars 5
3.1.3 Australian alumina price surges 6
3.1.4 Price of Chinese aluminum fluoride rebounds 6
3.1.5 Aluminum hydroxide price moves up 6
3.1.6 Price of aluminum ingot 99.7%min rises 6
3.1.7 Chinese aluminum alloy ingot ADC12 price increases 6
3.1.8 Demand for Chinese aluminum alloy ingot A356.2 recovers 7
3.1.9 Chinese cast aluminum scrap market still sees short supply 7
3.1.10 Chinese aluminum bar 6063 TC declines 8
3.2 International Market 8
3.2.1 Guinean bauxite price edges up 8
3.2.2 Turkish bauxite market sees more trading volumes 8
3.2.3 Australian alumina export price surges 8
3.2.4 Chinese aluminum fluoride export price rebounds 8
3.2.5 Prices for imported cast aluminum alloy ingot declines 9
3.2.6 Chinese aluminum alloy ingot ADC12 export market sees few deals 9
3.2.7 Chinese consumers of imported Zorba aluminum scrap wait on sidelines 9
4 Company News 9
4.1 Amissa reduces secondary aluminum alloy ingots production 9
4.2 Indigenes Mining invites investors for bauxite development 9
4.3 Kexin Chemical to start the first stage aluminum fluoride project construction 9
4.4 Rio Tinto's bauxite output falls, aluminum output rises in H1 2023 y-o-y 10
4.5 CSK Mining to load the first vessel of bauxite exporting to China 10
4.6 Rusal's Aluminium Sales in Asia and Europe Remain Strong in Year's Opening Half 10
4.7 Fluorsid restarts normal aluminum fluoride production in Norway 10
4.8 Lao Bauxite Development's first vessel of bauxite arrives China 10
4.9 Noranda Alumina restarts bauxite exports to China 10
4.10 Ashapura's bauxite production volume to slip in Guinea 10
4.11 Anhui Shuaiyichi to put phase two project into operation 10
4.12 Wenshan Aluminum resumes full production of primary aluminum 10
4.13 Yunnan Shenhuo Aluminum to reach full production of primary aluminum 10
4.14 Laibin Yinhai Aluminum Alloy resumes aluminum bar production 11
4.15 Jimusaer Southeast Aluminum upgrades aluminum bar production equipment 11
4.16 Yongchuang Alloy to increase secondary aluminum alloy ingot production 11
4.17 Kailong New Materials to increase aluminum bar production 11
4.18 Qiansheng Aluminum to resume secondary aluminum alloy ingot production 11
4.19 Jinfoyuan Metal resumes secondary aluminum alloy ingot production 11
4.20 Laibin Yinhai Aluminum achieves full production of primary aluminum 11
4.21 East Hope Baotou increases aluminum bar production 11
4.22 Gaobang Aluminum puts aluminum bar into production 11
4.23 Yuxin Aluminum produces primary aluminum at full capacity 12
5 Producers Statistics 12
5.1 Chinese alumina producers' operating rate down by 2.11% YOY in Aug 12
5.2 China's alumina output up by 3.44% YOY in Aug 12
5.3 Chinese aluminum fluoride producers' operating rate down by 13.52% MOM in Aug 13
5.4 China's aluminum fluoride output down by 13.50% MOM in Aug 13
5.5 China's aluminum fluoride inventory down by 34% MOM in late Aug 14
5.6 Chinese bauxite producers' operating rate down by 4.81% YOY in Aug 14
5.7 Chinese bauxite producers' output down by 7.72% YOY in Aug 15
5.8 Guinean bauxite producers' operating rate down by 13.49% MOM in Aug 15
5.9 Guinean bauxite producers' output up by 41.47% YOY in Aug 15
5.10 Chinese primary aluminum producers' operating rate records 84.7% in late Aug 16
5.11 China's primary aluminum output up by 1.49% MOM in Aug 16
5.12 China's primary aluminum inventory down by 18.48% MOM in late Aug 17
5.13 Chinese secondary aluminum alloy producers' operating rate records 41.02% in Aug 17
5.14 China's secondary aluminum alloy output up by 4.44% MOM in Aug 18
5.15 China's secondary aluminum alloy inventory up by 19.02% MOM in late Aug 18
5.16 Chinese aluminum bar producers' operating rate records 53.27% in Aug 19
5.17 China's aluminum bar output up by 10.29% MOM in Aug 19
5.18 China's aluminum bar inventory up by 34.8% MOM in late Aug 20
6 Consumers Statistics 20
6.1 China's consumption of imported bauxite down by 1.03% MOM in Aug 20
6.2 China's inventory of imported bauxite down by 4.50% MOM in late Aug 21
6.3 China's consumption of domestic bauxite down by 3.45% YOY in Aug 21
6.4 China's inventory of domestic bauxite down by 28.86% YOY in late Aug 22
7. Customs Statistics 22
7.1 China's bauxite import volume up by 20.13% YOY in Jul 22
7.2 China's alumina imports up by 117.81% MOM in Jul 23
7.3 China's anhydrous aluminum fluoride export volume down by 52.73% MOM in Jul 23
7.4 China's unwrought aluminum(Al＜99.95%) import volume grew 128.73% YoY in Jul 2023 24
7.5 China's unwrought aluminum alloy import volume fell 19.38% YoY in Jul 2023 25
7.6 China's unwrought aluminum alloy export volume increased 12.92% MoM in Jul 2023 26
8 Relevant Industry News 27
8.1 Fluorspar price increases 27
8.2 Liquid caustic soda price soars 27
9 Market Outlook for Next Month 27
9.1 Chinese market 27
9.1.1 Bauxite Al/Si=5.0 delivered China 27
9.1.2 Alumina 98.5%min EXW China 27
9.1.3 Australian alumina 98.5%min delivered at Chinese ports 27
9.1.4 Aluminum fluoride 61%min EXW China 27
9.1.5 Aluminum hydroxide 64.5%min EXW China 27
9.1.6 Fluorspar dry powder 97%min delivered China 27
9.1.7 Liquid caustic soda 32%min delivered China 27
9.1.8 Aluminum ingot 99.7%min 27
9.1.9 Cast aluminum alloy ingot ADC12 EXW China 27
9.1.10 Aluminum bar 6063 φ120mm EXW in warehouse 27
9.1.11 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 27
9.2 International Market 28
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 28
9.2.2 Alumina 98.5%min FOB Australia 28
9.2.3 Aluminum fluoride 61%min FOB China 28
9.2.4 Cast aluminum alloy ingot ADC12 CIF China 28
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 28
9.2.6 Zorba aluminum scrap 98-1 CIF China 28
