Monthly Aluminum Market Report Nov 2023
2023-12-14 17:40:10 【Print】
The following is a brief synopsis of the report. Your access is restricted as it is a subscription based service.
Please contact us for a subscription.
Please contact us for a subscription.
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 Kazakhstan extends export ban on scrap metals another six months 5
2.2 Germany's aluminum production falls in Q3, industry facing challenges 5
2.3 WBMS: Global refined aluminum market in short supply of 14,900 tons in Sep 5
2.4 Lvliang asks key industries to limit production till Mar 2024 5
2.5 GCC launches AD investigation on China's aluminum alloy flat products 5
2.6 China launches third round of central environmental inspections 5
2.7 OPEC+ Ministerial Meeting postponed 5
2.8 New bauxite mining claim staked in Guizhou 5
3 Market Movements 6
3.1 Chinese Market 6
3.1.1 Price of Chinese origin bauxite moves up 6
3.1.2 Chinese origin alumina price drops 6
3.1.3 Australian alumina price falls 6
3.1.4 Price of Chinese aluminum fluoride declines 6
3.1.5 Aluminum hydroxide price declines 6
3.1.6 Price of aluminum ingot 99.7%min falls 6
3.1.7 Chinese aluminum alloy ingot ADC12 sees recovering deals 7
3.1.8 Chinese aluminum alloy ingot A356.2 market sees active trading activities 7
3.1.9 Chinese cast aluminum scrap market sees short supply 7
3.1.10 Chinese aluminum bar 6063 market sees brisk deals 8
3.2 International Market 8
3.2.1 Price of Guinean bauxite moves up 8
3.2.2 Export price of Australia alumina falls sharply 8
3.2.4 Chinese aluminum fluoride export price slides 9
3.2.5 Average price of imported cast aluminum alloy ingot moves up 9
3.2.6 Chinese aluminum alloy ingot ADC12 export market sees few deals 9
3.2.7 Chinese market sees rare deals for imported Zorba aluminum scrap 9
4 Company News 9
4.1 Ashapura (Guinea) to launch Boke bauxite project 9
4.2 SeAl & Co to expand secondary aluminum alloys production capacity 10
4.3 Grafit Mining suspends bauxite production 10
4.4 SOREX plans to launch bauxite production 10
4.5 Yixiang Aluminum restarts normal alumina production 10
4.6 Dynamic Mining to finish bauxite project road construction 10
4.7 Xingxiang Fluoride to increase production 10
4.8 Montenegro UMD to produce around 800,000t of bauxite in 2023 10
4.9 Nigeria TAM starts secondary aluminum alloys equipment maintenance 10
4.10 Ghana GBC restarts normal bauxite production 10
4.11 Jimusaer Southeast Aluminum resumes aluminum bar production 10
4.12 Kailong New Materials puts new aluminum bar equipment into operation 10
4.13 North United Aluminum suspends aluminum bar production 11
4.14 Yunnan Shenhuo Aluminum reduces primary aluminum production 11
4.15 Zhongxin Aluminum overhauls secondary aluminum alloy production equipment 11
4.16 Suzhou Yadelin to raise secondary aluminum alloy ingot output 11
4.17 SPIC Inner Mongolia Baiyinhua increases primary aluminum production 11
4.18 Yongchuang Alloy cuts secondary aluminum alloy ingot output 11
4.19 Lianchuang Aluminum suspends secondary aluminum alloy ingot production 11
4.20 Yunnan Qiya cuts primary aluminum production 11
4.21 Laibin Yinhai Aluminum Alloy raises aluminum bar output 11
5 Producers Statistics 12
5.1 Chinese alumina producers' operating rate up by 12.79% YOY in Nov 12
5.2 China's alumina output up by 14.74% YOY in Nov 12
5.3 Chinese aluminum fluoride producers' operating rate up by 15.21% MOM in Nov 12
5.4 China's aluminum fluoride output up by 14.09% YOY in Nov 13
5.5 China's aluminum fluoride inventory up by 530.43% MOM in late Nov 13
5.6 Chinese bauxite producers' operating rate down by 3.64% MOM in Nov 14
5.7 Chinese bauxite producers' output down by 6.56% MOM in Nov 14
5.8 Guinean bauxite producers' operating rate up by 3.99% MOM in Nov 15
5.9 Guinean bauxite producers' output up by 5.04% YOY in Nov 15
5.10 Chinese primary aluminum producers' operating rate records 85.94% in late Nov 15
5.11 China's primary aluminum output down by 0.54% MOM in Nov 16
5.12 China's primary aluminum inventory down by 31.58% MOM in late Nov 16
5.13 Chinese secondary aluminum alloy producers' operating rate records 44.38% in Nov 17
5.14 China's secondary aluminum alloy output up by about 1.15% MOM in Nov 17
5.15 China's secondary aluminum alloy inventory down by 11.52% MOM in late Nov 18
5.16 Chinese aluminum bar producers' operating rate records 51.3% in Nov 18
5.17 China's aluminum bar output down by 0.87% MOM in Nov 19
5.18 China's aluminum bar inventory down by 26.79% MOM in late Nov 19
6 Consumers Statistics 20
6.1 China's consumption of imported bauxite up by 9.30% YOY in Nov 20
6.2 China's inventory of imported bauxite up by 4.46% YOY in late Nov 20
6.3 China's consumption of domestic bauxite up by 9.36% YOY in Nov 21
6.4 China's inventory of domestic bauxite down by 4.26% MOM in late Nov 21
7. Customs Statistics 22
7.1 China's bauxite import volume up by 23.97% YOY in Oct 22
7.2 China's alumina imports down by 48.28% MOM in Oct 22
7.3 China's anhydrous aluminum fluoride export volume down by 6.76% MOM in Oct 23
7.4 China's unwrought aluminum(Al＜99.95%) import volume rose 221.17% YoY in Oct 2023 23
7.5 China's unwrought aluminum alloy import volume increased 17.50% MoM in Oct 2023 24
7.6 China's unwrought aluminum alloy export volume declined 45.14% MoM in Oct 2023 25
7.7 China's aluminum scrap import volume up by about 5% MOM in Oct 26
8 Relevant Industry News 26
8.1 Fluorspar price declines 26
8.2 Liquid caustic soda price moves down 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 27
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 27
9.2.2 Alumina 98.5%min FOB Australia 27
9.2.3 Aluminum fluoride 61%min FOB China 27
9.2.4 Cast aluminum alloy ingot ADC12 CIF China 27
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 27
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 Kazakhstan extends export ban on scrap metals another six months 5
2.2 Germany's aluminum production falls in Q3, industry facing challenges 5
2.3 WBMS: Global refined aluminum market in short supply of 14,900 tons in Sep 5
2.4 Lvliang asks key industries to limit production till Mar 2024 5
2.5 GCC launches AD investigation on China's aluminum alloy flat products 5
2.6 China launches third round of central environmental inspections 5
2.7 OPEC+ Ministerial Meeting postponed 5
2.8 New bauxite mining claim staked in Guizhou 5
3 Market Movements 6
3.1 Chinese Market 6
3.1.1 Price of Chinese origin bauxite moves up 6
3.1.2 Chinese origin alumina price drops 6
3.1.3 Australian alumina price falls 6
3.1.4 Price of Chinese aluminum fluoride declines 6
3.1.5 Aluminum hydroxide price declines 6
3.1.6 Price of aluminum ingot 99.7%min falls 6
3.1.7 Chinese aluminum alloy ingot ADC12 sees recovering deals 7
3.1.8 Chinese aluminum alloy ingot A356.2 market sees active trading activities 7
3.1.9 Chinese cast aluminum scrap market sees short supply 7
3.1.10 Chinese aluminum bar 6063 market sees brisk deals 8
3.2 International Market 8
3.2.1 Price of Guinean bauxite moves up 8
3.2.2 Export price of Australia alumina falls sharply 8
3.2.4 Chinese aluminum fluoride export price slides 9
3.2.5 Average price of imported cast aluminum alloy ingot moves up 9
3.2.6 Chinese aluminum alloy ingot ADC12 export market sees few deals 9
3.2.7 Chinese market sees rare deals for imported Zorba aluminum scrap 9
4 Company News 9
4.1 Ashapura (Guinea) to launch Boke bauxite project 9
4.2 SeAl & Co to expand secondary aluminum alloys production capacity 10
4.3 Grafit Mining suspends bauxite production 10
4.4 SOREX plans to launch bauxite production 10
4.5 Yixiang Aluminum restarts normal alumina production 10
4.6 Dynamic Mining to finish bauxite project road construction 10
4.7 Xingxiang Fluoride to increase production 10
4.8 Montenegro UMD to produce around 800,000t of bauxite in 2023 10
4.9 Nigeria TAM starts secondary aluminum alloys equipment maintenance 10
4.10 Ghana GBC restarts normal bauxite production 10
4.11 Jimusaer Southeast Aluminum resumes aluminum bar production 10
4.12 Kailong New Materials puts new aluminum bar equipment into operation 10
4.13 North United Aluminum suspends aluminum bar production 11
4.14 Yunnan Shenhuo Aluminum reduces primary aluminum production 11
4.15 Zhongxin Aluminum overhauls secondary aluminum alloy production equipment 11
4.16 Suzhou Yadelin to raise secondary aluminum alloy ingot output 11
4.17 SPIC Inner Mongolia Baiyinhua increases primary aluminum production 11
4.18 Yongchuang Alloy cuts secondary aluminum alloy ingot output 11
4.19 Lianchuang Aluminum suspends secondary aluminum alloy ingot production 11
4.20 Yunnan Qiya cuts primary aluminum production 11
4.21 Laibin Yinhai Aluminum Alloy raises aluminum bar output 11
5 Producers Statistics 12
5.1 Chinese alumina producers' operating rate up by 12.79% YOY in Nov 12
5.2 China's alumina output up by 14.74% YOY in Nov 12
5.3 Chinese aluminum fluoride producers' operating rate up by 15.21% MOM in Nov 12
5.4 China's aluminum fluoride output up by 14.09% YOY in Nov 13
5.5 China's aluminum fluoride inventory up by 530.43% MOM in late Nov 13
5.6 Chinese bauxite producers' operating rate down by 3.64% MOM in Nov 14
5.7 Chinese bauxite producers' output down by 6.56% MOM in Nov 14
5.8 Guinean bauxite producers' operating rate up by 3.99% MOM in Nov 15
5.9 Guinean bauxite producers' output up by 5.04% YOY in Nov 15
5.10 Chinese primary aluminum producers' operating rate records 85.94% in late Nov 15
5.11 China's primary aluminum output down by 0.54% MOM in Nov 16
5.12 China's primary aluminum inventory down by 31.58% MOM in late Nov 16
5.13 Chinese secondary aluminum alloy producers' operating rate records 44.38% in Nov 17
5.14 China's secondary aluminum alloy output up by about 1.15% MOM in Nov 17
5.15 China's secondary aluminum alloy inventory down by 11.52% MOM in late Nov 18
5.16 Chinese aluminum bar producers' operating rate records 51.3% in Nov 18
5.17 China's aluminum bar output down by 0.87% MOM in Nov 19
5.18 China's aluminum bar inventory down by 26.79% MOM in late Nov 19
6 Consumers Statistics 20
6.1 China's consumption of imported bauxite up by 9.30% YOY in Nov 20
6.2 China's inventory of imported bauxite up by 4.46% YOY in late Nov 20
6.3 China's consumption of domestic bauxite up by 9.36% YOY in Nov 21
6.4 China's inventory of domestic bauxite down by 4.26% MOM in late Nov 21
7. Customs Statistics 22
7.1 China's bauxite import volume up by 23.97% YOY in Oct 22
7.2 China's alumina imports down by 48.28% MOM in Oct 22
7.3 China's anhydrous aluminum fluoride export volume down by 6.76% MOM in Oct 23
7.4 China's unwrought aluminum(Al＜99.95%) import volume rose 221.17% YoY in Oct 2023 23
7.5 China's unwrought aluminum alloy import volume increased 17.50% MoM in Oct 2023 24
7.6 China's unwrought aluminum alloy export volume declined 45.14% MoM in Oct 2023 25
7.7 China's aluminum scrap import volume up by about 5% MOM in Oct 26
8 Relevant Industry News 26
8.1 Fluorspar price declines 26
8.2 Liquid caustic soda price moves down 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 27
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 27
9.2.2 Alumina 98.5%min FOB Australia 27
9.2.3 Aluminum fluoride 61%min FOB China 27
9.2.4 Cast aluminum alloy ingot ADC12 CIF China 27
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 27
9.2.6 Zorba aluminum scrap 98-1 CIF China 28
