Monthly Fused Alumina Market Report Nov 2017

Contents

1. Market Highlights 3
2. Company News 3
2.1 Shanxian Jintai Fused Alumina resumes white fused alumina production 3
2.2 Tiantong Mining resumes dense fused alumina production 3
2.3 Taibeilier plans to increase 100,000tpy of tabular alumina capacity 3
2.4 Sanhuan Abrasive Materials reduces brown fused alumina output in November 3
2.5 Yichuan Dongfeng Abrasives decreases brown fused alumina output 3
2.6 Dengfeng Ant Abrasive halts brown fused alumina production 3
3 International Market 3
3.1 Export supply of Chinese brown fused alumina tight 3
3.2 Export market still sees limited transactions of Chinese white fused alumina in spite of decreasing prices 4
4. Chinese Market 4
4.1 Brown fused alumina prices up further with severely tight supply 4
4.1.1 Tight supply of bauxite supports increasing prices 4
4.1.2 Brown fused alumina plants frequently suspend production in Henan 4
4.1.3 High operating rate of brown fused alumina in Guizhou 4
4.2 Prices for white fused alumina continuously decline 4
5．Fused alumina output in November 5
5.1 China's brown fused alumina natural lump output up by 8.3% MOM in November 5
5.2 China's white fused alumina output up by 14% MOM in November 2017 5
6. Customs Statistics 6
6.1 China's brown fused alumina exports down by 25.6% MOM in October 6
6.2 China's brown fused alumina exports to Japan down by 35.1% MOM in October 6
6.3 Top 10 Chinese brown fused alumina exporters in October 8
6.4 Top 10 Chinese white fused alumina exporters in October 8
7. Relevant Industry News 8
7.1 Prices for graphite electrode edge down 8
7.2 Chinese alumina prices down 9
8. Market Outlook for Next Month 9


Graph 1 Chinese export prices for brown fused alumina 95%min1-3mm from Oct to Sep 2017 (USD/t FOB) 3
Graph 2 Chinese export prices for white fused alumina 99%min 1-3mm segment sands from Oct to Nov 2017 (USD/t FOB) 4
Graph 3 Chinese prices for brown fused alumina 95%min 1-3mm segment sands from Oct to Nov 2017 (RMB/t) 4
Graph 4 Chinese prices for white fused alumina 99%min 1-3mm segment sands from Oct to Nov 2017 (RMB/t) 5
Graph 5 China's brown fused alumina natural lump output from Jan 2016 to Nov 2017 (10kt) 5
Graph 6 Average operating rate of brown fused alumina natural lump producers in Henan, Shanxi and Guizhou from Jan 2016 to Nov 2017 (10kt) 5
Graph 7 China's white fused alumina output by month from Jan 2016 to Nov 2017 (10kt) 5
Graph 8 China's monthly white fused alumina output by region from Jan 2016 to Nov 2017 6
Graph 9 China's brown fused alumina exports by month from Jan 2016 to Oct 2017 (ton) 6
Graph 10 Major importers and imports of Chinese brown fused alumina from Jan 2016 to Oct 2017 6
Graph 11 Price trend of universal power graphite electrode 400mm from Oct to Nov 2017 9
Graph 12 Price trend of high power graphite electrode 400mm from Oct to Nov 2017 9
Graph 13 Alumina prices in Henan from Oct to Nov 2017 (RMB/t) 9
Graph 14 Australia-imported alumina prices from Oct to Nov 2017 9

Table 1 China's brown fused alumina exports by destination in Oct 2017 6
Table 2 China's artificial fused alumina exports by destination in Sep 2017 7
Table 3 Top 10 Chinese brown fused alumina exporters in October 2017 8
Table 4 Top 10 Chinese white fused alumina exporters in October 2017 8
Table 5 China's brown fused alumina exporters in Oct 2017 9


.Asian Metal Copyright3% MOM in November 5 5Asian Metal Copyright