Monthly Aluminum Report Aug

1 Market Highlights 3
2 Economy and Policy 3
3 Market Movements 3
3.1 Chinese Market 3
3.1.1 Chinese origin bauxite prices continue to rise 3
3.1.2 Chinese alumina prices firm 3
3.1.3 Alumina supply tight in Shanxi 4
3.1.4 Alumina prices rise in Henan 4
3.1.5 Shandong keeps exporting alumina 4
3.1.6 Alumina prices follow up in Southwest China 4
3.1.7 Aluminum hydroxide transactions slack 5
3.1.8 Aluminum fluoride prices firm 5
3.2 International Market 6
3.2.1 Monohydrate high-temperature bauxite prices go up 6
3.2.2 Australian bauxite prices edge down 6
3.2.3 Indonesian bauxite prices increase 6
3.2.4 International alumina prices surge 6
3.2.5 Chinese aluminum fluoride prices rise 7
3.2.6 LME aluminum stocks slump 7
3.2.7 Export prices for Chinese ADC12 alloy ingot rise greatly 7
4 Company News 7
4.1 Magnetic Minerals restarts bauxite production 7
4.2 Kaiman Alumina's first vessel of Australian bauxite arrives 8
4.3 Fufeng Chemicals finishes aluminum fluoride equipment maintenance 8
4.4 East Hope aims at 600,000tpm of imported bauxite 8
4.5 Huaxing Aluminum resumes alumina production 8
4.6 Chalco Henan Aluminum takes maintenance of coal gas furnace 8
4.7 Xiangjiang Wanji Aluminum to resume alumina production 8
4.8 Taixing Al & Mg to cut alumina production 8
4.9 Yunnan Shenhuo starts construction of phase I primary aluminum project 8
4.10 Yunnan Aluminum Zhaotong plant's primary aluminum project off to slow start 8
4.11 Shuaiyichi Henan's new secondary aluminum alloy production line to go into production 8
4.12 Chengdu Sigma to finish maintenance of secondary aluminum alloy production line 8
5 Producers Statistics 9
5.1 China's aluminum fluoride output up by 67.4% MOM in Aug 9
5.2 Chinese aluminum fluoride producers' inventory up by 39.7% MOM in late Aug 9
5.3 China's alumina output up by 2.4% MOM in Aug 9
5.4 Chinese alumina producers' operating rate up to 87.4% in Aug 10
5.5 China's primary aluminum output down slightly by 0.4% MOM in Aug 10
5.6 Chinese primary aluminum producers' operating rate edges down to 71.53% in Aug 10
6 Consumers Statistics 11
6.1 Chinese prebaked anode consumption down by 0.4% MOM in August 11
6.2 China's inventory of imported bauxite down by 0.8% MOM in late Aug 11
6.3 China's purchase volume of imported bauxite up by 39.3% MOM in Aug 12
7 Relevant Industry News 12
7.1 Fluorspar prices retreat 12
7.2 Caustic soda prices slip further 12
7.3 Chinese imported Zorba aluminum scrap transactions limited 12
7.4 TC for aluminum rod decreases 12
8 Market Outlook for Next Month 12
8.1 Alumina prices to hold stable 12
8.2 Aluminum fluoride prices to climb up 12
8.3 Primary aluminum prices to increase 13
8.4 ADC12 aluminum alloy ingot prices to rise 13










Graph 1 Chinese bauxite (Al:Si=5.0) Ex-VAT delivered price trend from 30/6/2018 to 31/8/2018 (RMB/t) 3
Graph 2 Chinese alumina 98.5% EXW price trend from 30/6/2018 to 31/8/2018 (RMB/t) 4
Graph 3 Alumina 98.5% EXW price trend in Shanxi from 30/6/2018 to 31/8/2018 (RMB/t) 4
Graph 4 Alumina 98.5% EXW price trend in Henan from 30/6/2018 to 31/8/2018 (RMB/t) 4
Graph 5 Alumina 98.5% EXW price trend in Shandong from 30/6/2018 to 31/8/2018 (RMB/t) 4
Graph 6 Alumina 98.5% EXW price trend in Guangxi from 30/6/2018 to 31/8/2018 (RMB/t) 4
Graph 7 Chinese aluminum hydroxide 64.5% EXW price trend from 30/6/2018 to 31/8/2018 (RMB/t) 5
Graph 8 Chinese aluminum fluoride 61% delivered price trend from 30/6/2018 to 31/8/2018 (RMB/t) 5
Graph 9 Chinese primary aluminum price trend from 30/6/2018 to 31/8/2018 (RMB/t) 5
Graph 10 2 Chinese secondary aluminum alloy ingot price trend from 30/6/2018 to 31/8/2018 (RMB/t) 6
Graph 11 Australian monohydrate bauxite 52% CIF China price trend from 30/6/2018 to 31/8/2018 (USD/t) 6
Graph 12 Indonesia bauxite 46% CIF China price trend from 30/6/2018 to 31/8/2018 (USD/t) 6
Graph 13 Chinese imported alumina 98.5%CIF price trend from 30/6/2018 to 31/8/2018 (USD/t) 6
Graph 14 Chinese aluminum fluoride 61% FOB price trend from 30/6/2018 to 31/8/2018 (USD/t) 7
Graph 15 LME aluminum spot settlement price trend from 30/6/2018 to 31/8/2018 (USD/t) 7
Graph 16 LME aluminum stocks trend from 30/6/2018 to 31/8/2018 (ton) 7
Graph 17 Chinese secondary aluminum alloy ingot FOB price trend from 1/6/2018 to 31/8/2018 (USD/t) 7
Graph 18 China's aluminum fluoride output by month (Tonne) 9
Graph 19 China's aluminum fluoride output by month and major province (Tonne) 9
Graph 20 Chinese aluminum fluoride producers' inventory by month (Tonne) 9
Graph 21 Chinese aluminum fluoride producers' inventory by month and major province (Tonne) 9
Graph 22 China's alumina output by month (KT) 9
Graph 23 China's monthly alumina output by major province (KT) 10
Graph 24 Chinese alumina producers' operating rate by month (%) 10
Graph 25 Chinese alumina producers' operating rate by month and province (%) 10
Graph 29 Chinese primary aluminum producers' operating rate by month and region (%) 11
Graph 30 Chinese prebaked anode consumption by month (Tonne) 11
Graph 31 Chinese prebaked anode consumption by major regions by month (Tonne) 11
Graph 32 China's inventory of imported bauxite by month (KT) 11
Graph 33 China's purchase volume of imported bauxite by month (KT) 12
Graph 34 Chinese fluorspar 97% delivered price trend from 30/6/2018 to 31/8/2018 (RMB/t) 12
Graph 35 Chinese caustic soda 32% 100% consistency price trend from 30/6/2018 to 31/8/2018 (RMB/t) 12

.Asian Metal Copyright3 Primary aluminum prices to increase 13 8Asian Metal Copyright