Aluminum market report July 2013
2013-08-16 08:49:37 【Print】
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Abstract 1
1.1 Domestic financial overview 1
1.1 . 1 CPI up by 2 . 7% and PPI down by 2.7% YOY in June 1
1.1 . 2 PMI up slightly by 50.3% in July 2
1.2 International financial overview 3
1.2.1 Crude oil prices up with turbulent political scene in Egypt 3
1.2.2 US dollar index fell back 4
1.2.3 Nonferrous metals prices hovered at lowest level and to rebound soon 4
2 Company news 5
2.1 International company news 5
2.2 Chinese domestic company news 6
3 Chinese domestic market review 8
3.1 Aluminum ingot market 8
3.1.1 Aluminum ingot price down to record low 8
3.1.2 Purchase from downstream plants decreases 9
3.2 Alumina market 9
3.2.1 Chinese alumina price remains low 9
3.3 Aluminum alloy 10
3.3.1 Secondary aluminum alloy price gets down 10
3.3.2 Secondary aluminum alloy piles up in warehouses 11
3.4 Carbon anode 11
3.4.1 Carbon anode price remains at low level 11
3.4.2 Carbon cathode market stable 12
4 International market review 12
4.1 LME aluminum price down to record low 12
4.2 LME aluminum inventories surge again 13
4.3 Pressure on Chinese secondary aluminum alloy export price not relieved 14
4.4 Sluggish Chinese alumina market weighs on bauxite import market 14
4.5 Australian alumina market keeps sluggish 15
4.6 Limited room for aluminum fluoride export price to fall 16
5 Related industry development 17
5.1 Petroleum coke price firm 17
5.2 Aluminum fluoride market stable 17
5.3 Aluminum hydroxide price dropped slightly due to soft demand 18
5.4 Aluminum scrap price stands firm 18
6 Production data 19
6.1 Primary aluminum 19
6.1.1 Chinese primary aluminum production increases to some extent in July 19
6.1.2 Smelters apply for subsidy to avoid production cut 20
6.2 Aluminum alloy 20
6.2 . 1 Operating rate of Chinese secondary aluminum alloy plants down to 52.06% in July 20
6.2 . 3 Chinese motors sales up by 13. 97% YOY in June 21
6.3 Alumina 21
6.3 . 1 Chinese alumina production up by 0.74% MOM in July 21
6.3.2 Statistics of alumina stocks in June 23
6.4 Aluminum fluoride 24
6.4 . 1 Chinese aluminum fluoride output down by 18.5% in July MOM 24
6.4.2 Statistics of aluminum fluoride stocks in June 25
6.5 Carbon anode 25
6.5 . 1 Chinese commercial carbon anode output slightly down by 0.25% in July MOM 25
6.5.2 Statistics of carbon anode stocks in June 26
7 Import & Export data analysis 27
7.1 Bauxite 27
7.1 . 1 Chinese bauxite import up by 29.75% YOY Jan-Jun 27
7.2 Alumina 30
7.2.1 Chinese alumina import down by 55% MOM in June 30
7.2.2 Chinese alumina import enterprises glance 30
7.3 Aluminum alloy 31
7.3 . 1 Chinese aluminum alloy export down by 2. 37% YOY in June 31
7.3.2 Chinese top ten aluminum alloy exporters in June 2013 32
7.4 Aluminum scrap 32
7.4 . 1 Chinese aluminum scraps import down by 11.42% YOY in June 32
7.4.2 Chinese top ten aluminum scrap importers in June 2013 33
7.5 Chinese aluminum semi-products exports down by 1.5% YOY in June 34
7.6 Aluminum fluoride 35
7.6 . 1 Chinese June aluminum fluoride export up by 33.78% MOM 35
7.7 Chinese carbon anode export volume up by 19.45% MOM in June 36
8 Outlook for November 37
8.1 Aluminum ingot price may keep going softly with demand poor 37
8.2 Alumina price may stay in low levels due to sluggish aluminum market 37
8.3 Carbon anode price remains low 37
8.4 Aluminum fluoride price stable 37
Picture& Table Column
Picture 1 CPI and PPI in China during 2011-2013 2
Picture 2 Chinese PMI in 2011-2013 3
Picture 3 Crude oil prices of US in June 3
Picture 4 US dollar index trend 4
Picture 5 Aluminum Ingot price in Chinese market (RMB/t) 8
Picture 6 Chinese origin alumina price movement Jan-Jul, 2013 (RMB/t) 10
Picture 7 Chinese ADC12 aluminum alloy price movement in Jul 10
Picture 8 Chinese A356 aluminum alloy price movement in Apr 11
Picture 9 LME aluminum cash price chart (USD/t) 13
Picture 10 LME aluminum inventories (tons) 13
Picture 11 Australian origin alumina price movement Jan-Jul, 2013 (USD/t) 15
Picture 12 Australian origin alumina CIF China price movement Jan-Jul, 2013 (USD/t) 16
Picture 13 Aluminum fluoride FOB price movement in July (USD/t) 16
Picture 14 Aluminum fluoride price movement in July (RMB/t) 17
Picture 15 Aluminum hydroxide price movement Jul, 2012-Jun, 2013 (RMB/t) 18
Picture 16 Chinese motors sales in 2012 and 2013 (Unit: 10,000) 21
Picture 17 China’s alumina production in 2013 (10,000t) 22
Picture 18 Alumina consumption by region in Jun, 2013 (10,000t) 23
Picture 19 Aluminum fluoride output Jan- Jul 25
Picture 20 Aluminum fluoride consumption by region in June 25
Picture 21 Chinese carbon anode output Jan-Jul 26
Picture 22 Carbon anode consumption by region in June 27
Picture 23 Chinese alumina import Jan-Jun, 2013 (10,000t) 30
Picture 24 Chinese aluminum alloy export in 2012 and 2013 31
Picture 25 Chinese aluminum scraps import in 2012 and 2013 33
Picture 26 Chinese aluminum semi-products exports 34
Picture 27 Chinese aluminum fluoride export Jan-Jun 35
Picture 28 Carbon anode export price in June 36
Table 1 Chinese Carbon anode price by region on 31 Jul 12
Table 2 Output of primary aluminum in Chinese major producing areas in July (Unit: 10,000t) 19
Table 3 Operating rate of Chinese main secondary aluminum alloy plants in July 20
Table 4 Chinese bauxite import in June 29
Table 5 Chinese bauxite importers in June 29
Table 6 Top3 Chinese alumina import companies in June, 2013 30
Table 7 Chinese top ten aluminum alloy exporters in June, 2013 32
Table 8 Chinese top ten aluminum scrap importers in June, 2013 33
Table 9 Main carbon anode exporters in June 36
1.1 Domestic financial overview 1
1.1 . 1 CPI up by 2 . 7% and PPI down by 2.7% YOY in June 1
1.1 . 2 PMI up slightly by 50.3% in July 2
1.2 International financial overview 3
1.2.1 Crude oil prices up with turbulent political scene in Egypt 3
1.2.2 US dollar index fell back 4
1.2.3 Nonferrous metals prices hovered at lowest level and to rebound soon 4
2 Company news 5
2.1 International company news 5
2.2 Chinese domestic company news 6
3 Chinese domestic market review 8
3.1 Aluminum ingot market 8
3.1.1 Aluminum ingot price down to record low 8
3.1.2 Purchase from downstream plants decreases 9
3.2 Alumina market 9
3.2.1 Chinese alumina price remains low 9
3.3 Aluminum alloy 10
3.3.1 Secondary aluminum alloy price gets down 10
3.3.2 Secondary aluminum alloy piles up in warehouses 11
3.4 Carbon anode 11
3.4.1 Carbon anode price remains at low level 11
3.4.2 Carbon cathode market stable 12
4 International market review 12
4.1 LME aluminum price down to record low 12
4.2 LME aluminum inventories surge again 13
4.3 Pressure on Chinese secondary aluminum alloy export price not relieved 14
4.4 Sluggish Chinese alumina market weighs on bauxite import market 14
4.5 Australian alumina market keeps sluggish 15
4.6 Limited room for aluminum fluoride export price to fall 16
5 Related industry development 17
5.1 Petroleum coke price firm 17
5.2 Aluminum fluoride market stable 17
5.3 Aluminum hydroxide price dropped slightly due to soft demand 18
5.4 Aluminum scrap price stands firm 18
6 Production data 19
6.1 Primary aluminum 19
6.1.1 Chinese primary aluminum production increases to some extent in July 19
6.1.2 Smelters apply for subsidy to avoid production cut 20
6.2 Aluminum alloy 20
6.2 . 1 Operating rate of Chinese secondary aluminum alloy plants down to 52.06% in July 20
6.2 . 3 Chinese motors sales up by 13. 97% YOY in June 21
6.3 Alumina 21
6.3 . 1 Chinese alumina production up by 0.74% MOM in July 21
6.3.2 Statistics of alumina stocks in June 23
6.4 Aluminum fluoride 24
6.4 . 1 Chinese aluminum fluoride output down by 18.5% in July MOM 24
6.4.2 Statistics of aluminum fluoride stocks in June 25
6.5 Carbon anode 25
6.5 . 1 Chinese commercial carbon anode output slightly down by 0.25% in July MOM 25
6.5.2 Statistics of carbon anode stocks in June 26
7 Import & Export data analysis 27
7.1 Bauxite 27
7.1 . 1 Chinese bauxite import up by 29.75% YOY Jan-Jun 27
7.2 Alumina 30
7.2.1 Chinese alumina import down by 55% MOM in June 30
7.2.2 Chinese alumina import enterprises glance 30
7.3 Aluminum alloy 31
7.3 . 1 Chinese aluminum alloy export down by 2. 37% YOY in June 31
7.3.2 Chinese top ten aluminum alloy exporters in June 2013 32
7.4 Aluminum scrap 32
7.4 . 1 Chinese aluminum scraps import down by 11.42% YOY in June 32
7.4.2 Chinese top ten aluminum scrap importers in June 2013 33
7.5 Chinese aluminum semi-products exports down by 1.5% YOY in June 34
7.6 Aluminum fluoride 35
7.6 . 1 Chinese June aluminum fluoride export up by 33.78% MOM 35
7.7 Chinese carbon anode export volume up by 19.45% MOM in June 36
8 Outlook for November 37
8.1 Aluminum ingot price may keep going softly with demand poor 37
8.2 Alumina price may stay in low levels due to sluggish aluminum market 37
8.3 Carbon anode price remains low 37
8.4 Aluminum fluoride price stable 37
Picture& Table Column
Picture 1 CPI and PPI in China during 2011-2013 2
Picture 2 Chinese PMI in 2011-2013 3
Picture 3 Crude oil prices of US in June 3
Picture 4 US dollar index trend 4
Picture 5 Aluminum Ingot price in Chinese market (RMB/t) 8
Picture 6 Chinese origin alumina price movement Jan-Jul, 2013 (RMB/t) 10
Picture 7 Chinese ADC12 aluminum alloy price movement in Jul 10
Picture 8 Chinese A356 aluminum alloy price movement in Apr 11
Picture 9 LME aluminum cash price chart (USD/t) 13
Picture 10 LME aluminum inventories (tons) 13
Picture 11 Australian origin alumina price movement Jan-Jul, 2013 (USD/t) 15
Picture 12 Australian origin alumina CIF China price movement Jan-Jul, 2013 (USD/t) 16
Picture 13 Aluminum fluoride FOB price movement in July (USD/t) 16
Picture 14 Aluminum fluoride price movement in July (RMB/t) 17
Picture 15 Aluminum hydroxide price movement Jul, 2012-Jun, 2013 (RMB/t) 18
Picture 16 Chinese motors sales in 2012 and 2013 (Unit: 10,000) 21
Picture 17 China’s alumina production in 2013 (10,000t) 22
Picture 18 Alumina consumption by region in Jun, 2013 (10,000t) 23
Picture 19 Aluminum fluoride output Jan- Jul 25
Picture 20 Aluminum fluoride consumption by region in June 25
Picture 21 Chinese carbon anode output Jan-Jul 26
Picture 22 Carbon anode consumption by region in June 27
Picture 23 Chinese alumina import Jan-Jun, 2013 (10,000t) 30
Picture 24 Chinese aluminum alloy export in 2012 and 2013 31
Picture 25 Chinese aluminum scraps import in 2012 and 2013 33
Picture 26 Chinese aluminum semi-products exports 34
Picture 27 Chinese aluminum fluoride export Jan-Jun 35
Picture 28 Carbon anode export price in June 36
Table 1 Chinese Carbon anode price by region on 31 Jul 12
Table 2 Output of primary aluminum in Chinese major producing areas in July (Unit: 10,000t) 19
Table 3 Operating rate of Chinese main secondary aluminum alloy plants in July 20
Table 4 Chinese bauxite import in June 29
Table 5 Chinese bauxite importers in June 29
Table 6 Top3 Chinese alumina import companies in June, 2013 30
Table 7 Chinese top ten aluminum alloy exporters in June, 2013 32
Table 8 Chinese top ten aluminum scrap importers in June, 2013 33
Table 9 Main carbon anode exporters in June 36