Aluminum Market Report December 2014
2015-01-24 13:27:31 【Print】
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Abstract 3
1 Financial overview 4
1.1 Domestic financial overview 4
1.1.1 CPI up by 1.4% and PPI down by 2.7% YOY in November 4
1.1.2 PMI down by 0.2% in December 5
1.2 International financial overview 6
1.2.1 Crude oil futures prices continued to slide 6
1.2.2 The US dollar remained strong in December 7
2 Company news 8
3 Chinese domestic market review 9
3.1 Chinese aluminum fluoride price climbs up calmly 9
3.2 Prices for Chinese-origin alumina remain stable 10
3.3 Carbon anode prices lingering at low levels despite the rising petroleum coke prices 11
3.4 Aluminum ingot price fluctuates towards downtrend 12
3.5 Chinese secondary aluminum alloy ingot prices decrease slightly 13
4 International market review 14
4.1 Chinese aluminum fluoride export price hard to move up 14
4.2 Malaysian bauxite exports decrease and price steady 15
4.3 High-grade Indian bauxite exports become difficult 16
4.4 Imported alumina prices remain relatively stable 17
4.5 LME aluminum price shocks with a decline 18
4.6 LME aluminum inventories fluctuate towards downtrend 19
4.7 Chinese secondary aluminum alloy ingot export prices decrease 20
4.8 Imported aluminum scrap prices on the slide 21
5 Production data 21
5.1 Chinese imported bauxite stocks down by 3.57% MOM in late December 21
5.2 China’s aluminum fluoride output up by 23.7% YOY in 2014 23
5.3 Chinese primary aluminum output up by 1.19% MOM in December 25
5.4 China’s alumina production down by 0.28% MOM in December 26
5.5 China’s alumina stocks down by 9.09% MOM in late December 27
5.6 Aluminum ingot stocks down by 59,000t in late December on Chinese market 28
5.7 Chinese operating rate for secondary aluminum alloy plants down by 2.2 % MOM in December 30
6 Import & Export data analysis 32
6.1 Chinese bauxite imports up by 0.39% MOM in November 32
6.2 Chinese aluminum fluoride exports down by 22.3% MOM in November 35
6.3 Chinese imports of alumina in November up by 83.69% MOM 37
6.4 Chinese carbon anode exports increase by 43.02% MOM in November 39
6.5 Chinese aluminum alloy exports up by 2.82% MOM in November 42
6.6 Chinese aluminum scrap imports up by 1.86% MOM in November 44
7 Outlook for January, 2015 47
7.1 Alumina prices to decline slightly 47
7.2 Aluminum ingot prices fluctuate towards downtrend 47
7.3 Export prices for secondary aluminum alloy ingot would decrease 47
Graph 1 China’s CPI and PPI YOY trend in 2014 5
Graph 2 China’s PMI in 2014 6
Graph 3 US crude oil futures price trend on major transaction market in December 7
Graph 4 US dollar index trend 8
Graph 5 Chinese domestic aluminum fluoride prices movement in 2014 10
Graph 6 Chinese-origin alumina price movement Jan-Dec 2014 11
Graph 7 Carbon anode price movement Jan-Dec 2014 12
Graph 8 Aluminum ingot prices on the Chinese market in December 13
Graph 9 Chinese ADC12 aluminum alloy ingot price movement December 2014 14
Graph 10 Chinese aluminum fluoride export price movement FOB China 15
Graph 11 Price movement for low-grade Malaysian bauxite CIF China 16
Graph 12 Price movement for low-grade Indian bauxite CIF China 17
Graph 13 Australian-origin alumina price movement in Chinese port Jan-Dec, 2014 18
Graph 14 Australian-origin alumina CIF China price movement Jan-Dec, 2014 18
Graph 15 LME aluminum cash price chart in December 19
Graph 16 LME aluminum inventories in December 20
Graph 17 Export prices for ADC12 aluminum alloy ingots movement in December 21
Graph 18 Imported bauxite stocks in China 2014 22
Graph 19 Imported bauxite consumption in China 2014 22
Graph 20 Chinese aluminum fluoride output in 2014 23
Graph 21 Chinese aluminum fluoride prices movement in 2014 24
Graph 22 China’s primary aluminum production in 2014 26
Graph 23 China's alumina production in 2014 27
Graph 24 Chinese alumina refineries’ alumina stocks 28
Graph 25 Aluminum ingot stocks in Chinese spot market in 2014 30
Graph 26 Chinese secondary aluminum alloy operating rate in 2014 31
Graph 27 Chinese bauxite imports in 2014 32
Graph 28 Chinese bauxite imports by major origins 2014 33
Graph 29 Chinese aluminum fluoride exports 2014 35
Graph 30 Chinese aluminum fluoride exports by major destinations 36
Graph 31 Chinese alumina import Jan-Nov 37
Graph 32 Chinese alumina import by major origin 38
Graph 33 Chinese carbon anode exports Jan-Nov 39
Graph 34 Chinese carbon anode export price Jan-Nov 40
Graph 35 Chinese aluminum alloy exports 2014 42
Graph 36 Chinese aluminum alloy exports by major destinations 43
Graph 37 Chinese aluminum alloy export prices by destination 44
Graph 38 Chinese aluminum scraps import in 2014 45
Graph 39 Chinese aluminum scrap imports by major origins 2014 46
Graph 40 Chinese import prices for US aluminum scraps 46
Table 1 Output of primary aluminum in China’s major producing areas in December 25
Table 2 Chinese bauxite imports in November 33
Table 3 Chinese bauxite importers in November 33
Table 4 Chinese aluminum fluoride exporters in November, 2014 36
Table 5 Chinese alumina import statistics in November 38
Table 6 Top 10 Chinese alumina import enterprises in November 38
Table 7 Main carbon anode exporters in November 40
Table 8 Chinese carbon export details in November 40
Table 9 Chinese top ten aluminum alloy exporters November 2014 44
Table 10 Chinese top ten aluminum scrap importers November 2014 46
1 Financial overview 4
1.1 Domestic financial overview 4
1.1.1 CPI up by 1.4% and PPI down by 2.7% YOY in November 4
1.1.2 PMI down by 0.2% in December 5
1.2 International financial overview 6
1.2.1 Crude oil futures prices continued to slide 6
1.2.2 The US dollar remained strong in December 7
2 Company news 8
3 Chinese domestic market review 9
3.1 Chinese aluminum fluoride price climbs up calmly 9
3.2 Prices for Chinese-origin alumina remain stable 10
3.3 Carbon anode prices lingering at low levels despite the rising petroleum coke prices 11
3.4 Aluminum ingot price fluctuates towards downtrend 12
3.5 Chinese secondary aluminum alloy ingot prices decrease slightly 13
4 International market review 14
4.1 Chinese aluminum fluoride export price hard to move up 14
4.2 Malaysian bauxite exports decrease and price steady 15
4.3 High-grade Indian bauxite exports become difficult 16
4.4 Imported alumina prices remain relatively stable 17
4.5 LME aluminum price shocks with a decline 18
4.6 LME aluminum inventories fluctuate towards downtrend 19
4.7 Chinese secondary aluminum alloy ingot export prices decrease 20
4.8 Imported aluminum scrap prices on the slide 21
5 Production data 21
5.1 Chinese imported bauxite stocks down by 3.57% MOM in late December 21
5.2 China’s aluminum fluoride output up by 23.7% YOY in 2014 23
5.3 Chinese primary aluminum output up by 1.19% MOM in December 25
5.4 China’s alumina production down by 0.28% MOM in December 26
5.5 China’s alumina stocks down by 9.09% MOM in late December 27
5.6 Aluminum ingot stocks down by 59,000t in late December on Chinese market 28
5.7 Chinese operating rate for secondary aluminum alloy plants down by 2.2 % MOM in December 30
6 Import & Export data analysis 32
6.1 Chinese bauxite imports up by 0.39% MOM in November 32
6.2 Chinese aluminum fluoride exports down by 22.3% MOM in November 35
6.3 Chinese imports of alumina in November up by 83.69% MOM 37
6.4 Chinese carbon anode exports increase by 43.02% MOM in November 39
6.5 Chinese aluminum alloy exports up by 2.82% MOM in November 42
6.6 Chinese aluminum scrap imports up by 1.86% MOM in November 44
7 Outlook for January, 2015 47
7.1 Alumina prices to decline slightly 47
7.2 Aluminum ingot prices fluctuate towards downtrend 47
7.3 Export prices for secondary aluminum alloy ingot would decrease 47
Graph 1 China’s CPI and PPI YOY trend in 2014 5
Graph 2 China’s PMI in 2014 6
Graph 3 US crude oil futures price trend on major transaction market in December 7
Graph 4 US dollar index trend 8
Graph 5 Chinese domestic aluminum fluoride prices movement in 2014 10
Graph 6 Chinese-origin alumina price movement Jan-Dec 2014 11
Graph 7 Carbon anode price movement Jan-Dec 2014 12
Graph 8 Aluminum ingot prices on the Chinese market in December 13
Graph 9 Chinese ADC12 aluminum alloy ingot price movement December 2014 14
Graph 10 Chinese aluminum fluoride export price movement FOB China 15
Graph 11 Price movement for low-grade Malaysian bauxite CIF China 16
Graph 12 Price movement for low-grade Indian bauxite CIF China 17
Graph 13 Australian-origin alumina price movement in Chinese port Jan-Dec, 2014 18
Graph 14 Australian-origin alumina CIF China price movement Jan-Dec, 2014 18
Graph 15 LME aluminum cash price chart in December 19
Graph 16 LME aluminum inventories in December 20
Graph 17 Export prices for ADC12 aluminum alloy ingots movement in December 21
Graph 18 Imported bauxite stocks in China 2014 22
Graph 19 Imported bauxite consumption in China 2014 22
Graph 20 Chinese aluminum fluoride output in 2014 23
Graph 21 Chinese aluminum fluoride prices movement in 2014 24
Graph 22 China’s primary aluminum production in 2014 26
Graph 23 China's alumina production in 2014 27
Graph 24 Chinese alumina refineries’ alumina stocks 28
Graph 25 Aluminum ingot stocks in Chinese spot market in 2014 30
Graph 26 Chinese secondary aluminum alloy operating rate in 2014 31
Graph 27 Chinese bauxite imports in 2014 32
Graph 28 Chinese bauxite imports by major origins 2014 33
Graph 29 Chinese aluminum fluoride exports 2014 35
Graph 30 Chinese aluminum fluoride exports by major destinations 36
Graph 31 Chinese alumina import Jan-Nov 37
Graph 32 Chinese alumina import by major origin 38
Graph 33 Chinese carbon anode exports Jan-Nov 39
Graph 34 Chinese carbon anode export price Jan-Nov 40
Graph 35 Chinese aluminum alloy exports 2014 42
Graph 36 Chinese aluminum alloy exports by major destinations 43
Graph 37 Chinese aluminum alloy export prices by destination 44
Graph 38 Chinese aluminum scraps import in 2014 45
Graph 39 Chinese aluminum scrap imports by major origins 2014 46
Graph 40 Chinese import prices for US aluminum scraps 46
Table 1 Output of primary aluminum in China’s major producing areas in December 25
Table 2 Chinese bauxite imports in November 33
Table 3 Chinese bauxite importers in November 33
Table 4 Chinese aluminum fluoride exporters in November, 2014 36
Table 5 Chinese alumina import statistics in November 38
Table 6 Top 10 Chinese alumina import enterprises in November 38
Table 7 Main carbon anode exporters in November 40
Table 8 Chinese carbon export details in November 40
Table 9 Chinese top ten aluminum alloy exporters November 2014 44
Table 10 Chinese top ten aluminum scrap importers November 2014 46
