Aluminum Market Report February 2015
2015-03-17 18:57:45 【Print】
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Abstract 2
1 Financial overview 2
1.1 Domestic financial overview 2
1.1 .1 January CPI growth rate breaks 1% PPI drops 4.3% YOY 2
1.1 .2 February PMI rebounds slightly 3
1.2 International financial overview 4
1.2.1 Crude oil futures prices rebound from the bottom 4
1.2.2 US dollar to keep climbing up in March 5
2 Company news 6
3 Chinese domestic market review 6
3.1 Alumina market moves down 6
3.2 Chinese aluminum fluoride market deals thin 8
3.3 Prices for primary aluminum high while deals weak in February 8
3.4 Secondary aluminum alloy ingot market sluggish in February 9
4 International market review 10
4.1 Malaysian bauxite deals active 10
4.2 Aluminum fluoride export market deals thin 11
4.3 LME aluminum prices on the future fluctuate to decrease 11
4.4 Australian alumina price moves down CIF China 12
4.5 LME aluminum warehouse fluctuates to reduce 13
4.6 Export prices for Chinese secondary aluminum alloy ingot further decrease 14
4.7 Related industry developments 15
5 Production data 15
5.1 Chinese imported bauxite stocks down to below 31 million tonnes in late February 15
5.2 Chinese alumina output down by 2.1% MOM in February 17
5.3 Chinese aluminum fluoride output down by 8.7% MOM in February 19
5.4 Chinese primary aluminum output up by 6,700t in February 20
5.5 Aluminum ingot stocks up by 358,000t in late February on Chinese market 21
5.6 Operating rate for Chinese secondary aluminum alloy plants down by 18.9% MOM in February 23
6 Import & Export data analysis 25
6.1 Chinese aluminum fluoride exports up by 26% MOM in January 2015 25
6.2 Chinese alumina imports down by 40% YOY in January 2015 27
6.3 Chinese bauxite imports down by 67.11% YOY in January 2015 29
6.4 Chinese aluminum scrap imports down by 15.83% MOM in January 2015 32
6.6 Chinese aluminum alloy exports up by 5.74% MOM in January 2015 34
6.7 Chinese carbon anode exports decrease by 9.1% MOM in January 37
7 Outlook for March 39
Graph 1 China’s CPI and PPI YOY trend from 2014 to 2015 4
Graph 2 China’s PMI from 2014 to 2015 5
Graph 3 US crude oil futures prices trend on major transaction markets in February 6
Graph 4 US dollar index trend 6
Graph 5 Chinese origin alumina prices movement 2015 8
Graph 6 Australian origin alumina prices movement 2015 9
Graph 7 Chinese aluminum fluoride prices movement 2015 9
Graph 8 Price tendency for primary aluminum on Chinese spot market in February 10
Graph 9 Price tendency for secondary aluminum alloy ingot on Chinese spot market in February 11
Graph 10 Malaysian bauxite price movement CIF China 12
Graph 11 LME aluminum price tendency in February 13
Graph 12 Australian alumina price movement CIF China 14
Graph 13 LME aluminum warehouse tendency in February 15
Graph 14 Export price tendency for Chinese secondary aluminum alloy ingot in February 16
Graph 15 China’s imported bauxite stocks late the month 18
Graph 16 Chinese monthly demand for imported bauxite 18
Graph 17 Chinese alumina output by month 19
Graph 18 Chinese alumina output by provinces by month 19
Graph 19 Alumina stocks in Chinese alumina refineries by month 20
Graph 20 Chinese aluminum fluoride output statistics by month 20
Graph 21 Outputs of primary aluminum by region in China in February 22
Graph 22 Aluminum ingot stocks in Chinese spot market in 2014-2015 23
Graph 23 Chinese secondary aluminum alloy operating rate 2015 24
Graph 24 Chinese monthly aluminum fluoride exports 26
Graph 25 Chinese aluminum fluoride exports by major countries by month 27
Graph 26 Chinese alumina imports 2014-2015 29
Graph 27 Chinese alumina imports by major countries 2014-2015 29
Graph 28 Chinese bauxite imports 2014-2015 31
Graph 29 Chinese bauxite imports from Australia, India and Malaysia 2014-2015 31
Graph 30 Chinese aluminum scraps import volume 33
Graph 31 Chinese aluminum scrap imports by major origins 34
Graph 32 Chinese import price for US aluminum scrap 35
Graph 33 Chinese aluminum alloy exports 36
Graph 34 Chinese aluminum alloy exports by major destinations 37
Graph 35 Chinese aluminum alloy export prices by destination from 2014 to 2015 38
Graph 36 Chinese carbon anode exports from 2014 to 2015 39
Graph 37 Export volume for carbon anode by main country 39
Table 1 Output of primary aluminum in China’s major production areas in February: 21
Table 2 Operating rate of Chinese main secondary aluminum alloy plants in February: 25
Table 3 Chinese aluminum fluoride exporters in January 2015 27
Table 4 Chinese alumina imports in January 2015 29
Table 5 Major Chinese alumina importers in January 2015 30
Table 6 Chinese bauxite imports in January 2015 31
Table 7 Chinese bauxite importers in January 32
Table 8 Chinese top ten aluminum scrap importers in January 35
Table 9 Chinese top ten aluminum alloy exporters in January 38
Table 10 Chinese top ten carbon anode exporters in January 39
1 Financial overview 2
1.1 Domestic financial overview 2
1.1 .1 January CPI growth rate breaks 1% PPI drops 4.3% YOY 2
1.1 .2 February PMI rebounds slightly 3
1.2 International financial overview 4
1.2.1 Crude oil futures prices rebound from the bottom 4
1.2.2 US dollar to keep climbing up in March 5
2 Company news 6
3 Chinese domestic market review 6
3.1 Alumina market moves down 6
3.2 Chinese aluminum fluoride market deals thin 8
3.3 Prices for primary aluminum high while deals weak in February 8
3.4 Secondary aluminum alloy ingot market sluggish in February 9
4 International market review 10
4.1 Malaysian bauxite deals active 10
4.2 Aluminum fluoride export market deals thin 11
4.3 LME aluminum prices on the future fluctuate to decrease 11
4.4 Australian alumina price moves down CIF China 12
4.5 LME aluminum warehouse fluctuates to reduce 13
4.6 Export prices for Chinese secondary aluminum alloy ingot further decrease 14
4.7 Related industry developments 15
5 Production data 15
5.1 Chinese imported bauxite stocks down to below 31 million tonnes in late February 15
5.2 Chinese alumina output down by 2.1% MOM in February 17
5.3 Chinese aluminum fluoride output down by 8.7% MOM in February 19
5.4 Chinese primary aluminum output up by 6,700t in February 20
5.5 Aluminum ingot stocks up by 358,000t in late February on Chinese market 21
5.6 Operating rate for Chinese secondary aluminum alloy plants down by 18.9% MOM in February 23
6 Import & Export data analysis 25
6.1 Chinese aluminum fluoride exports up by 26% MOM in January 2015 25
6.2 Chinese alumina imports down by 40% YOY in January 2015 27
6.3 Chinese bauxite imports down by 67.11% YOY in January 2015 29
6.4 Chinese aluminum scrap imports down by 15.83% MOM in January 2015 32
6.6 Chinese aluminum alloy exports up by 5.74% MOM in January 2015 34
6.7 Chinese carbon anode exports decrease by 9.1% MOM in January 37
7 Outlook for March 39
Graph 1 China’s CPI and PPI YOY trend from 2014 to 2015 4
Graph 2 China’s PMI from 2014 to 2015 5
Graph 3 US crude oil futures prices trend on major transaction markets in February 6
Graph 4 US dollar index trend 6
Graph 5 Chinese origin alumina prices movement 2015 8
Graph 6 Australian origin alumina prices movement 2015 9
Graph 7 Chinese aluminum fluoride prices movement 2015 9
Graph 8 Price tendency for primary aluminum on Chinese spot market in February 10
Graph 9 Price tendency for secondary aluminum alloy ingot on Chinese spot market in February 11
Graph 10 Malaysian bauxite price movement CIF China 12
Graph 11 LME aluminum price tendency in February 13
Graph 12 Australian alumina price movement CIF China 14
Graph 13 LME aluminum warehouse tendency in February 15
Graph 14 Export price tendency for Chinese secondary aluminum alloy ingot in February 16
Graph 15 China’s imported bauxite stocks late the month 18
Graph 16 Chinese monthly demand for imported bauxite 18
Graph 17 Chinese alumina output by month 19
Graph 18 Chinese alumina output by provinces by month 19
Graph 19 Alumina stocks in Chinese alumina refineries by month 20
Graph 20 Chinese aluminum fluoride output statistics by month 20
Graph 21 Outputs of primary aluminum by region in China in February 22
Graph 22 Aluminum ingot stocks in Chinese spot market in 2014-2015 23
Graph 23 Chinese secondary aluminum alloy operating rate 2015 24
Graph 24 Chinese monthly aluminum fluoride exports 26
Graph 25 Chinese aluminum fluoride exports by major countries by month 27
Graph 26 Chinese alumina imports 2014-2015 29
Graph 27 Chinese alumina imports by major countries 2014-2015 29
Graph 28 Chinese bauxite imports 2014-2015 31
Graph 29 Chinese bauxite imports from Australia, India and Malaysia 2014-2015 31
Graph 30 Chinese aluminum scraps import volume 33
Graph 31 Chinese aluminum scrap imports by major origins 34
Graph 32 Chinese import price for US aluminum scrap 35
Graph 33 Chinese aluminum alloy exports 36
Graph 34 Chinese aluminum alloy exports by major destinations 37
Graph 35 Chinese aluminum alloy export prices by destination from 2014 to 2015 38
Graph 36 Chinese carbon anode exports from 2014 to 2015 39
Graph 37 Export volume for carbon anode by main country 39
Table 1 Output of primary aluminum in China’s major production areas in February: 21
Table 2 Operating rate of Chinese main secondary aluminum alloy plants in February: 25
Table 3 Chinese aluminum fluoride exporters in January 2015 27
Table 4 Chinese alumina imports in January 2015 29
Table 5 Major Chinese alumina importers in January 2015 30
Table 6 Chinese bauxite imports in January 2015 31
Table 7 Chinese bauxite importers in January 32
Table 8 Chinese top ten aluminum scrap importers in January 35
Table 9 Chinese top ten aluminum alloy exporters in January 38
Table 10 Chinese top ten carbon anode exporters in January 39
