Aluminum Market Report July 2015

Content
Abstract 3
1 Company news 3
2 Chinese domestic market review 3
2.1 Primary aluminum prices keep moving down 3
2.2 Prices for alumina continue to fall in the Chinese domestic market 4
2.2.1 Alumina prices drop significantly in Shandong 5
2.2.2 Alumina prices drop in Henan after Shanxi 6
2.2.3 Alumina prices drop constantly in Shanxi 6
2.2.4 Alumina prices hold low in Guangxi while those in Guizhou under pressure 7
2.3 Aluminium hydroxide prices hold steady 7
2.4 Chinese secondary aluminum alloy ingot prices decrease 8
2.5 Chinese origin bauxite prices stable 9
2.6 Carbon anode prices slide down 9
2.7 Aluminum fluoride prices move down 10
3 International market review 11
3.1 LME aluminum prices move down 11
3.2 Prices for Australian alumina drop significantly 11
3.3 Chinese secondary aluminum alloy ingot export prices continue to decline 12
3.4 Chinese Zorba aluminum scrap import prices edge down 13
3.5 Malaysian bauxite deals become less but prices unchanged 14
3.6 Aluminum fluoride prices steady 14
4 Output & Inventory analysis 15
4.1 Chinese output of alumina up by 3.4% MOM in July 15
4.2 China’s imported bauxite stocks down by 0.85% MOM in late July 16
4.3 Chinese aluminum fluoride output down by 6% MOM in July 17
4.4 Chinese secondary aluminum alloy ingot output down by 8.8% MOM in July 18
5 Imp & Exp Analysis 19
5.1 Chinese alumina import volume down by 34.42% YOY H1 of 2015 19
5.2 Chinese aluminum alloys export volume up by 4.7% YOY in H1 2015 21
5.3 Chinese aluminum scraps import volume down by 6.6% YOY H1 2015 23
5.4 Chinese aluminum fluoride export volumes up by 8.9% YOY H1 2015 25
5.5 Chinese bauxite import volumes up by 15.89% YOY in H1 2015 27
5.6 Chinese carbon anode export volumes down by 2.1% YOY H1 2015 30
6 Market Outlook for August 31
6.1 Primary aluminum prices go down slightly 31
6.2 Chinese secondary aluminum alloy ingot prices slump further 32

Graph 1 Aluminum ingot price on Chinese market in June 4
Graph 2 Chinese alumina prices movement in June 5
Graph 3 Alumina prices movement in Shandong 5
Graph 4 Alumina prices movement in Henan 6
Graph 5 Alumina prices movement in Shanxi 6
Graph 6 Alumina prices movement in Guangxi 7
Graph 7 Chinese aluminium hydroxide prices movement in July 8
Graph 8 Chinese secondary aluminum alloy ingot prices movement 9
Graph 9 Chinese carbon anode prices movement 10
Graph 10 Chinese aluminum fluoride prices movement 10
Graph 11 Aluminum settlement on LME 11
Graph 12 Australian alumina FOB prices movement in July 12
Graph 13 Chinese secondary aluminum alloy ingot export price movement 13
Graph 14 Chinese Zorba aluminum scrap import price movement 13
Graph 15 Low grade Malaysian bauxite prices CIF China 14
Graph 16 Chinese aluminum fluoride prices FOB China 15
Graph 17 Chinese alumina output by month 15
Graph 18 Chinese alumina refineries’ stocks by month 16
Graph 19 China’s imported bauxite stocks by month 17
Graph 20 Chinese consumption for imported bauxite by month 17
Graph 21 Chinese aluminum fluoride output by month 18
Graph 22 Chinese alumina import volume statistics by month 20
Graph 23 Chinese alumina import volume by major countries by month 20
Graph 24 Chinese aluminum alloy export volume by month 22
Graph 25 Chinese aluminum alloy export volume by major country by month 22
Graph 26 Chinese aluminum scraps import volume by month 23
Graph 27 Chinese aluminum scrap import volume by major country by month 24
Graph 28 Chinese aluminum fluoride export volume by month 25
Graph 29 Chinese aluminum fluoride export by major countries by month 26
Graph 30 Chinese aluminum fluoride prices FOB China 26
Graph 31 Chinese bauxite import volume by month 27
Graph 32 Chinese bauxite import volume from Malaysia by month 28
Graph 33 Chinese bauxite imports by major countries by month 28
Graph 34 Chinese carbon anode export volume by month 30
Graph 35 Chinese carbon anode export by major countries 30

Table 1 Primary aluminum stocks by region 4
Table 2 Chinese alumina import details in June 21
Table 3 Major Chinese alumina importers in June 21
Table 4 Major Chinese aluminum alloy export companies in June 23
Table 5 Major Chinese aluminum scrap import companies in June 24
Table 6 Chinese aluminum fluoride exporters in June 26
Table 7 Chinese bauxite imports by major countries in June 28
Table 8 Chinese bauxite importers in June 29
Table 9 Chinese carbon anode exporters in June 31

.Asian Metal Copyright4 Chinese Zorba aluminum scrap import prices edge down 13 3Asian Metal Copyright