Aluminum Market Report July 2017

Content
Abstract 5
1 Company news 5
2 Chinese market review 6
2.1 Aluminum fluoride supply increases but demand weakens 6
2.2 Alumina prices fall down 7
2.3 Alumina prices stable in Shanxi 8
2.4 Alumina prices decrease in Henan 8
2.5 Alumina prices declined in Southwest 8
2.6 Aluminum hydroxide prices dip 9
2.7 Primary aluminum prices up 9
2.8 ADC12 aluminum ingot prices increase 10
3 International market review 10
3.1 Issue of bauxite export permits in Malaysia slows down 10
3.2 Guinea sees bauxite transportation affected by rainfall 11
3.3 China’ s demand for Indian bauxite weakens 11
3.4 Aluminum fluoride exports slacken 11
3.5 Imported alumina prices stable 12
3.6 LME aluminum prices decrease before increase 12
3.7 Export prices for Chinese ADC12 aluminum alloy ingot move up 13
3.8 Aluminum scrap prices moved down before up 13
4 Demand and Supply Analysis 14
4.1 Chinese July aluminum fluoride output up by 13.4% MOM 14
4.2 China’s alumina output down by 0.3% MOM in July 15
4.3 Chinese alumina smelters’ stocks up by 11.8% MOM in late July 16
4.4 China’s imported alumina stocks up by 12% MOM in late July 16
4.5 Global primary aluminum output up by 6% YOY in H1 2017 17
4.6 Chinese primary aluminum output up by 17% YOY in July 2017 18
5 Import & Export Anlysis 19
5.1 Chinese bauxite imports up by 27.3% YOY H1 2017 19
5.2 Chinese aluminum fluoride exports down by 39.6% YOY H1 2017 22
5.3 China’s alumina imports down by 47.2% MOM in June 2017 23
5.4 Chinese aluminum alloy export volume up by 9.86% YOY in H1 2017 24
5.5 Chinese aluminum scrap import volume up by 25.78% YOY in H1 2017 26
5.6 Japan’s aluminum alloy import volume up by 5.93% MOM in May 28
6 Market outlook 29
6.1 Aluminum fluoride prices continue to go down 29
6.2 Alumina prices edge up 29
6.3 Primary aluminum prices fluctuate up 29
6.4 ADC12 aluminum alloy ingot prices up 29

Graph 1 Aluminum fluoride 61% price trend in China 7
Graph 2 Dry powder fluorspar 97% price trend in China 7
Graph 3 Alumina price trend in China 7
Graph 4 Alumina price trend in Shanxi 8
Graph 5 Alumina price trend in Henan 8
Graph 6 Alumina price trend in Guangxi 9
Graph 7 Aluminum hydroxide 80-100 mesh price trend 9
Graph 8 Chinese primary aluminum price trend 10
Graph 9 Secondary aluminum alloy ingot price trend in China 10
Graph 10 Malaysian bauxite Al 40% price trend 11
Graph 11 Indian bauxite Al 43% price trend 11
Graph 12 Chinese aluminum fluoride FOB price trend 12
Graph 13 Imported alumina price trend 12
Graph 14 Spot aluminum settlement prices on LME 12
Graph 15 Aluminum stocks on LME 13
Graph 16 Chinese secondary aluminum alloy ingot FOB price 13
Graph 17 Zorba aluminum scrap price trend 14
Graph 18 Chinese aluminum fluoride output by month 14
Graph 19 Chinese aluminum fluoride output by major regions by month 14
Graph 20 Chinese aluminum fluoride stocks by month 15
Graph 21 China’s alumina outputs by month 15
Graph 22 China’s monthly alumina outputs by region 15
Graph 23 Chinese alumina smelters’stocks by month 16
Graph 24 Chinese alumina smelters’ stocks by region and month 16
Graph 25 China’s imported alumina stocks by month 17
Graph 26 Global primary aluminum output by month 17
Graph 27 Global primary aluminum output by country by month 18
Graph 28 Chinese primary aluminum outputs by month 18
Graph 29 Chinese primary aluminum outputs by region and month 19
Graph 30 Chinese bauxite imports by month 20
Graph 31 Chinese bauxite imports by major countries 20
Graph 32 Chinese major bauxite origins H1 2017 21
Graph 33 Chinese aluminum fluoride exports by month 22
Graph 34 Chinese aluminum fluoride exports by major countries 22
Graph 35 China’s imports of alumina by month 23
Graph 36 China’s monthly alumina imports by major countries 23
Graph 37 Chinese aluminum alloy export volume by month 24
Graph 38 Chinese aluminum alloy export volume by countries by month 25
Graph 39 Chinese aluminum scraps import volume by month 26
Graph 40 Chinese aluminum scrap import volume by major countries by month 26
Graph 41 Japanese aluminum alloy import volume by month 28
Graph 42 Japanese aluminum alloy import volume by major countries by month 28

Table 1 Monthly alumina output by region 15
Table 2 The below table demonstrated the details of primary aluminum output by region in June 18
Table 3 Chinese primary aluminum outputs by region 19
Table 4 Chinese bauxite import by origins 20
Table 5 Chinese bauxite importers in June 21
Table 6 Chinese aluminum fluoride exporters in June 22
Table 7 China’s alumina imports in June: 23
Table 8 major Chinese alumina importers in June are as follows: 24
Table 9 China's aluminum alloy export volume statistics by major countries in June 25
Table 10 Chinese top ten secondary aluminum alloy exporters in June 2017 25
Table 11 Chinese major aluminum alloy exporters by destinations in June 25
Table 12 Chinese aluminum scraps import by countries in June 2017 27
Table 13 Chinese top ten aluminum scrap importers in June 2017 27
Table 14 Chinese major aluminum scrap importers in June 27

.Asian Metal Copyright4 ADC12 aluminum alloy ingot prices up 29 Graph 1 Aluminum fluoride 61% price trend in China 7 Graph 2 Dry powder fluorspar 97% price trend in China 7 Graph 3 Alumina price trend in China 7 Graph 4 Alumina price trend in Shanxi 8 Graph 5 Alumina price trend in Henan 8 Graph 6 Alumina price trend in Guangxi 9 Graph 7 Aluminum hydroxide 80-100 mesh price trend 9 Graph 8 Chinese primary aluminum price trend 10 Graph 9 Secondary aluminum alloy ingot price trend in China 10 Graph 10 Malaysian bauxite Al 40% price trend 11 Graph 11 Indian bauxite Al 43% price trend 11 Graph 12 Chinese aluminum fluoride FOB price trend 12 Graph 13 Imported alumina price trend 12 Graph 14 Spot aluminum settlement prices on LME 12 Graph 15 Aluminum stocks on LME 13 Graph 16 Chinese secondary aluminum alloy ingot FOB price 13 Graph 17 Zorba aluminum scrap price trend 14 Graph 18 Chinese aluminum fluoride output by month 14 Graph 19 Chinese aluminum fluoride output by major regions by month 14 Graph 20 Chinese aluminum fluoride stocks by month 15 Graph 21 China’s alumina outputs by month 15 Graph 22 China’s monthly alumina outputs by region 15 Graph 23 Chinese alumina smelters’stocks by month 16 Graph 24 Chinese alumina smelters’ stocks by region and month 16 Graph 25 China’s imported alumina stocks by month 17 Graph 26 Global primary aluminum output by month 17 Graph 27 Global primary aluminum output by country by month 18 Graph 28 Chinese primary aluminum outputs by month 18 Graph 29 Chinese primary aluminum outputs by region and month 19 Graph 30 Chinese bauxite imports by month 20 Graph 31 Chinese bauxite imports by major countries 20 Graph 32 Chinese major bauxite origins H1 2017 21 Graph 33 Chinese aluminum fluoride exports by month 22 Graph 34 Chinese aluminum fluoride exports by major countries 22 Graph 35 China’s imports of alumina by month 23 Graph 36 China’s monthly alumina imports by major countries 23 Graph 37 Chinese aluminum alloy export volume by month 24 Graph 38 Chinese aluminum alloy export volume by countries by month 25 Graph 39 Chinese aluminum scraps import volume by month 26 Graph 40 Chinese aluminum scrap import volume by major countries by month 26 Graph 41 Japanese aluminum alloy import volume by month 28 Graph 42 Japanese aluminum alloy import volume by major countries by month 28 Table 1 Monthly alumina output by region 15 Table 2 The below table demonstrated the details of primary aluminum output by region in June 18 Table 3 Chinese primary aluminum outputs by region 19 Table 4 Chinese bauxite import by origins 20 Table 5 Chinese bauxite importers in June 21 Table 6 Chinese aluminum fluoride exporters in June 22 Table 7 China’s alumina imports in June: 23 Table 8 major Chinese alumina importers in June are as follows: 24 Table 9 China's aluminum alloy export volume statistics by major countries in June 25 Table 10 Chinese top ten secondary aluminum alloy exporters in June 2017 25 Table 11 Chinese major aluminum alloy exporters by destinations in June 25 Table 12 Chinese aluminum scraps import by countries in June 2017 27 Table 13 Chinese top ten aluminum scrap importers in June 2017 27 Table 14 Chinese major aluminum scrap importers in June 27 Asian Metal Copyright