Monthly Fused Alumina Market Report Mar 2018

Contents

1. Market Highlights 3
2. Economy and Policy 3
3. Market Movements 3
3.1 Export prices for Chinese brown fused alumina down slightly but with inactive transactions 3
3.2 Export market of Chinese white fused alumina quiet 3
3.3 Tight supply of brown fused alumina in Chinese market gradually eased 4
3.3.1 Brown fused alumina smelters in Henan see increased inventory and sluggish transactions 4
3.3.2 Prices for brown fused alumina in Guizhou stable 4
3.4 White fused alumina prices down slightly 4
4. Company News 5
4.1 Weihua Refractories& Abrasives halts brown fused alumina production 5
4.2 Jiaxing Technology suspends brown fused alumina production 5
4.3 Guizhou No.7 Grinding Wheel resumes brown fused alumina production 5
5．Producers Statistics 5
5.1 China's brown fused alumina natural lump output up by 18.2% MOM in March 2018 5
5.2 AM Statistics: China's white fused alumina output up by 10.8% MOM in March 2018 6
6. Customs Statistics 6
6.1 China's brown fused alumina exports down by 36.2% MOM in February 2018 6
6.2 China's exports of brown fused alumina to Japan down by 36.6% MOM in February 2018 6
7. Relevant Industry News 8
7.1 Prices for electrode graphite tend to be stable 8
7.2 Prices for alumina down slightly in the Chinese market 9
8. Market Outlook for Next Month 9
8.1 Brown fused alumina Trend ↓ Chance 80% Range ↓ RMB50/t 9
8.2 White fused alumina Trend -- Chance 80% Range +/-0 9

Graph and table contents

Graph 1 FOB prices for brown fused alumina 95%min segment sand 1-3mm from Feb 2018 to Mar 2018 (USD/t) 3
Graph 2 FOB prices for brown fused alumina 95%min F36 from Feb 2018 to Mar 2018 (USD/t) 3
Graph 3 FOB prices for white fused alumina 99%min segment sand 1-3mm from Feb 2018 to Mar 2018 (USD/t) 4
Graph 4 FOB prices for white fused alumina 99%min F36 from Feb 2018 to Mar 2018 (USD/t) 4
Graph 5 Prices for brown fused alumina 95%min segment sand 1-3mm in China from Feb 2018 to Mar 2018 (RMB/t) 4
Graph 6 Prices for brown fused alumina 95%min F36 in China from Feb 2018 to Mar 2018 (RMB/t) 4
Graph 7 Prices for white fused alumina 99%min segment sand 1-3mm from Feb 2018 to Mar 2018 (RMB/t) 5
Graph 8 Prices for white fused alumina 99%min F36 from Feb 2018 to Mar 2018 (RMB/t) 5
Graph 9 China's brown fused alumina natural lump output from Jan 2017 to Mar 2018 (kt) 5
Graph 10 Average operating rate of brown fused alumina natural lump producers in Henan, Shanxi and Guizhou from Jan 2017 to Mar 2018 6
Graph 11 China's white fused alumina output by month from Jan 2017 to Mar 2018 (kt) 6
Graph 12 China's monthly white fused alumina output by region from Jan 2017 to Mar 2018 6
Graph 13 China's brown fused alumina exports by month from Jan 2017 to Feb 2018 (ton) 6
Graph 14 Major importing countries and imports of Chinese brown fused alumina from Jan 2017 to Feb 2018 (ton) 7
Graph 15 Price trend for ordinary power graphite electrode 400mm from Feb 2018 to Mar 2018 8
Graph 16 Price trend for high power graphite electrode 400mm from Feb 2018 to Mar 2018 8
Graph 17 Alumina prices in Henan from Feb 2018 to Mar 2018 (RMB/t) 9
Graph 18 Australia-origin alumina prices in Henan from Feb 2018 to Mar 2018 (RMB/t) 9
Table 1 China's brown fused alumina exports by destination in Feb 2018 7
Table 2 China's artificial fused alumina exports by destination in Feb 2018 7



.Asian Metal Copyright1 Weihua Refractories Abrasives halts brown fused alumina production 5 4Asian Metal Copyright