Monthly Aluminum Market Report Sep

1 Market Highlights 3
2 Economy and Policy 3
3 Market Movements 3
3.1 Chinese Market 3
3.1.1 Chinese origin bauxite prices hover at high level 3
3.1.2 Chinses alumina producers restart operation actively 3
3.1.3 Alumina prices decline in Shanxi 4
3.1.4 Alumina producers in Henan produce actively 4
3.1.5 Shandong continuously export alumina 4
3.1.6 Alumina transactions in Southwest China limited 4
3.1.7 Aluminum hydroxide prices move down 5
3.1.8 Aluminum fluoride prices surge again 5
3.1.9 Primary aluminum prices slip 5
3.1.10 Aluminum alloy ingot ADC12 prices drop 5
3.2 International Market 6
3.2.1 Indian bauxite suppliers resume exports 6
3.2.2 Australian bauxite prices hover at low level 6
3.2.3 Indonesian bauxite prices keep rising 6
3.2.4 Chinese alumina export market calms down 6
3.2.5 Chinese aluminum fluoride export market firm 6
3.2.6 LME aluminum prices move down 7
3.2.7 LME aluminum stocks decrease steadily 7
3.2.8 Export prices for Chinese aluminum alloy ingot ADC12 decrease 7
4 Company News 7
4.1 Mayenna ready to improve bauxite production capacity 7
4.2 Thankys Exports to restart bauxite production 7
4.3 Jinruida Aluminum to produce less aluminum fluoride 7
4.3 Jinhe Technology expands aluminum fluoride production capacity 8
4.4 Chalco Shanxi resumes normal alumina production 8
4.5 Kaiman Aluminum resumes normal alumina production 8
4.6 Antam to resume alumina production 8
4.7 Jinzhong Chemicals to launch a new alumina production line 8
4.8 SPIC Shanxi Aluminum to increase alumina output 8
4.9 Zhaofeng Aluminum's alumina output decreases 8
4.10 Yixiang Alumina expands production capacity 8
4.11 Huiyuan Aluminum suspends aluminum hydroxide production 8
4.12 Huaren New Material starts phase IV primary aluminum project 8
4.13 Yunhai Special Metals maintains secondary aluminum alloy production line 8
4.14 Baotou Aluminum's high-purity aluminum output up 8
5 Producers Statistics 8
5.1 China's alumina output up by 3.2% MOM in Sep 8
5.2 Chinese alumina producers' operating rate up to 88.58% in Sep 9
5.3 China's primary aluminum output up by 2.7% MOM in Sep 9
5.4 Chinese primary aluminum producers' operating rate up to 72.58% in Sep 10
5.5 China's aluminum fluoride output up by 1.9% MOM in Sep 10
5.6 Chinese aluminum fluoride producers' inventory down by 63.0% MOM in late Sep 10
6 Consumers Statistics 11
6.1 China's consumption of imported bauxite up by 3.1% MOM in Sep 11
6.2 China's inventory of imported bauxite up by 2.8% MOM in late Sep 11
7 Relevant Industry News 11
7.1 Fluorspar prices go up 11
7.2 Caustic soda liquid prices rebound 11
7.3 Prices imported Zorba aluminum scrap decline 12
7.4 Aluminum rod consumption increases slightly 12
8 Market Outlook for Next Month 12
8.1 Alumina prices continue to decrease 12
8.2 Aluminum fluoride market strong 12
8.3 Primary aluminum prices keep fluctuation 12
8.4 Aluminum alloy ingot ADC12 prices to fall 12






Graph 1 Chinese bauxite (Al:Si=5.0) Ex-VAT delivered price trend from 31/7/2018 to 30/9/2018 (RMB/t) 3
Graph 2 Chinese alumina 98.5% EXW price trend from 1/8/2018 to 29/9/2018 (RMB/t) 4
Graph 3 Alumina 98.5% EXW price trend in Shanxi from 1/8/2018 to 29/9/2018 (RMB/t) 4
Graph 4 Alumina 98.5% EXW price trend in Henan from 1/8/2018 to 29/9/2018 (RMB/t) 4
Graph 5 Alumina 98.5% EXW price trend in Shandong from 1/8/2018 to 29/9/2018 (RMB/t) 4
Graph 6 Alumina 98.5% EXW price trend in Guangxi from 1/8/2018 to 29/9/2018 (RMB/t) 4
Graph 7 Chinese aluminum hydroxide 64.5% EXW price trend from 1/8/2018 to 29/9/2018 (RMB/t) 5
Graph 8 Chinese aluminum fluoride 61% EXW price trend from 31/7/2018 to 30/9/2018 (RMB/t) 5
Graph 9 Chinese primary aluminum price trend from 1/8/2018 to 29/9/2018 (RMB/t) 5
Graph 10 Chinese secondary aluminum alloy ingot price trend from 1/8/2018 to 1/10/2018 (RMB/t) 6
Graph 11 Indian bauxite 43% CIF China price trend from 31/7/2018 to 30/9/2018 (USD/t) 6
Graph 12 Australian bauxite 52% CIF China price trend from 31/7/2018 to 30/9/2018 (USD/t) 6
Graph 13 Indonesia bauxite 46% CIF China price trend from 31/7/2018 to 30/9/2018 (USD/t) 6
Graph 14 Chinese aluminum fluoride 61% FOB price trend from 31/7/2018 to 30/9/2018 (USD/t) 6
Graph 15 LME aluminum spot settlement price trend from 1/8/2018 to 1/10/2018 (USD/t) 7
Graph 16 LME aluminum stocks trend from 1/8/2018 to 1/10/2018 (ton) 7
Graph 17 Chinese secondary aluminum alloy ingot FOB price trend from 1/8/2018 to 1/10/2018 (USD/t) 7
Graph 18 China's alumina output by month from 1/2017 to 9/2018 (KT) 8
Graph 19 China's monthly alumina output by major province from 1/2017 to 9/2018 (KT) 9
Graph 20 Chinese alumina producers' operating rate by month from 1/2017 to 9/2018 (%) 9
Graph 21 Chinese alumina producers' operating rate by month and province from 1/2017 to 9/2018 (%) 9
Graph 22 China's primary aluminum output by month from 1/2017 to 9/2018 (KT) 9
Graph 23 China's monthly primary aluminum output by province from 1/2017 to 9/2018 (KT) 9
Graph 24 Chinese primary aluminum producers' operating rate by month from 1/2017 to 9/2018 (%) 10
Graph 25 Chinese primary aluminum producers' operating rate by month and region from 1/2017 to 9/2018 (%) 10
Graph 26 China's aluminum fluoride output by month from 1/2017 to 9/2018 (Tonne) 10
Graph 27 China's aluminum fluoride output by month and major province from 1/2017 to 9/2018 (Tonne) 10
Graph 28 Chinese aluminum fluoride producers' inventory by month from 1/2017 to 9/2018 (Tonne) 10
Graph 29 China's consumption of imported bauxite by month from 1/2017 to 9/2017 (KT) 11
Graph 30 China's inventory of imported bauxite by month from 1/2017 to 9/2018 (KT) 11
Graph 31 Chinese fluorspar 97% delivered price trend from 31/7/2018 to 30/9/2018 (RMB/t) 11
Graph 32 Chinese caustic soda 32% 100% consistency price trend from 31/7/2018 to 30/9/2018 (RMB/t) 12
Graph 33 Chinese imported Zorba aluminum scrap (98-1) price trend from 1/8/2018 to 1/10/2018 (USD/t) 12


.Asian Metal Copyright2 Aluminum fluoride market strong 12 8Asian Metal Copyright