Monthly Aluminum Market Report Jun 2021

1 Market Highlights 5
1.1 Chinese origin bauxite 5
1.2 Imported bauxite 5
1.3 Alumina 5
1.4 Aluminum fluoride 5
1.5 Primary aluminum 5
1.6 Secondary aluminum alloy ingot 6
1.7 Alumina bar 6
2 Economy and Policy 6
2.1 Some cities in Malaysia closed as epidemic gets worse 6
2.2 CPCA: New energy passenger car forecast sales increased to 2.4 million units in 2021 6
2.3 Shanxi carries out centralized inspection and supervision on production safety 6
2.4 China to release first batch of aluminum, zinc, copper national reserves in 2021 6
2.5 Shandong releases notice on administration of high energy consumption and high emission projects 6
2.6 State Council Work Safety Committee to carry out nationwide safety production inspection 6
3 Market Movements 6
3.1 Chinese Market 6
3.1.1 Chinese origin bauxite price rises 6
3.1.2 Chinese alumina price moves up 6
3.1.3 Chinese aluminum fluoride price hits bottom and rebounds 7
3.1.4 Aluminum hydroxide price edges up 7
3.1.5 Primary aluminum price keeps fluctuating slightly 7
3.1.6 Chinese aluminum alloy ingot ADC12 price moves down 7
3.1.Asian Metal Copyright2.Asian Metal Copyright7 Chinese aluminum alloy ingot A356.2 market demand declines 8
3.1.8 Chinese cast aluminum scrap price moves down 8
3.1.9 Chinese aluminum bar 6063 market declines 8
3.2 International Market 9
3.2.1 Guinean bauxite price moves up 9
3.2.2 Indonesian bauxite price goes up 9
3.2.3 Australian bauxite price edges up 9
3.2.4 Australian alumina price increases 9
3.2.5 Chinese aluminum fluoride export price kept stable at low level 10
3.2.6 LME aluminum price rises with fluctuations and inventory decreases further 10
3.2.7 Chinese aluminum alloy ingot ADC12 export prices decline 10
3.2.8 China's imported Zorba aluminum scrap market quiet 10
4 Company News 11
4.1 Indonesia QAM receives bauxite export quota 11
4.2 Sanyi Chemical resumes aluminum fluoride production 11
4.3 ICF to restart aluminum fluoride production 11
4.4 Century Metal Recycling resumes normal secondary aluminum alloy production 11
4.5 SPIC Shanxi Aluminum cuts Chinese origin bauxite consumption volume 11
4.6 CSK Mining to increase bauxite production 11
4.7 Elixir Prahovo targets 4,000t of aluminum fluoride production in 2021 11
4.8 Montenegro UMD targets 800,000t of bauxite in 2021 11
4.9 Yingkou High-Tech to double the alumina consumption capacity 11
4.10 Supreme Minerals gets bauxite mining license 11
4.11 Harshprit Impex resumes normal secondary aluminum alloy production 12
4.12 Nove Metal Recycling cuts secondary aluminum alloy production 12
4.13 Qiansheng Aluminum halts secondary aluminum alloy ingot production 12
4.14 Xinjiang East Hope sees increase in aluminum bar production 12
4.15 Xiongchuang Aluminum Alloy to see decrease in secondary aluminum alloy production 12
4.16 Wantaihe Automotive Materials to see decline in secondary aluminum alloy ingot production 12
4.17 Nanyuan Aluminum restarts secondary aluminum alloy ingot production equipment 12
4.18 Fuyuan Jinhong sees decline in secondary aluminum alloy ingot production 12
4.19 Fuyuan Jinhong sees decline in secondary aluminum alloy ingot production 12
4.20 Xinhao Aluminum to see increase in aluminum bar production 12
4.21 Zhaofeng Aluminum & Electricity to resume primary aluminum production 13
4.22 Shengda Metal suspends secondary aluminum alloy ingot production 13
4.23 Zhongfu Metal maintains secondary aluminum alloy production equipment 13
4.24 Zhongbao Aluminum completes maintenance of secondary aluminum alloy ingot production line 13
4.25 Dongnan Aluminum to see increase in aluminum bar production 13
5 Producers' Statistics 13
5.1 Chinese alumina producers' operating rate up by 5.55% YOY in Jun 13
5.2 China's alumina output up by 7.58% YOY in Jun 14
5.3 Chinese aluminum fluoride producers' operating rate down by 52.37% MOM in Jun 14
5.4 China's aluminum fluoride output up by 57.09% MOM in Jun 14
5.5 China's aluminum fluoride inventory down by 26.92% MOM in late Jun 15
5.6 Chinese bauxite producers' operating rate up by 13.47% YOY in Jun 15
5.7 China's bauxite output down by 7.97% MOM in Jun 16
5.8 Chinese primary aluminum producers' operating rate down by 2.64% MOM in Jun 16
5.9 China's primary aluminum output down by 2.06% MOM in Jun 17
5.10 China's primary aluminum inventory up by 32.35% MOM in late Jun 17
5.11 Chinese secondary aluminum alloy producers' operating rate up by 3.16% YOY in Jun 18
5.12 China's secondary aluminum alloy output down by 8.09% MOM in Jun 18
5.13 China's secondary aluminum alloy inventory edges up by 4.77% MOM in late Jun 19
5.14 Chinese aluminum bar producers' operating rate down by 1.06% MOM in Jun 19
5.15 China's aluminum bar output down by 1.06% MOM in Jun 20
5.16 China's aluminum bar inventory down by 26.6% MOM in late Jun 20
6 Consumers' Statistics 21
6.1 China's consumption of imported bauxite up by 8.85% YOY in Jun 21
6.2 China's inventory of imported bauxite up by 9.97% YOY in late Jun 21
6.3 China's consumption of domestic bauxite down by 4.49% MOM in Jun 22
6.4 China's inventory of domestic bauxite down by 9.42% MOM in late Jun 22
6.5 Chinese primary aluminum producers' alumina consumption down by 8.49% MOM in Jun 23
6.6 Chinese primary aluminum producers' alumina inventory down by 1.16% MOM in late Jun 23
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption down by 8.78% MOM in Jun 24
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 16.05% MOM in late Jun 24
7. Customs Statistics 25
7.1 China's bauxite import volume up by 4.27% MOM in May 25
7.2 China's alumina imports down by 38.24% MOM in Jun 25
7.3 China's anhydrous aluminum fluoride export volume down sharply by 89.97% MOM in Jun 26
7.4 China's unwrought aluminum(Al＜99.Asian Metal Copyright4 China's inventory of domestic bauxite down by 9.Asian Metal Copyright95%) import volume increased 423.19% YoY in May 2021 26
7.5 China's unwrought aluminum alloy import volume rose 25.33% YoY in May 2021 27
7.6 China's unwrought aluminum alloy export volume fell 29.23% YoY in May 2021 28
7.7 China's aluminum scrap import volume declined 69.52% MoM in May 2021 29
8 Relevant Industry News 30
8.1 Fluorspar price falls 30
8.2 Liquid caustic soda price goes up 30
9 Market Outlook for Next Month 30
9.1 Chinese market 30
9.1.1 Bauxite Al/Si 5.0 delivered China 30
9.1.Asian Metal Copyright7 Zorba aluminum scrap 98-1 CIF China 31 Graph Graph 1 Chinese origin bauxite AlSi=5.Asian Metal Copyright2 Alumina 98.5%min EXW China 30
9.1.3 Aluminum fluoride 61%min EXW China 30
9.1.Asian Metal Copyright2 Imported bauxite 5 1.Asian Metal Copyright4 Aluminum hydroxide 64.5%min EXW China 30
9.1.5 Fluorspar dry powder 97%min delivered China 30
9.1.6 Liquid caustic soda 32%min delivered China 30
9.1.Asian Metal Copyright16% YOY in Jun 18 5.Asian Metal Copyright7 Aluminum ingot 99.7%min 30
9.1.8 Cast aluminum alloy ingot ADC12 EXW China 30
9.1.9 Aluminum bar 6063 120mm TC EXW warehouse 30
9.1.10 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 31
9.2 International Market 31
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 31
9.2.2 Indonesian bauxite Al2O3 46-47%min SiO2 8-10% CIF China 31
9.2.3 Australian bauxite Al2O3 52%min SiO2 10%max CIF China 31
9.2.Asian Metal Copyright2.Asian Metal Copyright4 Alumina 98.5%min FOB Australia 31
9.2.5 Aluminum fluoride 61%min FOB China 31
9.2.6 Cast aluminum alloy ingot ADC12 FOB China 31
9.2.7 Zorba aluminum scrap 98-1 CIF China 31

Graph

Graph 1 Chinese origin bauxite Al/Si=5.0 Ex-VAT delivered price trend from 1/5/2021 to 30/6/2021 (RMB/t) 7
Graph 2 Chinese alumina 98.5% EXW price trend from 1/5/2021 to 30/6/2021 (RMB/t) 7
Graph 3 Chinese aluminum hydroxide 61%min EXW price trend from 1/5/2021 to 30/6/2021 (RMB/t) 7
Graph 4 Chinese aluminum hydroxide 64.5% EXW price trend from 1/5/2021 to 30/6/2021 (RMB/t) 7
Graph 5 Chinese aluminum ingot in warehouse Shanghai price trend from 1/5/2021 to 30/6/2021 (RMB/t) 7
Graph 6 Chinese aluminum ingot in warehouse Guangzhou price trend from 1/5/2021 to 30/6/2021 (RMB/t) 8
Graph 7 Chinese secondary aluminum alloy ingot price trend from 1/5/2021 to 30/6/2021 (RMB/t) 8
Graph 8 Chinese aluminum alloy ingot A356.2 price trend from 1/5/2021 to 30/6/2021 (RMB/t) 8
Graph 9 Aluminum foundry scrap Al 91%min Ex-VAT delivered to China price trend from 1/5/2021 to 30/6/2021 (RMB/t) 8
Graph 10 Aluminum foundry scrap Al 86%min Ex-VAT delivered to China price trend from 1/5/2021 to 30/6/2021 (RMB/t) 8
Graph 11 Aluminum profile scrap Al 88%min Ex-VAT delivered to China price trend from 1/5/2021 to 30/6/2021 (RMB/t) 9
Graph 12 Aluminum plate scrap Al 88%min Ex-VAT delivered to China price trend from 1/5/2021 to 30/6/2021 (RMB/t) 9
Graph 13 TC for Chinese aluminum bar 6063 in warehouse Wuxi from 1/5/2021 to 30/6/2021 (RMB/t) 9
Graph 14 TC trend for Chinese aluminum bar 6063 in warehouse Foshan from 1/5/2021 to 30/6/2021 (RMB/t) 9
Graph 15 Guinean bauxite Al2O3 45% CIF China price trend from 1/5/2021 to 30/6/2021 (USD/dry ton) 9
Graph 16 Indonesian bauxite Al2O3 47%min CIF China price trend from 1/5/2021 to 30/6/2021 (USD/dry ton) 9
Graph 17 Indonesian bauxite Al2O3 49%min CIF China price trend from 1/5/2021 to 30/6/2021 (USD/dry ton) 9
Graph 18 Australian bauxite Al2O3 52%min CIF China price trend from 1/5/2021 to 30/6/2021 (USD/dry ton) 10
Graph 19 Australian alumina price trend from 1/5/2021 to 30/6/2021 (USD/t) 10
Graph 20 Chinese aluminum fluoride 61%min FOB price trend from 1/5/2021 to 30/6/2021 (USD/t) 10
Graph 21 LME aluminum spot settlement price trend from 1/5/2021 to 30/6/2021 (USD/t) 10
Graph 22 LME aluminum stocks trend from 1/5/2021 to 30/6/2021 (ton) 10
Graph 23 Chinese secondary aluminum alloy ingot FOB price trend from 1/5/2021 to 30/6/2021 (USD/t) 10
Graph 24 Chinese imported Zorba aluminum scrap 98-1 price trend from 1/5/2021 to 30/6/2021 (USD/t) 11
Graph 25 Chinese alumina producers' operating rate by month from 6/2020 to 6/2021 (%) 13
Graph 26 Chinese alumina producers' operating rate by month and province from 6/2020 to 6/2021 (%) 14
Graph 27 China's alumina output by month from 6/2020 to 6/2021 (Tonne) 14
Graph 28 China's monthly alumina output by major province from 6/2020 to 6/2021 (Tonne) 14
Graph 29 Chinese aluminum fluoride producers' operating rate by month from 6/2020 to 6/2021 (%) 14
Graph 30 Chinese aluminum fluoride producers' operating rate by major province by month from 6/2020 to 6/2021 (%) 15
Graph 31 China's aluminum fluoride output by month from 6/2020 to 6/2021 (Tonne) 15
Graph 32 China's monthly aluminum fluoride output by major province from 6/2020 to 6/2021 (Tonne) 15
Graph 33 China's aluminum fluoride inventory by month from 6/2020 to 6/2021 (Tonne) 15
Graph 34 China's monthly aluminum fluoride inventory by province from 6/2020 to 6/2021 (Tonne) 16
Graph 35 Chinese bauxite producers' operating rate by month from 6/2020 to 6/2021 (%) 16
Graph 36 Chinese bauxite producers' operating rate by province by month from 6/2020 to 6/2021 (%) 16
Graph 37 China's bauxite output by month from 6/2020 to 6/2021 (kt) 16
Graph 38 China's monthly bauxite output by province from 6/2020 to 6/2021 (kt) 17
Graph 39 Chinese primary aluminum producers' operating rate by month from 5/2020 to 6/2021 (%) 17
Graph 40 Chinese primary aluminum producers' operating rate by region by month from 5/2020 to 6/2021 (%) 17
Graph 41 China's primary aluminum output by month from 5/2020 to 6/2021 (Tonne) 17
Graph 42 China's monthly primary aluminum output by major province by month from 5/2020 to 6/2021 (Tonne) 18
Graph 43 China's primary aluminum inventory by month from 5/2020 to 6/2021 (Tonne) 18
Graph 44 China's monthly primary aluminum inventory by major province from 5/2020 to 6/2021 (Tonne) 18
Graph 45 Chinese secondary aluminum alloy producers' operating rate by month from 5/2020 to 6/2021 (%) 18
Graph 46 Chinese secondary aluminum alloy producers' operating rate by month and province from 5/2020 to 6/2021 (%) 19
Graph 47 China's secondary aluminum alloy output by month from 5/2020 to 6/2021 (Tonne) 19
Graph 48 China's secondary aluminum alloy output by month and major province from 5/2020 to 6/2021 (Tonne) 19
Graph 49 Chinese secondary aluminum alloy producers' inventory by month from 5/2020 to 6/2021 (Tonne) 19
Graph 50 Chinese secondary aluminum alloy producers' inventory by province from 5/2020 to 6/2021 (Tonne) 20
Graph 51 Chinese aluminum bar producers' operating rate by month from 5/2020 to 6/2021 (%) 20
Graph 52 Chinese aluminum bar producers' operating rate by month and province from 5/2020 to 6/2021 (%) 20
Graph 53 China's aluminum bar output by month from 5/2020 to 6/2021 (Tonne) 20
Graph 54 China's monthly aluminum bar output by major province by month from 5/2020 to 6/2021 (Tonne) 21
Graph 55 China's aluminum bar inventory by month from 5/2020 to 6/2021 (Tonne) 21
Graph 56 China's monthly aluminum bar inventory by province from 5/2020 to 6/2021 (Tonne) 21
Graph 57 China's consumption of imported bauxite by month from 6/2020 to 6/2021 (kt) 21
Graph 58 China's consumption of imported bauxite by major province by month from 6/2020 to 6/2021 (kt) 22
Graph 59 China's inventory of imported bauxite by month from 6/2020 to 6/2021 (kt) 22
Graph 60 China's inventory of imported bauxite by month and region from 6/2020 to 6/2021 (kt) 22
Graph 61 China's consumption of domestic bauxite by month from 6/2020 to 6/2021 (kt) 22
Graph 62 China's consumption of domestic bauxite by major province by month from 6/2020 to 6/2021 (kt) 23
Graph 63 China's inventory of domestic bauxite by month from 6/2020 to 6/2021 (kt) 23
Graph 64 China's inventory of domestic bauxite by month and major province from 6/2020 to 6/2021 (kt) 23
Graph 65 Chinese primary aluminum producers' alumina consumption by month from 6/2020 to 6/2021 (Tonne) 23
Graph 66 Chinese primary aluminum producers' monthly alumina consumption by region from 6/2020 to 6/2021 (Tonne) 24
Graph 67 Chinese primary aluminum producers' alumina inventory by month from 6/2020 to 6/2021 (Tonne) 24
Graph 68 Chinese primary aluminum producers' monthly alumina inventory by region from 6/2020 to 6/2021 (Tonne) 24
Graph 69 Chinese secondary aluminum alloy producers' aluminum scrap consumption by month from 5/2020 to 6/2021 (Tonne) 24
Graph 70 Chinese secondary aluminum alloy producers' monthly aluminum scrap consumption by region by month from 5/2020 to 6/2021 (Tonne) 25
Graph 71 Chinese secondary aluminum alloy producers' aluminum scrap inventory by month from 5/2020 to 6/2021 (Tonne) 25
Graph 72 Chinese secondary aluminum alloy producers' alumina inventory by region by month from 5/2020 to 6/2021 (Tonne) 25
Graph 73 China's imports of bauxite by month from 5/2020 to 5/2021 (Tonne) 25
Graph 74 China's imports of bauxite by major source country by month from 5/2020 to 5/2021 (Tonne) 26
Graph 75 China's alumina imports by month from 5/2020 to 5/2021 (Tonne) 26
Graph 76 China's alumina imports by major source country by month from 5/2020 to 5/2021 (Tonne) 26
Graph 77 China's exports of aluminum fluoride by month from 5/2020 to 5/2021 (Tonne) 26
Graph 78 China's exports of aluminum fluoride by major destination by month from 5/2020 to 5/2021 (Tonne) 27
Graph 79 China's import volume of unwrought aluminum(Al＜99.95%) in previous 13 months 27
Graph 80 China's import price of unwrought aluminum(Al＜99.95%) in previous 13 months 27
Graph 81 China's import volume of unwrought aluminum(Al＜99.95%) from top three countries in previous 13 months 27
Graph 82 China's import price of unwrought aluminum(Al＜99.95%) from top three countries in previous 13 months 28
Graph 83 China's import volume of unwrought aluminum alloy in previous 13 months 28
Graph 84 China's import price of unwrought aluminum alloy in previous 13 months 28
Graph 85 China's import volume of unwrought aluminum alloy from top three countries in previous 13 months 28
Graph 86 China's import price of unwrought aluminum alloy from top three countries in previous 13 months 28
Graph 87 China's export volume of unwrought aluminum alloy in previous 13 months 29
Graph 88 China's export price of unwrought aluminum alloy in previous 13 months 29
Graph 89 China's export volume of unwrought aluminum alloy to top three countries in previous 13 months 29
Graph 90 China's export price of unwrought aluminum alloy to top three countries in previous 13 months 29
Graph 91 China's import volume of aluminum scrap in previous 13 months 30
Graph 92 China's import price of aluminum scrap in previous 13 months 30
Graph 93 China's import volume of aluminum scrap from top three countries in previous 13 months 30
Graph 94 China's import price of aluminum scrap from top three countries in previous 13 months 30
Graph 95 Chinese fluorspar 97%min dry powder delivered price trend from 1/5/2021-30/6/2021 (RMB/t) 30
Graph 96 Chinese liquid caustic soda 32% delivered price trend from 1/5/2021-30/6/2021 (RMB/t) 30

Table 1 Chinese alumina producers' operating rate by major province by month from 5/2021 to 6/2021 (%) 14
Table 2 China's alumina output by major province by month from 5/2021 to 6/2021 (Tonne) 14
Table 3 Chinese aluminum fluoride producers' operating rate by major province by month from 5/2021 to 6/2021 (%) 15
Table 4 China's aluminum fluoride output by major province by month from 5/2021 to 6/2021 (Tonne) 15
Table 5 China's aluminum fluoride inventory by major province by month from 5/2021 to 6/2021 (Tonne) 16
Table 6 Chinese bauxite producers' operating rate by province by month from 5/2021 to 6/2021 (%) 16
Table 7 China's bauxite output by major province by month from 5/2021 to 6/2021 (10kt) 17
Table 8 Chinese primary aluminum producers' operating rate by major province by month from 5/2021 to 6/2021 (%) 17
Table 9 Chinese primary aluminum producers' output by major province by month from 5/2021 to 6/2021 (Tonne) 18
Table 10 Chinese primary aluminum producers' inventory by province by month from 5/2021 to 6/2021 (Tonne) 18
Table 11 Chinese secondary aluminum alloy producers' operating rate by major province by month from 5/2021 to 6/2021 (%) 19
Table 12 Chinese secondary aluminum alloy producers' output by major province by month from 5/2021 to 6/2021 (Tonne) 19
Table 13 Chinese secondary aluminum alloy producers' inventory by province by month from 5/2021 to 6/2021 (Tonne) 20
Table 14 Chinese aluminum bar producers' operating rate by major province by month from 5/2021 to 6/2021 (%) 20
Table 15 Chinese secondary aluminum alloy producers' output by major province by month from 5/2021 to 6/2021 (Tonne) 21
Table 16 Chinese secondary aluminum alloy producers' inventory by province by month from 5/2021 to 6/2021 (Tonne) 21
Table 17 China's consumption of imported bauxite by major province by month from 5/2021 to 6/2021 (10kt) 22
Table 18 China's inventory of imported bauxite by major province by month from 5/2021 to 6/2021 (10kt) 22
Table 19 China's consumption of domestic bauxite by major province by month from 5/2021 to 6/2021 (10kt) 23
Table 20 China's inventory of domestic bauxite by major province by month from 5/2021 to 6/2021 (10kt) 23
Table 21 Chinese primary aluminum producers' alumina consumption by major region by month from 5/2021 to 6/2021 (Tonne) 24
Table 22 Chinese primary aluminum producers' alumina inventory by major region by month from 5/2021 to 6/2021 (Tonne) 24
Table 23 Chinese secondary aluminum alloy producers' aluminum scrap consumption by major region by month from 5/2021 to 6/2021 (Tonne) 25
Table 24 Chinese secondary aluminum alloy producers' alumina inventory by region by month from 5/2020 to 6/2021 (Tonne) 25
Table 25 China's imports of bauxite by major source country from 4/2021 to 5/2021 (Tonne) 26
Table 26 China's imports of alumina by major source country from 4/2021 to 5/2021 (Tonne) 26
Table 27 China's exports of aluminum fluoride by major destination from 4/2021 to 5/2021 (Tonne) 27


.Asian Metal Copyright2Asian Metal Copyright