Monthly Aluminum Market Report Jul 2022
2022-08-17 17:06:48 【Print】
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1 Market Highlights 7
1.1 Chinese origin bauxite 7
1.2 Imported bauxite 7
1.3 Alumina 7
1.4 Aluminum fluoride 7
1.5 Primary aluminum 7
1.6 Secondary aluminum alloy ingot 7
1.7 Aluminum bar 7
2 Economy and Policy 7
2.1 Crude oil prices drop sharply 7
2.2 India terminates anti-dumping measures against aluminum foil from China 7
2.3 US self-initiates circumvention inquiries on aluminum foil from China 7
2.4 MIIT: China to promote efficient recycling of copper, aluminum, zinc, nickel, cobalt, lithium and other strategic metal scraps 7
3 Market Movements 7
3.1 Chinese Market 7
3.1.1 Chinese origin bauxite price moves down 7
3.1.2 Chinese origin alumina price moves up 7
3.1.3 Australian alumina price goes up 8
3.1.4 Chinese aluminum fluoride price goes down 8
3.1.5 Aluminum hydroxide price moves up 8
3.1.6 Aluminum ingot 99.7%min market sees weak demand 8
3.1.7 Prices for Chinese aluminum alloy ingot ADC12 move down 9
3.1.8 Chinese aluminum alloy ingot A356.2 market demand still weak 9
3.1.9 Chinese cast aluminum scrap market sees rare deals 9
3.1.10 Chinese aluminum bar 6063 market sees weak demand 10
3.2 International Market 10
3.2.1 Guinean bauxite price rises rapidly 10
3.2.2 Indonesian bauxite price goes up further 10
3.2.3 Australian alumina export price moves down 11
3.2.4 Chinese aluminum fluoride export price moves down further 11
3.2.5 Prices for China's imported cast aluminum alloy ingot move down 11
3.2.6 Chinese aluminum alloy ingot ADC12 export market sees increasing deals 11
3.2.7 Prices for imported Zorba aluminum scrap move down 11
4 Company News 12
4.1 Chalco Guangxi Branch puts Jiaomei bauxite project into operation 12
4.2 AA Sawit to restart bauxite production 12
4.3 Shaoxing Industrial cuts aluminum fluoride production 12
4.4 Guinea SOREX to start bauxite mining infrastructure construction 12
4.5 Sierra Mineral starts loading the first cape-size shipment of bauxite to China 12
4.6 Vinacomin to start alumina furnace maintenance 12
4.7 Xiangfu Chemical restarts aluminum fluoride production 12
4.8 Argentina MDT cuts secondary aluminum alloys production 12
4.9 Malaysia IPS restarts bauxite production 12
4.10 Galuminium starts using imported bauxite 12
4.11 Noranda Alumina restarts bauxite exports to China 13
4.12 Hengtai Aluminum Section decreases secondary aluminum alloy ingot production 13
4.13 Yunyang Aluminum to see increase in electrical round aluminum rod production 13
4.14 Wanji Aluminum to decrease aluminum bar production 13
4.15 Xinjiang East Hope to increase aluminum bar production 13
4.16 Qiansheng Aluminum to resume secondary aluminum alloy ingot production 13
4.17 Laibin Yinhai Aluminum Alloy raises operating rate for aluminum bar production 13
4.18 Zhongfu Metal to reduce secondary aluminum alloy ingot production 13
4.19 Kanghong Industry and Trade finishes maintenance of secondary aluminum alloy ingot equipment 13
4.20 Nanping Aluminum completes aluminum bar production equipment maintenance 13
4.21 Xinyongfa Aluminum resumes secondary aluminum alloy ingot production 14
4.22 Dezheng Metal Material suspends secondary aluminum alloy ingot production 14
4.23 Qiya Aluminum resumes aluminum bar production 14
4.24 Xincheng Yongchuang's secondary aluminum alloy ingot project to go into production 14
4.25 Baotou Sigma to resume aluminum alloy ingot production 14
5 Producers' Statistics 14
5.1 Chinese alumina producers' operating rate up by 4.82% YOY in Jul 14
5.2 China's alumina output up by 14.57% YOY in Jul 14
5.3 Chinese aluminum fluoride producers' operating rate down by 10.86% MOM in Jul 15
5.4 China's aluminum fluoride output down by 10.85% MOM in Jul 15
5.5 China's aluminum fluoride inventory up by 14.86% YOY in late Jul 16
5.6 Chinese bauxite producers' operating rate down by 13.21% MOM in Jul 16
5.7 China's bauxite output down by 13.41% MOM in Jul 17
5.8 Chinese primary aluminum producers' operating rate up by 2.58% YOY in Jul 17
5.9 China's primary aluminum output up by 0.16% MOM in Jul 18
5.10 China's primary aluminum inventory down by 14.15% MOM in late Jul 18
5.11 Chinese secondary aluminum alloy producers' operating rate up by 0.67% MOM in Jul 19
5.12 China's secondary aluminum alloy output up by 0.67% MOM in Jul 19
5.13 China's secondary aluminum alloy inventory down by 25% MOM in late Jul 20
5.14 Chinese aluminum bar producers' operating rate up by 0.71% MOM in Jul 20
5.15 China's aluminum bar output down by 4.13% YOY in Jul 21
5.16 China's aluminum bar inventory down by 18.04% MOM in late Jul 21
6 Consumers' Statistics 22
6.1 China's consumption of imported bauxite up by 38.36% YOY in Jul 22
6.2 China's inventory of imported bauxite down by 4.84% YOY in late Jul 22
6.3 China's consumption of domestic bauxite down by 9.83% YOY in Jul 23
6.4 China's inventory of domestic bauxite down by 25.05% YOY in late Jul 23
6.5 Chinese primary aluminum producers' alumina consumption up by 1.71% YOY in Jul 24
6.6 Chinese primary aluminum producers' alumina inventory up by 3.29% MOM in late Jul 24
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption up by 1.36% MOM in Jul 25
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 8.6% MOM in late Jul 25
7. Customs Statistics 26
7.1 China's bauxite import volume down by 21.37% MOM in Jun 26
7.2 China's alumina imports soar by 93.79% MOM in Jun 26
7.3 China's anhydrous aluminum fluoride export volume up sharply by 91.26% YOY in Jun 27
7.4 China's unwrought aluminum(Al＜99.95%) import volume declined 82.02% YoY in Jun 2022 27
7.5 China's unwrought aluminum alloy import volume rose 31.45% YoY in Jun 2022 28
7.6 China's unwrought aluminum alloy export volume grew 68.24% YoY in Jun 2022 29
7.7 China's aluminum scrap import volume increased 220.32% YoY in Jun 2022 30
8 Relevant Industry News 31
8.1 Fluorspar price edges up 31
8.2 Liquid caustic soda price moves down 31
9 Market Outlook for Next Month 31
9.1 Chinese market 31
9.1.1 Bauxite Al/Si=5.0 delivered China 31
9.1.2 Alumina 98.5%min EXW China 31
9.1.3 Australian alumina 98.5%min delivered at Chinese ports 31
9.1.4 Aluminum fluoride 61%min EXW China 31
9.1.5 Aluminum hydroxide 64.5%min EXW China 31
9.1.6 Fluorspar dry powder 97%min delivered China 31
9.1.7 Liquid caustic soda 32%min delivered China 31
9.1.8 Aluminum ingot 99.7%min 31
9.1.9 Cast aluminum alloy ingot ADC12 EXW China 31
9.1.10 Aluminum bar 6063 φ120mm EXW in warehouse 32
9.1.11 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 32
9.2 International Market 32
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 32
9.2.2 Indonesian bauxite Al2O3 47%min ReSiO2 5% CIF China 32
9.2.3 Alumina 98.5%min FOB Australia 32
9.2.4 Aluminum fluoride 61%min FOB China 32
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 32
9.2.6 Aluminum alloy ingot ADC12 FOB China 32
9.2.7 Zorba aluminum scrap 98-1 CIF China 32
1.1 Chinese origin bauxite 7
1.2 Imported bauxite 7
1.3 Alumina 7
1.4 Aluminum fluoride 7
1.5 Primary aluminum 7
1.6 Secondary aluminum alloy ingot 7
1.7 Aluminum bar 7
2 Economy and Policy 7
2.1 Crude oil prices drop sharply 7
2.2 India terminates anti-dumping measures against aluminum foil from China 7
2.3 US self-initiates circumvention inquiries on aluminum foil from China 7
2.4 MIIT: China to promote efficient recycling of copper, aluminum, zinc, nickel, cobalt, lithium and other strategic metal scraps 7
3 Market Movements 7
3.1 Chinese Market 7
3.1.1 Chinese origin bauxite price moves down 7
3.1.2 Chinese origin alumina price moves up 7
3.1.3 Australian alumina price goes up 8
3.1.4 Chinese aluminum fluoride price goes down 8
3.1.5 Aluminum hydroxide price moves up 8
3.1.6 Aluminum ingot 99.7%min market sees weak demand 8
3.1.7 Prices for Chinese aluminum alloy ingot ADC12 move down 9
3.1.8 Chinese aluminum alloy ingot A356.2 market demand still weak 9
3.1.9 Chinese cast aluminum scrap market sees rare deals 9
3.1.10 Chinese aluminum bar 6063 market sees weak demand 10
3.2 International Market 10
3.2.1 Guinean bauxite price rises rapidly 10
3.2.2 Indonesian bauxite price goes up further 10
3.2.3 Australian alumina export price moves down 11
3.2.4 Chinese aluminum fluoride export price moves down further 11
3.2.5 Prices for China's imported cast aluminum alloy ingot move down 11
3.2.6 Chinese aluminum alloy ingot ADC12 export market sees increasing deals 11
3.2.7 Prices for imported Zorba aluminum scrap move down 11
4 Company News 12
4.1 Chalco Guangxi Branch puts Jiaomei bauxite project into operation 12
4.2 AA Sawit to restart bauxite production 12
4.3 Shaoxing Industrial cuts aluminum fluoride production 12
4.4 Guinea SOREX to start bauxite mining infrastructure construction 12
4.5 Sierra Mineral starts loading the first cape-size shipment of bauxite to China 12
4.6 Vinacomin to start alumina furnace maintenance 12
4.7 Xiangfu Chemical restarts aluminum fluoride production 12
4.8 Argentina MDT cuts secondary aluminum alloys production 12
4.9 Malaysia IPS restarts bauxite production 12
4.10 Galuminium starts using imported bauxite 12
4.11 Noranda Alumina restarts bauxite exports to China 13
4.12 Hengtai Aluminum Section decreases secondary aluminum alloy ingot production 13
4.13 Yunyang Aluminum to see increase in electrical round aluminum rod production 13
4.14 Wanji Aluminum to decrease aluminum bar production 13
4.15 Xinjiang East Hope to increase aluminum bar production 13
4.16 Qiansheng Aluminum to resume secondary aluminum alloy ingot production 13
4.17 Laibin Yinhai Aluminum Alloy raises operating rate for aluminum bar production 13
4.18 Zhongfu Metal to reduce secondary aluminum alloy ingot production 13
4.19 Kanghong Industry and Trade finishes maintenance of secondary aluminum alloy ingot equipment 13
4.20 Nanping Aluminum completes aluminum bar production equipment maintenance 13
4.21 Xinyongfa Aluminum resumes secondary aluminum alloy ingot production 14
4.22 Dezheng Metal Material suspends secondary aluminum alloy ingot production 14
4.23 Qiya Aluminum resumes aluminum bar production 14
4.24 Xincheng Yongchuang's secondary aluminum alloy ingot project to go into production 14
4.25 Baotou Sigma to resume aluminum alloy ingot production 14
5 Producers' Statistics 14
5.1 Chinese alumina producers' operating rate up by 4.82% YOY in Jul 14
5.2 China's alumina output up by 14.57% YOY in Jul 14
5.3 Chinese aluminum fluoride producers' operating rate down by 10.86% MOM in Jul 15
5.4 China's aluminum fluoride output down by 10.85% MOM in Jul 15
5.5 China's aluminum fluoride inventory up by 14.86% YOY in late Jul 16
5.6 Chinese bauxite producers' operating rate down by 13.21% MOM in Jul 16
5.7 China's bauxite output down by 13.41% MOM in Jul 17
5.8 Chinese primary aluminum producers' operating rate up by 2.58% YOY in Jul 17
5.9 China's primary aluminum output up by 0.16% MOM in Jul 18
5.10 China's primary aluminum inventory down by 14.15% MOM in late Jul 18
5.11 Chinese secondary aluminum alloy producers' operating rate up by 0.67% MOM in Jul 19
5.12 China's secondary aluminum alloy output up by 0.67% MOM in Jul 19
5.13 China's secondary aluminum alloy inventory down by 25% MOM in late Jul 20
5.14 Chinese aluminum bar producers' operating rate up by 0.71% MOM in Jul 20
5.15 China's aluminum bar output down by 4.13% YOY in Jul 21
5.16 China's aluminum bar inventory down by 18.04% MOM in late Jul 21
6 Consumers' Statistics 22
6.1 China's consumption of imported bauxite up by 38.36% YOY in Jul 22
6.2 China's inventory of imported bauxite down by 4.84% YOY in late Jul 22
6.3 China's consumption of domestic bauxite down by 9.83% YOY in Jul 23
6.4 China's inventory of domestic bauxite down by 25.05% YOY in late Jul 23
6.5 Chinese primary aluminum producers' alumina consumption up by 1.71% YOY in Jul 24
6.6 Chinese primary aluminum producers' alumina inventory up by 3.29% MOM in late Jul 24
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption up by 1.36% MOM in Jul 25
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 8.6% MOM in late Jul 25
7. Customs Statistics 26
7.1 China's bauxite import volume down by 21.37% MOM in Jun 26
7.2 China's alumina imports soar by 93.79% MOM in Jun 26
7.3 China's anhydrous aluminum fluoride export volume up sharply by 91.26% YOY in Jun 27
7.4 China's unwrought aluminum(Al＜99.95%) import volume declined 82.02% YoY in Jun 2022 27
7.5 China's unwrought aluminum alloy import volume rose 31.45% YoY in Jun 2022 28
7.6 China's unwrought aluminum alloy export volume grew 68.24% YoY in Jun 2022 29
7.7 China's aluminum scrap import volume increased 220.32% YoY in Jun 2022 30
8 Relevant Industry News 31
8.1 Fluorspar price edges up 31
8.2 Liquid caustic soda price moves down 31
9 Market Outlook for Next Month 31
9.1 Chinese market 31
9.1.1 Bauxite Al/Si=5.0 delivered China 31
9.1.2 Alumina 98.5%min EXW China 31
9.1.3 Australian alumina 98.5%min delivered at Chinese ports 31
9.1.4 Aluminum fluoride 61%min EXW China 31
9.1.5 Aluminum hydroxide 64.5%min EXW China 31
9.1.6 Fluorspar dry powder 97%min delivered China 31
9.1.7 Liquid caustic soda 32%min delivered China 31
9.1.8 Aluminum ingot 99.7%min 31
9.1.9 Cast aluminum alloy ingot ADC12 EXW China 31
9.1.10 Aluminum bar 6063 φ120mm EXW in warehouse 32
9.1.11 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 32
9.2 International Market 32
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 32
9.2.2 Indonesian bauxite Al2O3 47%min ReSiO2 5% CIF China 32
9.2.3 Alumina 98.5%min FOB Australia 32
9.2.4 Aluminum fluoride 61%min FOB China 32
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 32
9.2.6 Aluminum alloy ingot ADC12 FOB China 32
9.2.7 Zorba aluminum scrap 98-1 CIF China 32
