Monthly Aluminum Market Report Nov 2022
2022-12-20 18:04:58 【Print】
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1 Market Highlights 6
1.1 Chinese origin bauxite 6
1.2 Imported bauxite 6
1.3 Alumina 6
1.4 Aluminum fluoride 6
1.5 Primary aluminum 6
1.6 Secondary aluminum alloy ingot 6
1.7 Aluminum bar 6
2 Economy and Policy 6
2.1 Yunnan moderately expands bauxite mining scale with southeast Yunnan as focus 6
2.2 Shanxi bans new steel, aluminum capacity in key zones 6
2.3 China's nonferrous industry carbon emission to peak by 2030 6
2.4 Shandong issues heavy air pollution warning 6
2.5 Indonesia issues bauxite export quotas slowly 6
3 Market Movements 6
3.1 Chinese Market 6
3.1.1 Chinese origin bauxite price goes up 6
3.1.2 Chinese origin alumina price rebounds 6
3.1.3 Australian alumina price rebounds 7
3.1.4 Chinese aluminum fluoride price rises further 7
3.1.5 Aluminum hydroxide price rebounds 7
3.1.6 Prices for aluminum ingot 99.7%min go up 7
3.1.7 Chinese aluminum alloy ingot ADC12 price moves up 8
3.1.8 Chinese aluminum alloy ingot A356.2 market sees stable demand 8
3.1.9 Chinese aluminum scrap market sees short supply 8
3.1.10 TCs for Chinese aluminum bar 6063 move down 9
3.2 International Market 9
3.2.1 Guinean bauxite price keeps stable 9
3.2.2 Supply of Indonesian bauxite decreases significantly 9
3.2.3 Australian alumina export price edges down 10
3.2.4 Chinese aluminum fluoride export price soars 10
3.2.5 Import prices for cast aluminum alloy ingot move up 10
3.2.6 Chinese aluminum alloy ingot ADC12 export market quiet 10
3.2.7 Prices for imported Zorba aluminum scrap move up 10
4 Company News 11
4.1 Guangxi Investment Group to initiate the construction of one alumina project 11
4.2 Huayin Aluminum to launch a new alumina production line 11
4.3 Alufer Mining to start exporting the first vessel of bauxite 11
4.4 Uniprom Metal schedules to expand bauxite production 11
4.5 Hongran Aluminum to restart aluminum fluoride production 11
4.6 Xinghua Technology cuts alumina production 11
4.7 Golden Prosperous Resources receives bauxite mining license 11
4.8 Henan International Mining restarts normal bauxite production 11
4.9 Terra Aqua increases secondary aluminum alloy ingots production 11
4.10 Liannex Corporation to export the first vessel of bauxite 11
4.11 Guangxi Xinfa shuts down alumina production 11
4.12 Aostar Aluminum resumes primary aluminum production 12
4.13 Xinhao Aluminum's aluminum bar output up 12
4.14 Guangdong Longda's secondary aluminum alloy production down 12
4.15 Guangyuan Zhongfu to increase primary aluminum production 12
4.16 Changchun Longda's secondary aluminum alloy ingot production to go down 12
4.17 Xiongchuang Aluminum Alloy reduces operation of secondary aluminum alloy ingot production equipment 12
4.18 Guangyin Aluminum halts aluminum bar production 12
4.19 Shuntai Aluminum decreases aluminum bar production 12
4.20 Chengdu Sigma decreases secondary aluminum alloy production 13
4.21 Baiyinhua Coal and Electricity's primary aluminum output up 13
4.22 Baikuang Aluminum resumes primary aluminum production 13
4.23 Zhongqiang Nonferrous Metals suspends secondary aluminum alloy ingot production 13
4.24 Southeast Aluminum's aluminum bar output to go down 13
4.25 Yuxinlong Renewable Resources halts secondary aluminum alloy ingot production 13
4.26 Fuyuan Jinhong Metal decreases secondary aluminum alloy ingot production 13
4.27 Lilei Metal Material to reduce aluminum particle production 13
4.28 Delta Aluminium's secondary aluminum alloy ingot production down 13
5 Producers' Statistics 14
5.1 Chinese alumina producers' operating rate down by 10.48% MOM in Nov 14
5.2 China's alumina output down by 10.48% MOM in Nov 14
5.3 Chinese aluminum fluoride producers' operating rate up by 4.49% YOY in Nov 14
5.4 China's aluminum fluoride output up by 17.61% YOY in Nov 15
5.5 China's aluminum fluoride inventory up by 100% MOM in late Nov 15
5.6 Chinese bauxite producers' operating rate up by 20.53% MOM in Nov 16
5.7 China's bauxite output down by 23.17% YOY in Nov 16
5.8 Chinese primary aluminum producers' operating rate up by 0.91% MOM in Nov 17
5.9 China's primary aluminum output up by 0.91% MOM in Nov 17
5.10 China's primary aluminum inventory down by 23.21% MOM in late Nov 18
5.11 Chinese secondary aluminum alloy producers' operating rate down by 2.84% MOM in Nov 18
5.12 China's secondary aluminum alloy output down by 2.85% MOM in Nov 19
5.13 China's secondary aluminum alloy inventory up by 1.79% MOM in late Nov 19
5.14 Chinese aluminum bar producers' operating rate down by 0.57% MOM in Nov 20
5.15 China's aluminum bar output down by 0.56% MOM in Nov 20
5.16 China's aluminum bar inventory up by 16.98% MOM in late Nov 21
6 Consumers' Statistics 21
6.1 China's consumption of imported bauxite down by 7.48% MOM in Nov 21
6.2 China's inventory of imported bauxite down by 4.83% YOY in late Nov 22
6.3 China's consumption of domestic bauxite down by 15.74% YOY in Nov 22
6.4 China's inventory of domestic bauxite down by 37.79% MOM in late Nov 23
6.5 Chinese primary aluminum producers' alumina consumption up by 6% YOY in Nov 23
6.6 Chinese primary aluminum producers' alumina inventory down by 10.41% YOY in late Nov 24
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption down by 2.17% MOM in Nov 24
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 1.11% MOM in late Nov 25
7. Customs Statistics 25
7.1 China's bauxite import volume up by 9.27% MOM in Oct 25
7.2 China's alumina imports up by 14.26% YOY in Oct 26
7.3 China's anhydrous aluminum fluoride export volume soars by 173.10% YOY in Oct 26
7.4 China's unwrought aluminum(Al＜99.95%) import volume decreased 51.77% YoY in Oct 2022 27
7.5 China's unwrought aluminum alloy import volume decreased 15.49% YoY in Oct 2022 28
7.6 China's unwrought aluminum alloy export volume rose 67.16% YoY in Oct 2022 28
7.7 China's aluminum scrap import volume grew 74.89% YoY in Oct 2022 29
8 Relevant Industry News 30
8.1 Fluorspar price rises significantly 30
8.2 Liquid caustic soda price moves down 30
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 31
9.1.11 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 47%min ReSiO2 5% CIF China 31
9.2.3 Alumina 98.5%min FOB Australia 31
9.2.4 Aluminum fluoride 61%min FOB China 31
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 31
9.2.6 Aluminum alloy ingot ADC12 FOB China 31
9.2.7 Zorba aluminum scrap 98-1 CIF China 31
1.1 Chinese origin bauxite 6
1.2 Imported bauxite 6
1.3 Alumina 6
1.4 Aluminum fluoride 6
1.5 Primary aluminum 6
1.6 Secondary aluminum alloy ingot 6
1.7 Aluminum bar 6
2 Economy and Policy 6
2.1 Yunnan moderately expands bauxite mining scale with southeast Yunnan as focus 6
2.2 Shanxi bans new steel, aluminum capacity in key zones 6
2.3 China's nonferrous industry carbon emission to peak by 2030 6
2.4 Shandong issues heavy air pollution warning 6
2.5 Indonesia issues bauxite export quotas slowly 6
3 Market Movements 6
3.1 Chinese Market 6
3.1.1 Chinese origin bauxite price goes up 6
3.1.2 Chinese origin alumina price rebounds 6
3.1.3 Australian alumina price rebounds 7
3.1.4 Chinese aluminum fluoride price rises further 7
3.1.5 Aluminum hydroxide price rebounds 7
3.1.6 Prices for aluminum ingot 99.7%min go up 7
3.1.7 Chinese aluminum alloy ingot ADC12 price moves up 8
3.1.8 Chinese aluminum alloy ingot A356.2 market sees stable demand 8
3.1.9 Chinese aluminum scrap market sees short supply 8
3.1.10 TCs for Chinese aluminum bar 6063 move down 9
3.2 International Market 9
3.2.1 Guinean bauxite price keeps stable 9
3.2.2 Supply of Indonesian bauxite decreases significantly 9
3.2.3 Australian alumina export price edges down 10
3.2.4 Chinese aluminum fluoride export price soars 10
3.2.5 Import prices for cast aluminum alloy ingot move up 10
3.2.6 Chinese aluminum alloy ingot ADC12 export market quiet 10
3.2.7 Prices for imported Zorba aluminum scrap move up 10
4 Company News 11
4.1 Guangxi Investment Group to initiate the construction of one alumina project 11
4.2 Huayin Aluminum to launch a new alumina production line 11
4.3 Alufer Mining to start exporting the first vessel of bauxite 11
4.4 Uniprom Metal schedules to expand bauxite production 11
4.5 Hongran Aluminum to restart aluminum fluoride production 11
4.6 Xinghua Technology cuts alumina production 11
4.7 Golden Prosperous Resources receives bauxite mining license 11
4.8 Henan International Mining restarts normal bauxite production 11
4.9 Terra Aqua increases secondary aluminum alloy ingots production 11
4.10 Liannex Corporation to export the first vessel of bauxite 11
4.11 Guangxi Xinfa shuts down alumina production 11
4.12 Aostar Aluminum resumes primary aluminum production 12
4.13 Xinhao Aluminum's aluminum bar output up 12
4.14 Guangdong Longda's secondary aluminum alloy production down 12
4.15 Guangyuan Zhongfu to increase primary aluminum production 12
4.16 Changchun Longda's secondary aluminum alloy ingot production to go down 12
4.17 Xiongchuang Aluminum Alloy reduces operation of secondary aluminum alloy ingot production equipment 12
4.18 Guangyin Aluminum halts aluminum bar production 12
4.19 Shuntai Aluminum decreases aluminum bar production 12
4.20 Chengdu Sigma decreases secondary aluminum alloy production 13
4.21 Baiyinhua Coal and Electricity's primary aluminum output up 13
4.22 Baikuang Aluminum resumes primary aluminum production 13
4.23 Zhongqiang Nonferrous Metals suspends secondary aluminum alloy ingot production 13
4.24 Southeast Aluminum's aluminum bar output to go down 13
4.25 Yuxinlong Renewable Resources halts secondary aluminum alloy ingot production 13
4.26 Fuyuan Jinhong Metal decreases secondary aluminum alloy ingot production 13
4.27 Lilei Metal Material to reduce aluminum particle production 13
4.28 Delta Aluminium's secondary aluminum alloy ingot production down 13
5 Producers' Statistics 14
5.1 Chinese alumina producers' operating rate down by 10.48% MOM in Nov 14
5.2 China's alumina output down by 10.48% MOM in Nov 14
5.3 Chinese aluminum fluoride producers' operating rate up by 4.49% YOY in Nov 14
5.4 China's aluminum fluoride output up by 17.61% YOY in Nov 15
5.5 China's aluminum fluoride inventory up by 100% MOM in late Nov 15
5.6 Chinese bauxite producers' operating rate up by 20.53% MOM in Nov 16
5.7 China's bauxite output down by 23.17% YOY in Nov 16
5.8 Chinese primary aluminum producers' operating rate up by 0.91% MOM in Nov 17
5.9 China's primary aluminum output up by 0.91% MOM in Nov 17
5.10 China's primary aluminum inventory down by 23.21% MOM in late Nov 18
5.11 Chinese secondary aluminum alloy producers' operating rate down by 2.84% MOM in Nov 18
5.12 China's secondary aluminum alloy output down by 2.85% MOM in Nov 19
5.13 China's secondary aluminum alloy inventory up by 1.79% MOM in late Nov 19
5.14 Chinese aluminum bar producers' operating rate down by 0.57% MOM in Nov 20
5.15 China's aluminum bar output down by 0.56% MOM in Nov 20
5.16 China's aluminum bar inventory up by 16.98% MOM in late Nov 21
6 Consumers' Statistics 21
6.1 China's consumption of imported bauxite down by 7.48% MOM in Nov 21
6.2 China's inventory of imported bauxite down by 4.83% YOY in late Nov 22
6.3 China's consumption of domestic bauxite down by 15.74% YOY in Nov 22
6.4 China's inventory of domestic bauxite down by 37.79% MOM in late Nov 23
6.5 Chinese primary aluminum producers' alumina consumption up by 6% YOY in Nov 23
6.6 Chinese primary aluminum producers' alumina inventory down by 10.41% YOY in late Nov 24
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption down by 2.17% MOM in Nov 24
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 1.11% MOM in late Nov 25
7. Customs Statistics 25
7.1 China's bauxite import volume up by 9.27% MOM in Oct 25
7.2 China's alumina imports up by 14.26% YOY in Oct 26
7.3 China's anhydrous aluminum fluoride export volume soars by 173.10% YOY in Oct 26
7.4 China's unwrought aluminum(Al＜99.95%) import volume decreased 51.77% YoY in Oct 2022 27
7.5 China's unwrought aluminum alloy import volume decreased 15.49% YoY in Oct 2022 28
7.6 China's unwrought aluminum alloy export volume rose 67.16% YoY in Oct 2022 28
7.7 China's aluminum scrap import volume grew 74.89% YoY in Oct 2022 29
8 Relevant Industry News 30
8.1 Fluorspar price rises significantly 30
8.2 Liquid caustic soda price moves down 30
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 31
9.1.11 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 47%min ReSiO2 5% CIF China 31
9.2.3 Alumina 98.5%min FOB Australia 31
9.2.4 Aluminum fluoride 61%min FOB China 31
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 31
9.2.6 Aluminum alloy ingot ADC12 FOB China 31
9.2.7 Zorba aluminum scrap 98-1 CIF China 31
