Monthly Aluminum Market Report Jan 2023
2023-02-17 17:52:43 【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 Shandong promotes nonferrous metal industry to reach peak carbon dioxide emissions 6
2.2 China to launch new round of domestic strategic minerals prospecting 6
3 Market Movements 6
3.1.1 Chinese origin bauxite price 6
3.1.2 Chinese origin alumina price moves up 6
3.1.3 Australian alumina price move down 6
3.1.4 Chinese aluminum fluoride price moves down sharply 7
3.1.5 Aluminum hydroxide price drops 7
3.1.6 Aluminum ingot 99.7%min price hits bottom and rebounds 7
3.1.7 Chinese aluminum alloy ingot ADC12 market sees weak demand 7
3.1.8 Chinese aluminum alloy ingot A356.2 market sees weak demand 8
3.1.9 Chinese aluminum scrap market still sees short supply 8
3.1.10 Chinese aluminum bar 6063 market sees fewer deals 8
3.2 International Market 9
3.2.1 Guinean bauxite price keeps stable 9
3.2.2 Indonesian bauxite price edges down 9
3.2.3 Australian alumina export price moves up 9
3.2.4 Chinese aluminum fluoride export price goes down 9
3.2.5 Import price of cast aluminum alloy ingot soars 10
3.2.6 Chinese aluminum alloy ingot ADC12 export market quiet 10
3.2.7 Chinese market sees more deals of imported Zorba aluminum scrap 10
4 Company News 10
4.1 CTC Energy & Mining to start bauxite production in Sierra Leone 10
4.2 PTM to restart secondary aluminum alloy ingot production 10
4.3 Vedanta's aluminum output decreases by 2% to 566,000t 10
4.4 Zhaohe New Material restarts normal aluminum fluoride production 10
4.5 LABH Enterprise restarts bauxite production 10
4.6 Jinruida Aluminum to start aluminum fluoride equipment maintenance 11
4.7 Guinea Shengrong Mining to start bauxite production 11
4.8 Uniprom Metal to restart bauxite production 11
4.8 Tianlin Aluminum overhauls aluminum bar production equipment 11
4.9 Chuangyuan Metal resumes aluminum bar production 11
4.10 Yuanhao Aluminum starts primary aluminum production 11
4.11 Hengjingyuan Aluminum to reduce aluminum bar production 11
4.12 Zunyi Aluminum cuts primary aluminum production 11
4.13 Aba Aluminum increases primary aluminum production 11
4.14 Zhongqiang Nonferrous Metals to halt secondary aluminum alloy ingot production 11
4.15 Zhengyuan New Material to start secondary aluminum alloy ingot production 12
4.16 Xinyongfa Aluminum to suspend secondary aluminum alloy ingot production 12
5 Producers' Statistics 12
5.1 Chinese alumina producers' operating rate down by 9.95% YOY in Jan 12
5.2 China's alumina output up by 4% MOM in Jan 12
5.3 Chinese aluminum fluoride producers' operating rate down by 14.20% MOM in Jan 13
5.4 China's aluminum fluoride output down by 14.20% MOM in Jan 13
5.5 China's aluminum fluoride inventory up by 250% MOM in late Jan 14
5.6 Chinese bauxite producers' operating rate up by 26.66% YOY in Jan 14
5.7 Chinese bauxite producers' output up by 4.07% MOM in Jan 15
5.8 Guinean bauxite producers' operating rate up by 16.26% YOY in Jan 15
5.9 Guinean bauxite producers' output up by 35.09% YOY in Jan 15
5.10 Chinese primary aluminum producers' operating rate records 79.8% in late Jan 16
5.11 China's primary aluminum output up by 4.74% YOY in Jan 16
5.12 China's primary aluminum inventory up by 270.8% MOM in late Jan 17
5.13 Chinese secondary aluminum alloy producers' operating rate records 24.24% in Jan 17
5.14 China's secondary aluminum alloy output down by 31.82% MOM in Jan 17
5.15 China's secondary aluminum alloy inventory up by 21.24% MOM in late Jan 18
5.16 Chinese aluminum bar producers' operating rate records 37.54% in Jan 18
5.17 China's aluminum bar output down by 15.31% MOM in Jan 19
5.18 China's aluminum bar inventory up by 209.64% MOM in late Jan 19
6 Consumers' Statistics 20
6.1 China's consumption of imported bauxite up by 8.46% YOY in Jan 20
6.2 China's inventory of imported bauxite up by 5.85% MOM in late Jan 20
6.3 China's consumption of domestic bauxite down by 4.26% YOY in Jan 21
6.4 China's inventory of domestic bauxite down by 39.17% YOY in late Jan 21
6.5 Chinese primary aluminum producers' alumina consumption up by 4.98% YOY in Jan 22
6.6 Chinese primary aluminum producers' alumina inventory down by 13.26% MOM in late Jan 22
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption down by 35.14% MOM in Jan 23
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 2.17% MOM in late Jan 23
7. Customs Statistics 24
7.1 China's bauxite import volume up by 16.30% YOY in Dec 24
7.2 China's alumina imports down by 51.34% YOY in Dec 24
7.3 China's anhydrous aluminum fluoride export volume soars by 206.12% YOY in Dec 25
7.4 China's unwrought aluminum(Al＜99.95%) import volume rose 55.75% YoY in Dec 2022 25
7.5 China's unwrought aluminum alloy import volume fell 28.21% YoY in Dec 2022 26
7.6 China's unwrought aluminum alloy export volume increased 131.83% YoY in Dec 2022 27
7.7 China's aluminum scrap import volume decreased 19.61% YoY in Dec 2022 28
8 Relevant Industry News 29
8.1 Fluorspar price falls sharply 29
8.2 Liquid caustic soda price moves down 29
9 Market Outlook for Next Month 29
9.1 Chinese market 29
9.1.1 Bauxite Al/Si=5.0 delivered China 29
9.1.2 Alumina 98.5%min EXW China 29
9.1.3 Australian alumina 98.5%min delivered at Chinese ports 29
9.1.4 Aluminum fluoride 61%min EXW China 29
9.1.5 Aluminum hydroxide 64.5%min EXW China 29
9.1.6 Fluorspar dry powder 97%min delivered China 29
9.1.7 Liquid caustic soda 32%min delivered China 29
9.1.8 Aluminum ingot 99.7%min 29
9.1.9 Cast aluminum alloy ingot ADC12 EXW China 29
9.1.10 Aluminum bar 6063 φ120mm EXW in warehouse 29
9.1.11 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 29
9.2 International Market 29
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 29
9.2.2 Indonesian bauxite Al2O3 47%min ReSiO2 5% CIF China 30
9.2.3 Alumina 98.5%min FOB Australia 30
9.2.4 Aluminum fluoride 61%min FOB China 30
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 30
9.2.6 Aluminum alloy ingot ADC12 FOB China 30
9.2.7 Zorba aluminum scrap 98-1 CIF China 30
Graph
Graph 1 Chinese origin bauxite Al/Si=5.0 Ex-VAT delivered price trend from 1/12/2022 to 31/1/2023 (RMB/t) 6
Graph 2 Chinese alumina 98.5% EXW price trend from 1/12/2022 to 31/1/2023 (RMB/t) 6
Graph 3 Australian alumina 98.5% price trend at Chinese ports from 1/12/2022 to 31/1/2023 (RMB/t) 6
Graph 4 Chinese aluminum hydroxide 61%min EXW price trend from 1/12/2022 to 31/1/2023 (RMB/t) 7
Graph 5 Chinese aluminum hydroxide 64.5% EXW price trend from 1/12/2022 to 31/1/2023 (RMB/t) 7
Graph 6 Chinese aluminum ingot in warehouse Shanghai price trend from 1/12/2022 to 31/1/2023 (RMB/t) 7
Graph 7 Chinese aluminum ingot in warehouse Guangzhou price trend from 1/12/2022 to 31/1/2023 (RMB/t) 7
Graph 8 Chinese secondary aluminum alloy ingot price trend from 1/12/2022 to 31/1/2023 (RMB/t) 7
Graph 9 Chinese aluminum alloy ingot A356.2 price trend from 1/12/2022 to 31/1/2023 (RMB/t) 8
Graph 10 Aluminum foundry scrap Al 93%min Ex-VAT delivered to China price trend from 1/12/2022 to 31/1/2023 (RMB/t) 8
Graph 11 Aluminum foundry scrap Al 91%min Ex-VAT delivered to China price trend from 1/12/2022 to 31/1/2023 (RMB/t) 8
Graph 12 Aluminum profile scrap Al 91%min Ex-VAT delivered to China price trend from 1/12/2022 to 31/1/2023 (RMB/t) 8
Graph 13 Aluminum plate scrap Al 91%min Ex-VAT delivered to China price trend from 1/12/2022 to 31/1/2023 (RMB/t) 8
Graph 14 TC for Chinese aluminum bar 6063 in warehouse Wuxi from 1/12/2022 to 31/1/2023 (RMB/t) 9
Graph 15 TC trend for Chinese aluminum bar 6063 in warehouse Foshan from 1/12/2022 to 31/1/2023 (RMB/t) 9
Graph 16 Guinean bauxite Al2O3 45% CIF China price trend from 1/12/2022 to 31/1/2023 (USD/dry ton) 9
Graph 17 Indonesian bauxite Al2O3 47%min CIF China price trend from 1/12/2022 to 31/1/2023 (USD/dry ton) 9
Graph 18 Indonesian bauxite Al2O3 49%min CIF China price trend from 1/12/2022 to 31/1/2023 (USD/dry ton) 9
Graph 19 Australian alumina price trend from 1/12/2022 to 31/1/2023 (USD/t) 9
Graph 20 Chinese aluminum fluoride 61%min FOB price trend from 1/12/2022 to 31/1/2023 (USD/t) 9
Graph 21 Chinese cast aluminum alloy ingot FOB price trend from 1/12/2022 to 31/1/2023 (USD/t) 10
Graph 22 Chinese secondary aluminum alloy ingot FOB price trend from 1/12/2022 to 31/1/2023 (USD/t) 10
Graph 23 Chinese imported Zorba aluminum scrap 98-1 price trend from 1/12/2022 to 31/1/2023 (USD/t) 10
Graph 24 Chinese alumina producers' operating rate by month from 1/2022 to 1/2023 (%) 12
Graph 25 Chinese alumina producers' operating rate by month and province from 1/2022 to 1/2023 (%) 12
Graph 26 China's alumina output by month from 1/2022 to 1/2023 (Tonne) 12
Graph 27 China's monthly alumina output by major province from 1/2022 to 1/2023 (Tonne) 13
Graph 28 Chinese aluminum fluoride producers' operating rate by month from 1/2022 to 1/2023 (%) 13
Graph 29 Chinese aluminum fluoride producers' operating rate by major province by month from 1/2022 to 1/2023 (%) 13
Graph 30 China's aluminum fluoride output by month from 1/2022 to 1/2023 (Tonne) 13
Graph 31 China's monthly aluminum fluoride output by major province from 1/2022 to 1/2023 (Tonne) 13
Graph 32 China's aluminum fluoride inventory by month from 1/2022 to 1/2023 (Tonne) 14
Graph 33 China's monthly aluminum fluoride inventory by province from 1/2022 to 1/2023 (Tonne) 14
Graph 34 Chinese bauxite producers' operating rate by month from 1/2022 to 1/2023 (%) 14
Graph 35 Chinese bauxite producers' operating rate by province by month from 1/2022 to 1/2023 (%) 14
Graph 36 China's bauxite output by month from 1/2022 to 1/2023 (kt) 15
Graph 37 China's monthly bauxite output by province from 1/2022 to 1/2023 (kt) 15
Graph 38 Guinean bauxite producers' operating rate by month from 1/2022 to 1/2023 (%) 15
Graph 39 Guinean bauxite producers' output by month from 1/2022 to 1/2023 (Tonne) 15
Graph 40 Chinese primary aluminum producers' operating rate by month from 1/2022 to 1/2023 (%) 16
Graph 41 Chinese primary aluminum producers' operating rate by region by month from 1/2022 to 1/2023 (%) 16
Graph 42 China's primary aluminum output by month from 1/2022 to 1/2023 (Tonne 16
Graph 43 China's monthly primary aluminum output by major province by month from 1/2022 to 1/2023 (Tonne) 16
Graph 44 China's primary aluminum inventory by month from 1/2022 to 1/2023 (Tonne) 17
Graph 45 China's monthly primary aluminum inventory by major province from 1/2022 to 1/2023 (Tonne) 17
Graph 46 Chinese secondary aluminum alloy producers' operating rate by month from 1/2022 to 1/2023 (%) 17
Graph 47 Chinese secondary aluminum alloy producers' operating rate by month and province from 1/2022 to 1/2023 (%) 17
Graph 48 China's secondary aluminum alloy output by month from 1/2022 to 1/2023 (Tonne) 18
Graph 49 China's secondary aluminum alloy output by month and major province from 1/2022 to 1/2023 (Tonne) 18
Graph 50 Chinese secondary aluminum alloy producers' inventory by month from 1/2022 to 1/2023 (Tonne) 18
Graph 51 Chinese secondary aluminum alloy producers' inventory by province from 1/2022 to 1/2023 (Tonne) 18
Graph 52 Chinese aluminum bar producers' operating rate by month from 1/2022 to 1/2023 (%) 18
Graph 53 Chinese aluminum bar producers' operating rate by month and province from 1/2022 to 1/2023 (%) 19
Graph 54 China's aluminum bar output by month from 1/2022 to 1/2023 (Tonne) 19
Graph 55 China's monthly aluminum bar output by major province by month from 1/2022 to 1/2023 (Tonne) 19
Graph 56 China's aluminum bar inventory by month from 1/2022 to 1/2023 (Tonne) 19
Graph 57 China's monthly aluminum bar inventory by province from 1/2022 to 1/2023 (Tonne) 19
Graph 58 China's consumption of imported bauxite by month from 1/2022 to 1/2023 (kt) 20
Graph 59 China's consumption of imported bauxite by major province by month from 1/2022 to 1/2023 (kt) 20
Graph 60 China's inventory of imported bauxite by month from 1/2022 to 1/2023 (kt) 20
Graph 61 China's inventory of imported bauxite by month and region from 1/2022 to 1/2023 (kt) 20
Graph 62 China's consumption of domestic bauxite by month from 1/2022 to 1/2023 (kt) 21
Graph 63 China's consumption of domestic bauxite by major province by month from 1/2022 to 1/2023 (kt) 21
Graph 64 China's inventory of domestic bauxite by month from 1/2022 to 1/2023 (kt) 21
Graph 65 China's inventory of domestic bauxite by month and major province from 1/2022 to 1/2023 (kt) 21
Graph 66 Chinese primary aluminum producers' alumina consumption by month from 1/2022 to 1/2023 (Tonne) 22
Graph 67 Chinese primary aluminum producers' monthly alumina consumption by region from 1/2022 to 1/2023 (Tonne) 22
Graph 68 Chinese primary aluminum producers' alumina inventory by month from 1/2022 to 1/2023 (Tonne) 22
Graph 69 Chinese primary aluminum producers' monthly alumina inventory by region from 1/2022 to 1/2023 (Tonne) 22
Graph 70 Chinese secondary aluminum alloy producers' aluminum scrap consumption by month from 1/2022 to 1/2023 (Tonne) 23
Graph 71 Chinese secondary aluminum alloy producers' monthly aluminum scrap consumption by region by month from 1/2022 to 1/2023 (Tonne) 23
Graph 72 Chinese secondary aluminum alloy producers' aluminum scrap inventory by month from 1/2022 to 1/2023 (Tonne) 23
Graph 73 Chinese secondary aluminum alloy producers' aluminum scrap inventory by region by month from 1/2022 to 1/2023 (Tonne) 23
Graph 74 China's imports of bauxite by month from 12/2021 to 12/2022 (Tonne) 24
Graph 75 China's imports of bauxite by major source country by month from 12/2021 to 12/2022 (Tonne) 24
Graph 76 China's alumina imports by month from 12/2021 to 12/2022 (Tonne) 24
Graph 77 China's alumina imports by major source country by month from 12/2021 to 12/2022 (Tonne) 24
Graph 78 China's exports of anhydrous aluminum fluoride by month from 12/2021 to 12/2022 (Tonne) 25
Graph 79 China's exports of anhydrous aluminum fluoride by major destination by month from 12/2021 to 12/2022 (Tonne) 25
Graph 80 China's import volume of unwrought aluminum(Al＜99.95%) in previous 13 months 25
Graph 81 China's import price of unwrought aluminum(Al＜99.95%) in previous 13 months 25
Graph 82 China's import volume of unwrought aluminum(Al＜99.95%) from top three countries in previous 13 months 26
Graph 83 China's import price of unwrought aluminum(Al＜99.95%) from top three countries in previous 13 months 26
Graph 84 China's import volume of unwrought aluminum alloy in previous 13 months 26
Graph 85 China's import price of unwrought aluminum alloy in previous 13 months 26
Graph 86 China's import volume of unwrought aluminum alloy from top three countries in previous 13 months 27
Graph 87 China's import price of unwrought aluminum alloy from top three countries in previous 13 months 27
Graph 88 China's export volume of unwrought aluminum alloy in previous 13 months 27
Graph 89 China's export price of unwrought aluminum alloy in previous 13 months 27
Graph 90 China's export volume of unwrought aluminum alloy to top three countries in previous 13 months 27
Graph 91 China's export price of unwrought aluminum alloy to top three countries in previous 13 months 28
Graph 92 China's import volume of aluminum scrap in previous 13 months 28
Graph 93 China's import price of aluminum scrap in previous 13 months 28
Graph 94 China's import volume of aluminum scrap from top three countries in previous 13 months 28
Graph 95 China's import price of aluminum scrap from top three countries in previous 13 months 28
Graph 96 Chinese fluorspar 97%min dry powder delivered price trend from 1/12/2022-31/1/2023 (RMB/t) 29
Graph 97 Chinese liquid caustic soda 32% delivered price trend from 1/12/2022-31/1/2023 (RMB/t) 29
Table
Table 1 Chinese alumina producers' operating rate by major province by month from 12/2022 to 1/2023 (%) 12
Table 2 China's alumina output by major province by month from 12/2022 to 1/2023 (Tonne) 12
Table 3 Chinese aluminum fluoride producers' operating rate by major province by month from 12/2022 to 1/2023 (%) 13
Table 4 China's aluminum fluoride output by major province by month from 12/2022 to 1/2023 (Tonne) 13
Table 5 China's aluminum fluoride inventory by major province by month from 12/2022 to 1/2023 (Tonne) 14
Table 6 Chinese bauxite producers' operating rate by province by month from 12/2022 to 1/2023 (%) 14
Table 7 China's bauxite output by major province by month from 12/2022 to 1/2023 (10kt) 15
Table 8 Chinese primary aluminum producers' operating rate by major province by month from 12/2022 to 1/2023 (%) 16
Table 9 Chinese primary aluminum producers' output by major province by month from 12/2022 to 1/2023 (Tonne) 16
Table 10 Chinese primary aluminum producers' inventory by province by month from 12/2022 to 1/2023 (Tonne) 17
Table 11 Chinese secondary aluminum alloy producers' operating rate by major province by month from 12/2022 to 1/2023 (%) 17
Table 12 China's secondary aluminum alloy output by month from 12/2022 to 1/2023 (Tonne) 18
Table 13 Chinese secondary aluminum alloy producers' inventory by province by month from 12/2022 to 1/2023 (Tonne) 18
Table 14 Chinese aluminum bar producers' operating rate by month from 12/2022 to 1/2023 (%) 19
Table 15 Chinese aluminum bar producers' output by major province by month from 12/2022 to 1/2023 (Tonne) 19
Table 16 China's aluminum bar inventory by month from 12/2022 to 1/2023 (Tonne) 19
Table 17 China's consumption of imported bauxite by major province by month from 12/2022 to 1/2023 (10kt) 20
Table 18 China's inventory of imported bauxite by major province by month from 12/2022 to 1/2023 (10kt) 20
Table 19 China's consumption of domestic bauxite by major province by month from 12/2022 to 1/2023 (10kt) 21
Table 20 China's inventory of domestic bauxite by major province by month from 12/2022 to 1/2023 (10kt) 21
Table 21 Chinese primary aluminum producers' alumina consumption by major region by month from 12/2022 to 1/2023 (Tonne) 22
Table 22 Chinese primary aluminum producers' alumina inventory by major region by month from 12/2022 to 1/2023 (Tonne) 22
Table 23 Chinese secondary aluminum alloy producers' aluminum scrap consumption by major region by month from 12/2022 to 1/2023 (Tonne) 23
Table 24 Chinese secondary aluminum alloy producers' aluminum scrap inventory by region by month from 12/2022 to 1/2023 (Tonne) 23
Table 25 China's imports of bauxite by major source country from 11/2022 to 12/2022 (Tonne) 24
Table 26 China's imports of alumina by major source country from 11/2022 to 12/2022 (Tonne) 24
Table 27 China's exports of anhydrous aluminum fluoride by major destination from 11/2022 to 12/2022 (Tonne) 25
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 Shandong promotes nonferrous metal industry to reach peak carbon dioxide emissions 6
2.2 China to launch new round of domestic strategic minerals prospecting 6
3 Market Movements 6
3.1.1 Chinese origin bauxite price 6
3.1.2 Chinese origin alumina price moves up 6
3.1.3 Australian alumina price move down 6
3.1.4 Chinese aluminum fluoride price moves down sharply 7
3.1.5 Aluminum hydroxide price drops 7
3.1.6 Aluminum ingot 99.7%min price hits bottom and rebounds 7
3.1.7 Chinese aluminum alloy ingot ADC12 market sees weak demand 7
3.1.8 Chinese aluminum alloy ingot A356.2 market sees weak demand 8
3.1.9 Chinese aluminum scrap market still sees short supply 8
3.1.10 Chinese aluminum bar 6063 market sees fewer deals 8
3.2 International Market 9
3.2.1 Guinean bauxite price keeps stable 9
3.2.2 Indonesian bauxite price edges down 9
3.2.3 Australian alumina export price moves up 9
3.2.4 Chinese aluminum fluoride export price goes down 9
3.2.5 Import price of cast aluminum alloy ingot soars 10
3.2.6 Chinese aluminum alloy ingot ADC12 export market quiet 10
3.2.7 Chinese market sees more deals of imported Zorba aluminum scrap 10
4 Company News 10
4.1 CTC Energy & Mining to start bauxite production in Sierra Leone 10
4.2 PTM to restart secondary aluminum alloy ingot production 10
4.3 Vedanta's aluminum output decreases by 2% to 566,000t 10
4.4 Zhaohe New Material restarts normal aluminum fluoride production 10
4.5 LABH Enterprise restarts bauxite production 10
4.6 Jinruida Aluminum to start aluminum fluoride equipment maintenance 11
4.7 Guinea Shengrong Mining to start bauxite production 11
4.8 Uniprom Metal to restart bauxite production 11
4.8 Tianlin Aluminum overhauls aluminum bar production equipment 11
4.9 Chuangyuan Metal resumes aluminum bar production 11
4.10 Yuanhao Aluminum starts primary aluminum production 11
4.11 Hengjingyuan Aluminum to reduce aluminum bar production 11
4.12 Zunyi Aluminum cuts primary aluminum production 11
4.13 Aba Aluminum increases primary aluminum production 11
4.14 Zhongqiang Nonferrous Metals to halt secondary aluminum alloy ingot production 11
4.15 Zhengyuan New Material to start secondary aluminum alloy ingot production 12
4.16 Xinyongfa Aluminum to suspend secondary aluminum alloy ingot production 12
5 Producers' Statistics 12
5.1 Chinese alumina producers' operating rate down by 9.95% YOY in Jan 12
5.2 China's alumina output up by 4% MOM in Jan 12
5.3 Chinese aluminum fluoride producers' operating rate down by 14.20% MOM in Jan 13
5.4 China's aluminum fluoride output down by 14.20% MOM in Jan 13
5.5 China's aluminum fluoride inventory up by 250% MOM in late Jan 14
5.6 Chinese bauxite producers' operating rate up by 26.66% YOY in Jan 14
5.7 Chinese bauxite producers' output up by 4.07% MOM in Jan 15
5.8 Guinean bauxite producers' operating rate up by 16.26% YOY in Jan 15
5.9 Guinean bauxite producers' output up by 35.09% YOY in Jan 15
5.10 Chinese primary aluminum producers' operating rate records 79.8% in late Jan 16
5.11 China's primary aluminum output up by 4.74% YOY in Jan 16
5.12 China's primary aluminum inventory up by 270.8% MOM in late Jan 17
5.13 Chinese secondary aluminum alloy producers' operating rate records 24.24% in Jan 17
5.14 China's secondary aluminum alloy output down by 31.82% MOM in Jan 17
5.15 China's secondary aluminum alloy inventory up by 21.24% MOM in late Jan 18
5.16 Chinese aluminum bar producers' operating rate records 37.54% in Jan 18
5.17 China's aluminum bar output down by 15.31% MOM in Jan 19
5.18 China's aluminum bar inventory up by 209.64% MOM in late Jan 19
6 Consumers' Statistics 20
6.1 China's consumption of imported bauxite up by 8.46% YOY in Jan 20
6.2 China's inventory of imported bauxite up by 5.85% MOM in late Jan 20
6.3 China's consumption of domestic bauxite down by 4.26% YOY in Jan 21
6.4 China's inventory of domestic bauxite down by 39.17% YOY in late Jan 21
6.5 Chinese primary aluminum producers' alumina consumption up by 4.98% YOY in Jan 22
6.6 Chinese primary aluminum producers' alumina inventory down by 13.26% MOM in late Jan 22
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption down by 35.14% MOM in Jan 23
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 2.17% MOM in late Jan 23
7. Customs Statistics 24
7.1 China's bauxite import volume up by 16.30% YOY in Dec 24
7.2 China's alumina imports down by 51.34% YOY in Dec 24
7.3 China's anhydrous aluminum fluoride export volume soars by 206.12% YOY in Dec 25
7.4 China's unwrought aluminum(Al＜99.95%) import volume rose 55.75% YoY in Dec 2022 25
7.5 China's unwrought aluminum alloy import volume fell 28.21% YoY in Dec 2022 26
7.6 China's unwrought aluminum alloy export volume increased 131.83% YoY in Dec 2022 27
7.7 China's aluminum scrap import volume decreased 19.61% YoY in Dec 2022 28
8 Relevant Industry News 29
8.1 Fluorspar price falls sharply 29
8.2 Liquid caustic soda price moves down 29
9 Market Outlook for Next Month 29
9.1 Chinese market 29
9.1.1 Bauxite Al/Si=5.0 delivered China 29
9.1.2 Alumina 98.5%min EXW China 29
9.1.3 Australian alumina 98.5%min delivered at Chinese ports 29
9.1.4 Aluminum fluoride 61%min EXW China 29
9.1.5 Aluminum hydroxide 64.5%min EXW China 29
9.1.6 Fluorspar dry powder 97%min delivered China 29
9.1.7 Liquid caustic soda 32%min delivered China 29
9.1.8 Aluminum ingot 99.7%min 29
9.1.9 Cast aluminum alloy ingot ADC12 EXW China 29
9.1.10 Aluminum bar 6063 φ120mm EXW in warehouse 29
9.1.11 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 29
9.2 International Market 29
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 29
9.2.2 Indonesian bauxite Al2O3 47%min ReSiO2 5% CIF China 30
9.2.3 Alumina 98.5%min FOB Australia 30
9.2.4 Aluminum fluoride 61%min FOB China 30
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 30
9.2.6 Aluminum alloy ingot ADC12 FOB China 30
9.2.7 Zorba aluminum scrap 98-1 CIF China 30
Graph
Graph 1 Chinese origin bauxite Al/Si=5.0 Ex-VAT delivered price trend from 1/12/2022 to 31/1/2023 (RMB/t) 6
Graph 2 Chinese alumina 98.5% EXW price trend from 1/12/2022 to 31/1/2023 (RMB/t) 6
Graph 3 Australian alumina 98.5% price trend at Chinese ports from 1/12/2022 to 31/1/2023 (RMB/t) 6
Graph 4 Chinese aluminum hydroxide 61%min EXW price trend from 1/12/2022 to 31/1/2023 (RMB/t) 7
Graph 5 Chinese aluminum hydroxide 64.5% EXW price trend from 1/12/2022 to 31/1/2023 (RMB/t) 7
Graph 6 Chinese aluminum ingot in warehouse Shanghai price trend from 1/12/2022 to 31/1/2023 (RMB/t) 7
Graph 7 Chinese aluminum ingot in warehouse Guangzhou price trend from 1/12/2022 to 31/1/2023 (RMB/t) 7
Graph 8 Chinese secondary aluminum alloy ingot price trend from 1/12/2022 to 31/1/2023 (RMB/t) 7
Graph 9 Chinese aluminum alloy ingot A356.2 price trend from 1/12/2022 to 31/1/2023 (RMB/t) 8
Graph 10 Aluminum foundry scrap Al 93%min Ex-VAT delivered to China price trend from 1/12/2022 to 31/1/2023 (RMB/t) 8
Graph 11 Aluminum foundry scrap Al 91%min Ex-VAT delivered to China price trend from 1/12/2022 to 31/1/2023 (RMB/t) 8
Graph 12 Aluminum profile scrap Al 91%min Ex-VAT delivered to China price trend from 1/12/2022 to 31/1/2023 (RMB/t) 8
Graph 13 Aluminum plate scrap Al 91%min Ex-VAT delivered to China price trend from 1/12/2022 to 31/1/2023 (RMB/t) 8
Graph 14 TC for Chinese aluminum bar 6063 in warehouse Wuxi from 1/12/2022 to 31/1/2023 (RMB/t) 9
Graph 15 TC trend for Chinese aluminum bar 6063 in warehouse Foshan from 1/12/2022 to 31/1/2023 (RMB/t) 9
Graph 16 Guinean bauxite Al2O3 45% CIF China price trend from 1/12/2022 to 31/1/2023 (USD/dry ton) 9
Graph 17 Indonesian bauxite Al2O3 47%min CIF China price trend from 1/12/2022 to 31/1/2023 (USD/dry ton) 9
Graph 18 Indonesian bauxite Al2O3 49%min CIF China price trend from 1/12/2022 to 31/1/2023 (USD/dry ton) 9
Graph 19 Australian alumina price trend from 1/12/2022 to 31/1/2023 (USD/t) 9
Graph 20 Chinese aluminum fluoride 61%min FOB price trend from 1/12/2022 to 31/1/2023 (USD/t) 9
Graph 21 Chinese cast aluminum alloy ingot FOB price trend from 1/12/2022 to 31/1/2023 (USD/t) 10
Graph 22 Chinese secondary aluminum alloy ingot FOB price trend from 1/12/2022 to 31/1/2023 (USD/t) 10
Graph 23 Chinese imported Zorba aluminum scrap 98-1 price trend from 1/12/2022 to 31/1/2023 (USD/t) 10
Graph 24 Chinese alumina producers' operating rate by month from 1/2022 to 1/2023 (%) 12
Graph 25 Chinese alumina producers' operating rate by month and province from 1/2022 to 1/2023 (%) 12
Graph 26 China's alumina output by month from 1/2022 to 1/2023 (Tonne) 12
Graph 27 China's monthly alumina output by major province from 1/2022 to 1/2023 (Tonne) 13
Graph 28 Chinese aluminum fluoride producers' operating rate by month from 1/2022 to 1/2023 (%) 13
Graph 29 Chinese aluminum fluoride producers' operating rate by major province by month from 1/2022 to 1/2023 (%) 13
Graph 30 China's aluminum fluoride output by month from 1/2022 to 1/2023 (Tonne) 13
Graph 31 China's monthly aluminum fluoride output by major province from 1/2022 to 1/2023 (Tonne) 13
Graph 32 China's aluminum fluoride inventory by month from 1/2022 to 1/2023 (Tonne) 14
Graph 33 China's monthly aluminum fluoride inventory by province from 1/2022 to 1/2023 (Tonne) 14
Graph 34 Chinese bauxite producers' operating rate by month from 1/2022 to 1/2023 (%) 14
Graph 35 Chinese bauxite producers' operating rate by province by month from 1/2022 to 1/2023 (%) 14
Graph 36 China's bauxite output by month from 1/2022 to 1/2023 (kt) 15
Graph 37 China's monthly bauxite output by province from 1/2022 to 1/2023 (kt) 15
Graph 38 Guinean bauxite producers' operating rate by month from 1/2022 to 1/2023 (%) 15
Graph 39 Guinean bauxite producers' output by month from 1/2022 to 1/2023 (Tonne) 15
Graph 40 Chinese primary aluminum producers' operating rate by month from 1/2022 to 1/2023 (%) 16
Graph 41 Chinese primary aluminum producers' operating rate by region by month from 1/2022 to 1/2023 (%) 16
Graph 42 China's primary aluminum output by month from 1/2022 to 1/2023 (Tonne 16
Graph 43 China's monthly primary aluminum output by major province by month from 1/2022 to 1/2023 (Tonne) 16
Graph 44 China's primary aluminum inventory by month from 1/2022 to 1/2023 (Tonne) 17
Graph 45 China's monthly primary aluminum inventory by major province from 1/2022 to 1/2023 (Tonne) 17
Graph 46 Chinese secondary aluminum alloy producers' operating rate by month from 1/2022 to 1/2023 (%) 17
Graph 47 Chinese secondary aluminum alloy producers' operating rate by month and province from 1/2022 to 1/2023 (%) 17
Graph 48 China's secondary aluminum alloy output by month from 1/2022 to 1/2023 (Tonne) 18
Graph 49 China's secondary aluminum alloy output by month and major province from 1/2022 to 1/2023 (Tonne) 18
Graph 50 Chinese secondary aluminum alloy producers' inventory by month from 1/2022 to 1/2023 (Tonne) 18
Graph 51 Chinese secondary aluminum alloy producers' inventory by province from 1/2022 to 1/2023 (Tonne) 18
Graph 52 Chinese aluminum bar producers' operating rate by month from 1/2022 to 1/2023 (%) 18
Graph 53 Chinese aluminum bar producers' operating rate by month and province from 1/2022 to 1/2023 (%) 19
Graph 54 China's aluminum bar output by month from 1/2022 to 1/2023 (Tonne) 19
Graph 55 China's monthly aluminum bar output by major province by month from 1/2022 to 1/2023 (Tonne) 19
Graph 56 China's aluminum bar inventory by month from 1/2022 to 1/2023 (Tonne) 19
Graph 57 China's monthly aluminum bar inventory by province from 1/2022 to 1/2023 (Tonne) 19
Graph 58 China's consumption of imported bauxite by month from 1/2022 to 1/2023 (kt) 20
Graph 59 China's consumption of imported bauxite by major province by month from 1/2022 to 1/2023 (kt) 20
Graph 60 China's inventory of imported bauxite by month from 1/2022 to 1/2023 (kt) 20
Graph 61 China's inventory of imported bauxite by month and region from 1/2022 to 1/2023 (kt) 20
Graph 62 China's consumption of domestic bauxite by month from 1/2022 to 1/2023 (kt) 21
Graph 63 China's consumption of domestic bauxite by major province by month from 1/2022 to 1/2023 (kt) 21
Graph 64 China's inventory of domestic bauxite by month from 1/2022 to 1/2023 (kt) 21
Graph 65 China's inventory of domestic bauxite by month and major province from 1/2022 to 1/2023 (kt) 21
Graph 66 Chinese primary aluminum producers' alumina consumption by month from 1/2022 to 1/2023 (Tonne) 22
Graph 67 Chinese primary aluminum producers' monthly alumina consumption by region from 1/2022 to 1/2023 (Tonne) 22
Graph 68 Chinese primary aluminum producers' alumina inventory by month from 1/2022 to 1/2023 (Tonne) 22
Graph 69 Chinese primary aluminum producers' monthly alumina inventory by region from 1/2022 to 1/2023 (Tonne) 22
Graph 70 Chinese secondary aluminum alloy producers' aluminum scrap consumption by month from 1/2022 to 1/2023 (Tonne) 23
Graph 71 Chinese secondary aluminum alloy producers' monthly aluminum scrap consumption by region by month from 1/2022 to 1/2023 (Tonne) 23
Graph 72 Chinese secondary aluminum alloy producers' aluminum scrap inventory by month from 1/2022 to 1/2023 (Tonne) 23
Graph 73 Chinese secondary aluminum alloy producers' aluminum scrap inventory by region by month from 1/2022 to 1/2023 (Tonne) 23
Graph 74 China's imports of bauxite by month from 12/2021 to 12/2022 (Tonne) 24
Graph 75 China's imports of bauxite by major source country by month from 12/2021 to 12/2022 (Tonne) 24
Graph 76 China's alumina imports by month from 12/2021 to 12/2022 (Tonne) 24
Graph 77 China's alumina imports by major source country by month from 12/2021 to 12/2022 (Tonne) 24
Graph 78 China's exports of anhydrous aluminum fluoride by month from 12/2021 to 12/2022 (Tonne) 25
Graph 79 China's exports of anhydrous aluminum fluoride by major destination by month from 12/2021 to 12/2022 (Tonne) 25
Graph 80 China's import volume of unwrought aluminum(Al＜99.95%) in previous 13 months 25
Graph 81 China's import price of unwrought aluminum(Al＜99.95%) in previous 13 months 25
Graph 82 China's import volume of unwrought aluminum(Al＜99.95%) from top three countries in previous 13 months 26
Graph 83 China's import price of unwrought aluminum(Al＜99.95%) from top three countries in previous 13 months 26
Graph 84 China's import volume of unwrought aluminum alloy in previous 13 months 26
Graph 85 China's import price of unwrought aluminum alloy in previous 13 months 26
Graph 86 China's import volume of unwrought aluminum alloy from top three countries in previous 13 months 27
Graph 87 China's import price of unwrought aluminum alloy from top three countries in previous 13 months 27
Graph 88 China's export volume of unwrought aluminum alloy in previous 13 months 27
Graph 89 China's export price of unwrought aluminum alloy in previous 13 months 27
Graph 90 China's export volume of unwrought aluminum alloy to top three countries in previous 13 months 27
Graph 91 China's export price of unwrought aluminum alloy to top three countries in previous 13 months 28
Graph 92 China's import volume of aluminum scrap in previous 13 months 28
Graph 93 China's import price of aluminum scrap in previous 13 months 28
Graph 94 China's import volume of aluminum scrap from top three countries in previous 13 months 28
Graph 95 China's import price of aluminum scrap from top three countries in previous 13 months 28
Graph 96 Chinese fluorspar 97%min dry powder delivered price trend from 1/12/2022-31/1/2023 (RMB/t) 29
Graph 97 Chinese liquid caustic soda 32% delivered price trend from 1/12/2022-31/1/2023 (RMB/t) 29
Table
Table 1 Chinese alumina producers' operating rate by major province by month from 12/2022 to 1/2023 (%) 12
Table 2 China's alumina output by major province by month from 12/2022 to 1/2023 (Tonne) 12
Table 3 Chinese aluminum fluoride producers' operating rate by major province by month from 12/2022 to 1/2023 (%) 13
Table 4 China's aluminum fluoride output by major province by month from 12/2022 to 1/2023 (Tonne) 13
Table 5 China's aluminum fluoride inventory by major province by month from 12/2022 to 1/2023 (Tonne) 14
Table 6 Chinese bauxite producers' operating rate by province by month from 12/2022 to 1/2023 (%) 14
Table 7 China's bauxite output by major province by month from 12/2022 to 1/2023 (10kt) 15
Table 8 Chinese primary aluminum producers' operating rate by major province by month from 12/2022 to 1/2023 (%) 16
Table 9 Chinese primary aluminum producers' output by major province by month from 12/2022 to 1/2023 (Tonne) 16
Table 10 Chinese primary aluminum producers' inventory by province by month from 12/2022 to 1/2023 (Tonne) 17
Table 11 Chinese secondary aluminum alloy producers' operating rate by major province by month from 12/2022 to 1/2023 (%) 17
Table 12 China's secondary aluminum alloy output by month from 12/2022 to 1/2023 (Tonne) 18
Table 13 Chinese secondary aluminum alloy producers' inventory by province by month from 12/2022 to 1/2023 (Tonne) 18
Table 14 Chinese aluminum bar producers' operating rate by month from 12/2022 to 1/2023 (%) 19
Table 15 Chinese aluminum bar producers' output by major province by month from 12/2022 to 1/2023 (Tonne) 19
Table 16 China's aluminum bar inventory by month from 12/2022 to 1/2023 (Tonne) 19
Table 17 China's consumption of imported bauxite by major province by month from 12/2022 to 1/2023 (10kt) 20
Table 18 China's inventory of imported bauxite by major province by month from 12/2022 to 1/2023 (10kt) 20
Table 19 China's consumption of domestic bauxite by major province by month from 12/2022 to 1/2023 (10kt) 21
Table 20 China's inventory of domestic bauxite by major province by month from 12/2022 to 1/2023 (10kt) 21
Table 21 Chinese primary aluminum producers' alumina consumption by major region by month from 12/2022 to 1/2023 (Tonne) 22
Table 22 Chinese primary aluminum producers' alumina inventory by major region by month from 12/2022 to 1/2023 (Tonne) 22
Table 23 Chinese secondary aluminum alloy producers' aluminum scrap consumption by major region by month from 12/2022 to 1/2023 (Tonne) 23
Table 24 Chinese secondary aluminum alloy producers' aluminum scrap inventory by region by month from 12/2022 to 1/2023 (Tonne) 23
Table 25 China's imports of bauxite by major source country from 11/2022 to 12/2022 (Tonne) 24
Table 26 China's imports of alumina by major source country from 11/2022 to 12/2022 (Tonne) 24
Table 27 China's exports of anhydrous aluminum fluoride by major destination from 11/2022 to 12/2022 (Tonne) 25
