Monthly Aluminum Market Report Mar 2023
2023-04-14 14:49:22 【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 Indonesia's bauxite exports stagnated ahead of schedule 6
2.2 IAI launches Aluminium Forward 2030 for net-zero emission target 6
2.3 US initiates first antidumping and countervailing review on aluminum foil from China 6
2.4 Brazil extends suspension of final countervailing duty against aluminum rolled products from China 6
2.5 Australia initiates anti-dumping and countervailing review investigation on aluminum extrusions from China 6
3 Market Movements 6
3.1 Chinese Market 6
3.1.1 Chinese origin bauxite price declines 6
3.1.2 Chinese origin alumina price moves down 6
3.1.3 Australian alumina price moves down 7
3.1.4 Chinese aluminum fluoride price slumps 7
3.1.5 Aluminum hydroxide price goes down 7
3.1.6 Demand for aluminum ingot 99.7%min rebounds 7
3.1.7 Chinese aluminum alloy ingot ADC12 market sees rare deals 7
3.1.8 Chinese aluminum alloy ingot A356.2 market sees weak demand 8
3.1.9 Chinese cast aluminum scrap consumers prudent to build stocks 8
3.1.10 Chinese aluminum bar 6063 market sees strong demand 8
3.2 International Market 9
3.2.1 Guinean bauxite price declines 9
3.2.2 Indonesian bauxite export stagnates 9
3.2.3 Australian alumina export price moves down 9
3.2.4 Chinese aluminum fluoride export price falls further 9
3.2.5 Import price of cast aluminum alloy ingot falls and rises 10
3.2.6 Chinese aluminum alloy ingot ADC12 export market sees rare deals 10
3.2.7 China's market of imported Zorba aluminum scrap sees rare deals 10
4 Company News 10
4.1 Valbaux increases bauxite production 10
4.2 CSK Mining plans to restart bauxite production 10
4.3 Hunan Nonferrous restarts aluminum fluoride production 10
4.4 Jinxin Chemical launches the second alumina production line 10
4.5 Alufer Mining's first vessel of bauxite departs from Guinea 10
4.6 Jinruida Aluminum restarts normal aluminum fluoride production 11
4.7 Spring Energy restarts bauxite production 11
4.8 LEB plans to expand bauxite production capacity 11
4.9 CTC Mining SL starts bauxite production 11
4.10 Xiangrong Aluminum starts six new furnaces for aluminum bar production 11
4.11 Xinjiang East Hope resumes aluminum bar production 11
4.12 Zhanci New Material increases secondary aluminum alloy ingot production 11
4.13 Zhengyuan New Material to increase secondary aluminum alloy ingot production 11
4.14 Aluminij Industries to restart aluminum billets production 11
4.15 Xincheng Yongchuang to start secondary aluminum alloy ingot production 11
4.16 Huaren New Material resumes primary aluminum production 11
4.17 Yijiang Aluminum builds another aluminum rod production line 11
4.18 Huilian Aluminum resumes secondary aluminum alloy production 12
4.19 Weiyue Aluminum to increase aluminum bar production 12
4.20 Chuangyuan Metal to increase aluminum bar production 12
4.21 Xinxin Metal starts secondary aluminum alloy ingot production 12
5 Producers' Statistics 12
5.1 Chinese alumina producers' operating rate down by 2.29% YOY in Mar 12
5.2 China's alumina output up by 8.86% YOY in Mar 12
5.3 Chinese aluminum fluoride producers' operating rate up by 68.49% YOY in Mar 13
5.4 China's aluminum fluoride output up by 78.75% YOY in Mar 13
5.5 China's aluminum fluoride inventory down by 17.42% MOM in late Mar 14
5.6 Chinese bauxite producers' operating rate basically unchanged YOY in Mar 14
5.7 Chinese bauxite producers' output down by 12.98% YOY in Mar 15
5.8 Guinean bauxite producers' operating rate up by 4.54% YOY in Mar 15
5.9 Guinean bauxite producers' output up by 18.13% YOY in Mar 16
5.10 Chinese primary aluminum producers' operating rate records 79.6% in late Mar 16
5.11 China's primary aluminum output up by 7.4% MOM in Mar 16
5.12 China's primary aluminum inventory down by 20.21% MOM in late Mar 17
5.13 Chinese secondary aluminum alloy producers' operating rate records 39.61% in Mar 17
5.14 China's secondary aluminum alloy output up by 12.77% MOM in Mar 18
5.15 China's secondary aluminum alloy inventory up by 9.72% MOM in late Mar 18
5.16 Chinese aluminum bar producers' operating rate records 51.85% in Mar 19
5.17 China's aluminum bar output up by 16.11% MOM in Mar 19
5.18 China's aluminum bar inventory down by 57.57% MOM in late Mar 19
6 Consumers' Statistics 20
6.1 China's consumption of imported bauxite up by 13.27% YOY in Mar 20
6.2 China's inventory of imported bauxite down by 4.82% YOY in late Mar 20
6.3 China's consumption of domestic bauxite down by 1.18% YOY in Mar 21
6.4 China's inventory of domestic bauxite down by 28.94% YOY in late Mar 21
6.5 Chinese primary aluminum producers' alumina consumption up by 1% YOY in Mar 22
6.6 Chinese primary aluminum producers' alumina inventory down by 7% MOM in late Mar 22
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption up by 9.24% MOM in Mar 23
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory up by 4.79% MOM in late Mar 23
7. Customs Statistics 24
7.1 China's bauxite import volume down by 9.25% MOM in Feb 24
7.2 China's alumina imports down by 11.51% MOM in Feb 24
7.3 China's anhydrous aluminum fluoride export volume up by 59.54% YOY in Feb 25
7.4 China's unwrought aluminum(Al＜99.95%) import volume rose 88.99% YoY in Jan 2023 25
7.5 China's unwrought aluminum alloy import volume fell 30.48% YoY in Jan 2023 26
7.6 China's unwrought aluminum alloy export volume increased 107.93% YoY in Jan 2023 27
7.7 China's aluminum scrap import volume decreased 20.65% MoM in Jan 2023 28
7.8 China's unwrought aluminum(Al＜99.95%) import volume rose 323.06% YoY in Feb 2023 29
7.9 China's unwrought aluminum alloy export volume increased 78.34% YoY in Feb 2023 30
7.10 China's aluminum scrap import volume increased 71.67% YoY in Feb 2023 30
8 Relevant Industry News 31
8.1 Fluorspar price rebounds 31
8.2 Liquid caustic soda price stops falling and rises 31
9 Market Outlook for Next Month 32
9.1 Chinese market 32
9.1.1 Bauxite Al/Si=5.0 delivered China 32
9.1.2 Alumina 98.5%min EXW China 32
9.1.3 Australian alumina 98.5%min delivered at Chinese ports 32
9.1.4 Aluminum fluoride 61%min EXW China 32
9.1.5 Aluminum hydroxide 64.5%min EXW China 32
9.1.6 Fluorspar dry powder 97%min delivered China 32
9.1.7 Liquid caustic soda 32%min delivered China 32
9.1.8 Aluminum ingot 99.7%min 32
9.1.9 Cast aluminum alloy ingot ADC12 EXW China 32
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 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 Indonesia's bauxite exports stagnated ahead of schedule 6
2.2 IAI launches Aluminium Forward 2030 for net-zero emission target 6
2.3 US initiates first antidumping and countervailing review on aluminum foil from China 6
2.4 Brazil extends suspension of final countervailing duty against aluminum rolled products from China 6
2.5 Australia initiates anti-dumping and countervailing review investigation on aluminum extrusions from China 6
3 Market Movements 6
3.1 Chinese Market 6
3.1.1 Chinese origin bauxite price declines 6
3.1.2 Chinese origin alumina price moves down 6
3.1.3 Australian alumina price moves down 7
3.1.4 Chinese aluminum fluoride price slumps 7
3.1.5 Aluminum hydroxide price goes down 7
3.1.6 Demand for aluminum ingot 99.7%min rebounds 7
3.1.7 Chinese aluminum alloy ingot ADC12 market sees rare deals 7
3.1.8 Chinese aluminum alloy ingot A356.2 market sees weak demand 8
3.1.9 Chinese cast aluminum scrap consumers prudent to build stocks 8
3.1.10 Chinese aluminum bar 6063 market sees strong demand 8
3.2 International Market 9
3.2.1 Guinean bauxite price declines 9
3.2.2 Indonesian bauxite export stagnates 9
3.2.3 Australian alumina export price moves down 9
3.2.4 Chinese aluminum fluoride export price falls further 9
3.2.5 Import price of cast aluminum alloy ingot falls and rises 10
3.2.6 Chinese aluminum alloy ingot ADC12 export market sees rare deals 10
3.2.7 China's market of imported Zorba aluminum scrap sees rare deals 10
4 Company News 10
4.1 Valbaux increases bauxite production 10
4.2 CSK Mining plans to restart bauxite production 10
4.3 Hunan Nonferrous restarts aluminum fluoride production 10
4.4 Jinxin Chemical launches the second alumina production line 10
4.5 Alufer Mining's first vessel of bauxite departs from Guinea 10
4.6 Jinruida Aluminum restarts normal aluminum fluoride production 11
4.7 Spring Energy restarts bauxite production 11
4.8 LEB plans to expand bauxite production capacity 11
4.9 CTC Mining SL starts bauxite production 11
4.10 Xiangrong Aluminum starts six new furnaces for aluminum bar production 11
4.11 Xinjiang East Hope resumes aluminum bar production 11
4.12 Zhanci New Material increases secondary aluminum alloy ingot production 11
4.13 Zhengyuan New Material to increase secondary aluminum alloy ingot production 11
4.14 Aluminij Industries to restart aluminum billets production 11
4.15 Xincheng Yongchuang to start secondary aluminum alloy ingot production 11
4.16 Huaren New Material resumes primary aluminum production 11
4.17 Yijiang Aluminum builds another aluminum rod production line 11
4.18 Huilian Aluminum resumes secondary aluminum alloy production 12
4.19 Weiyue Aluminum to increase aluminum bar production 12
4.20 Chuangyuan Metal to increase aluminum bar production 12
4.21 Xinxin Metal starts secondary aluminum alloy ingot production 12
5 Producers' Statistics 12
5.1 Chinese alumina producers' operating rate down by 2.29% YOY in Mar 12
5.2 China's alumina output up by 8.86% YOY in Mar 12
5.3 Chinese aluminum fluoride producers' operating rate up by 68.49% YOY in Mar 13
5.4 China's aluminum fluoride output up by 78.75% YOY in Mar 13
5.5 China's aluminum fluoride inventory down by 17.42% MOM in late Mar 14
5.6 Chinese bauxite producers' operating rate basically unchanged YOY in Mar 14
5.7 Chinese bauxite producers' output down by 12.98% YOY in Mar 15
5.8 Guinean bauxite producers' operating rate up by 4.54% YOY in Mar 15
5.9 Guinean bauxite producers' output up by 18.13% YOY in Mar 16
5.10 Chinese primary aluminum producers' operating rate records 79.6% in late Mar 16
5.11 China's primary aluminum output up by 7.4% MOM in Mar 16
5.12 China's primary aluminum inventory down by 20.21% MOM in late Mar 17
5.13 Chinese secondary aluminum alloy producers' operating rate records 39.61% in Mar 17
5.14 China's secondary aluminum alloy output up by 12.77% MOM in Mar 18
5.15 China's secondary aluminum alloy inventory up by 9.72% MOM in late Mar 18
5.16 Chinese aluminum bar producers' operating rate records 51.85% in Mar 19
5.17 China's aluminum bar output up by 16.11% MOM in Mar 19
5.18 China's aluminum bar inventory down by 57.57% MOM in late Mar 19
6 Consumers' Statistics 20
6.1 China's consumption of imported bauxite up by 13.27% YOY in Mar 20
6.2 China's inventory of imported bauxite down by 4.82% YOY in late Mar 20
6.3 China's consumption of domestic bauxite down by 1.18% YOY in Mar 21
6.4 China's inventory of domestic bauxite down by 28.94% YOY in late Mar 21
6.5 Chinese primary aluminum producers' alumina consumption up by 1% YOY in Mar 22
6.6 Chinese primary aluminum producers' alumina inventory down by 7% MOM in late Mar 22
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption up by 9.24% MOM in Mar 23
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory up by 4.79% MOM in late Mar 23
7. Customs Statistics 24
7.1 China's bauxite import volume down by 9.25% MOM in Feb 24
7.2 China's alumina imports down by 11.51% MOM in Feb 24
7.3 China's anhydrous aluminum fluoride export volume up by 59.54% YOY in Feb 25
7.4 China's unwrought aluminum(Al＜99.95%) import volume rose 88.99% YoY in Jan 2023 25
7.5 China's unwrought aluminum alloy import volume fell 30.48% YoY in Jan 2023 26
7.6 China's unwrought aluminum alloy export volume increased 107.93% YoY in Jan 2023 27
7.7 China's aluminum scrap import volume decreased 20.65% MoM in Jan 2023 28
7.8 China's unwrought aluminum(Al＜99.95%) import volume rose 323.06% YoY in Feb 2023 29
7.9 China's unwrought aluminum alloy export volume increased 78.34% YoY in Feb 2023 30
7.10 China's aluminum scrap import volume increased 71.67% YoY in Feb 2023 30
8 Relevant Industry News 31
8.1 Fluorspar price rebounds 31
8.2 Liquid caustic soda price stops falling and rises 31
9 Market Outlook for Next Month 32
9.1 Chinese market 32
9.1.1 Bauxite Al/Si=5.0 delivered China 32
9.1.2 Alumina 98.5%min EXW China 32
9.1.3 Australian alumina 98.5%min delivered at Chinese ports 32
9.1.4 Aluminum fluoride 61%min EXW China 32
9.1.5 Aluminum hydroxide 64.5%min EXW China 32
9.1.6 Fluorspar dry powder 97%min delivered China 32
9.1.7 Liquid caustic soda 32%min delivered China 32
9.1.8 Aluminum ingot 99.7%min 32
9.1.9 Cast aluminum alloy ingot ADC12 EXW China 32
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
