Monthly Aluminum Market Report Apr 2023
2023-05-17 17:35:14 【Print】
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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 5
1.7 Aluminum bar 5
2 Economy and Policy 5
2.1 OPEC+ announces reduction in crude oil production 5
2.2 Indonesia rumoured to be postponing ban on export of some mineral products 5
2.3 NBS: China's primary aluminum output up by 5.9% YoY in Q1 5
2.4 Japan bans steel and aluminum exports to Russia from April 7 5
3 Market Movements 5
3.1 Chinese Market 5
3.1.1 Chinese origin bauxite price declines 5
3.1.2 Chinese origin alumina price moves down 5
3.1.3 Australian alumina price moves down 5
3.1.4 Prices for Chinese aluminum fluoride hit bottom and rebounds 6
3.1.5 Aluminum hydroxide price goes down 6
3.1.6 Aluminum ingot 99.7%min price falls after reaching high level 6
3.1.7 Chinese aluminum alloy ingot ADC12 market demand keeps declining 6
3.1.8 Demand for Chinese aluminum alloy ingot A356.2 recovers 7
3.1.9 Chinese cast aluminum scrap price moves down 7
3.1.10 Demand for Chinese aluminum bar 6063 declines 7
3.2 International Market 8
3.2.1 Guinean bauxite price keeps stable 8
3.2.2 Indonesian bauxite export remains stagnant 8
3.2.3 Australian alumina export price moves down 8
3.2.4 Chinese average aluminum fluoride export price declines 8
3.2.5 Import price of cast aluminum alloy ingot soars 8
3.2.6 Chinese aluminum alloy ingot ADC12 export market sees few deals 9
3.2.7 China's market of imported Zorba aluminum scrap sees rare deals 9
4 Company News 9
4.1 SeAl & Co suspends secondary aluminum alloy ingots production 9
4.2 AA Sawit restarts bauxite production 9
4.3 Kindia Mining to receive bauxite mining license 9
4.4 Alufer Mining to increase bauxite production 9
4.5 SBX seeks bauxite port building partners 9
4.6 Kaiman Aluminum to restart normal alumina production 9
4.7 CTC Mining SL to export the first vessel of bauxite 9
4.8 PTM to increase secondary aluminum alloys production 9
4.9 Guinea Dynamic Mining to finish bauxite transportation road construction 9
4.10 Baiyin Zhongtian starts equipment maintenance 10
4.11 Yongfeng Alloy Material resumes aluminum bar production 10
4.12 Lianchuang Aluminum increases secondary aluminum alloy ingot production 10
4.13 Xinhao Aluminum to see increase in aluminum bar production 10
4.14 Xincheng Yongchuang to raise secondary aluminum alloy ingot output 10
4.15 Xinyongfa Aluminum completes maintenance of secondary aluminum alloy ingot production equipment 10
4.16 Xinjiang East Hope increases aluminum bar production 10
4.17 Huilian Aluminum suspends secondary aluminum alloy ingot production 10
4.18 Kanghong Industry and Trade to reduce secondary aluminum alloy ingot production 10
4.19 East Hope Baotou achieves full aluminum rod production capacity 10
4.20 Tonghe New Material to cut secondary aluminum alloy ingot production 11
4.21 Jinfei Aluminum to build 300ktpy secondary aluminum project 11
4.22 Yuanhao Aluminum's primary aluminum production achieves full capacity 11
4.23 Zunyi Aluminum resumes primary aluminum production 11
5 Producers' Statistics 11
5.1 Chinese alumina producers' operating rate basically unchanged YOY in Apr 11
5.2 China's alumina output up by 9.49% YOY in Apr 11
5.3 Chinese aluminum fluoride producers' operating rate up by 66.38% YOY in Apr 12
5.4 China's aluminum fluoride output up by 76.49% YOY in Apr 12
5.5 China's aluminum fluoride inventory down by 7.81% MOM in late Apr 13
5.6 Chinese bauxite producers' operating rate up by 32.58% YOY in Apr 13
5.7 Chinese bauxite producers' output up by 26.77% YOY in Apr 14
5.8 Guinean bauxite producers' operating rate up by 8.45% YOY in Apr 14
5.9 Guinean bauxite producers' output up by 22.54% YOY in Apr 15
5.10 Chinese primary aluminum producers' operating rate records 80.92% in late Apr 15
5.11 China's primary aluminum output up by 0.44% MOM in Apr 15
5.12 China's primary aluminum inventory down by 3.64% MOM in late Apr 16
5.13 Chinese secondary aluminum alloy producers' operating rate records 38.52% in Apr 16
5.14 China's secondary aluminum alloy output down by 3.85% MOM in Apr 17
5.15 China's secondary aluminum alloy inventory up by 13.49% MOM in late Apr 17
5.16 Chinese aluminum bar producers' operating rate records 52.72% in Apr 18
5.17 China's aluminum bar output up by 1.86% MOM in Apr 18
5.18 China's aluminum bar inventory up by 13.57% MOM in late Apr 19
6 Consumers' Statistics 19
6.1 China's consumption of imported bauxite up by 14.61% YOY in Apr 19
6.2 China's inventory of imported bauxite up by 1.03% MOM in late Apr 20
6.3 China's consumption of domestic bauxite up by 2.14% YOY in Apr 20
6.4 China's inventory of domestic bauxite down by 4.67% YOY in late Apr 21
6.5 Chinese primary aluminum producers' alumina consumption down by 1% YOY in Apr 21
6.6 Chinese primary aluminum producers' alumina inventory down by 9% MOM in late Apr 22
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption up by 32.23% YOY in Apr 22
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 5.19% MOM in late Apr 23
7. Customs Statistics 23
7.1 China's bauxite import volume up by 7.22% MOM in Mar 23
7.2 China's alumina imports down by 61.78% MOM in Mar 24
7.3 China's anhydrous aluminum fluoride export volume up by 237.52% YOY in Mar 24
7.4 China's unwrought aluminum(Al＜99.95%) import volume increased 83.14% YoY in Mar 2023 25
7.5 China's unwrought aluminum alloy import volume declined 18.52% YoY in Mar 2023 26
7.6 China's aluminum scrap import volume grew 35.80% YoY in Mar 2023 27
8 Relevant Industry News 27
8.1 Fluorspar price surges 27
8.2 Liquid caustic soda price moves up 28
9 Market Outlook for Next Month 28
9.1 Chinese market 28
9.1.1 Bauxite Al/Si=5.0 delivered China 28
9.1.2 Alumina 98.5%min EXW China 28
9.1.3 Australian alumina 98.5%min delivered at Chinese ports 28
9.1.4 Aluminum fluoride 61%min EXW China 28
9.1.5 Aluminum hydroxide 64.5%min EXW China 28
9.1.6 Fluorspar dry powder 97%min delivered China 28
9.1.7 Liquid caustic soda 32%min delivered China 28
9.1.8 Aluminum ingot 99.7%min 28
9.1.9 Cast aluminum alloy ingot ADC12 EXW China 28
9.1.10 Aluminum bar 6063 φ120mm EXW in warehouse 28
9.1.11 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 28
9.2 International Market 28
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 28
9.2.2 Indonesian bauxite Al2O3 47%min ReSiO2 5% CIF China 28
9.2.3 Alumina 98.5%min FOB Australia 28
9.2.4 Aluminum fluoride 61%min FOB China 28
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 28
9.2.6 Aluminum alloy ingot ADC12 FOB China 28
9.2.7 Zorba aluminum scrap 98-1 CIF China 29
Graph
Graph 1 Chinese origin bauxite Al/Si=5.0 Ex-VAT delivered price trend from 1/3/2023 to 30/4/2023 (RMB/t) 5
Graph 2 Chinese alumina 98.5% EXW price trend from 1/3/2023 to 30/4/2023 (RMB/t) 5
Graph 3 Australian alumina 98.5% price trend at Chinese ports from 1/3/2023 to 30/4/2023 (RMB/t) 6
Graph 4 Chinese aluminum hydroxide 61%min EXW price trend from 1/3/2023 to 30/4/2023 (RMB/t) 6
Graph 5 Chinese aluminum hydroxide 64.5% EXW price trend from 1/3/2023 to 30/4/2023 (RMB/t) 6
Graph 6 Chinese aluminum ingot in warehouse Shanghai price trend from 1/3/2023 to 30/4/2023 (RMB/t) 6
Graph 7 Chinese aluminum ingot in warehouse Guangzhou price trend from 1/3/2023 to 30/4/2023 (RMB/t) 6
Graph 8 Chinese secondary aluminum alloy ingot price trend from 1/3/2023 to 28/4/2023 (RMB/t) 6
Graph 9 Chinese aluminum alloy ingot A356.2 price trend from 1/3/2023 to 28/4/2023 (RMB/t) 7
Graph 10 Aluminum foundry scrap Al 93%min Ex-VAT delivered to China price trend from 1/3/2023 to 28/4/2023 (RMB/t) 7
Graph 11 Aluminum foundry scrap Al 91%min Ex-VAT delivered to China price trend from 1/3/2023 to 28/4/2023 (RMB/t) 7
Graph 12 Aluminum profile scrap Al 91%min Ex-VAT delivered to China price trend from 1/3/2023 to 28/4/2023 (RMB/t) 7
Graph 13 Aluminum plate scrap Al 91%min Ex-VAT delivered to China price trend from 1/3/2023 to 28/4/2023 (RMB/t) 7
Graph 14 TC for Chinese aluminum bar 6063 in warehouse Wuxi from 1/3/2023 to 28/4/2023 (RMB/t) 8
Graph 15 TC trend for Chinese aluminum bar 6063 in warehouse Foshan from 1/3/2023 to 28/4/2023 (RMB/t) 8
Graph 16 Guinean bauxite Al2O3 45% CIF China price trend from 1/3/2023 to 30/4/2023 (USD/dry ton) 8
Graph 17 Australian alumina price trend from 1/3/2023 to 30/4/2023 (USD/t) 8
Graph 18 Chinese aluminum fluoride 61%min FOB price trend from 1/3/2023 to 30/4/2023 (USD/t) 8
Graph 19 Chinese cast aluminum alloy ingot FOB price trend from 1/3/2023 to 30/4/2023 (USD/t) 8
Graph 20 Chinese secondary aluminum alloy ingot FOB price trend from 1/3/2023 to 28/4/2023 (USD/t) 9
Graph 21 Chinese imported Zorba aluminum scrap 98-1 price trend from 1/3/2023 to 28/4/2023 (USD/t) 9
Graph 22 Chinese alumina producers' operating rate by month from 4/2022 to 4/2023 (%) 11
Graph 23 Chinese alumina producers' operating rate by month and province from 4/2022 to 4/2023 (%) 11
Graph 24 China's alumina output by month from 4/2022 to 4/2023 (Tonne) 11
Graph 25 China's monthly alumina output by major province from 4/2022 to 4/2023 (Tonne) 12
Graph 26 Chinese aluminum fluoride producers' operating rate by month from 4/2022 to 4/2023 (%) 12
Graph 27 Chinese aluminum fluoride producers' operating rate by major province by month from 4/2022 to 4/2023 (%) 12
Graph 28 China's aluminum fluoride output by month from 4/2022 to 4/2023 (Tonne) 12
Graph 29 China's monthly aluminum fluoride output by major province from 4/2022 to 4/2023 (Tonne) 13
Graph 30 China's aluminum fluoride inventory by month from 4/2022 to 4/2023 (Tonne) 13
Graph 31 China's monthly aluminum fluoride inventory by province from 4/2022 to 4/2023 (Tonne) 13
Graph 32 Chinese bauxite producers' operating rate by month from 4/2022 to 4/2023 (%) 13
Graph 33 Chinese bauxite producers' operating rate by province by month from 4/2022 to 4/2023 (%) 14
Graph 34 China's bauxite output by month from 4/2022 to 4/2023 (kt) 14
Graph 35 China's monthly bauxite output by province from 4/2022 to 4/2023 (kt) 14
Graph 36 Guinean bauxite producers' operating rate by month from 4/2022 to 4/2023 (%) 14
Graph 37 Guinean bauxite producers' output by month from 4/2022 to 4/2023 (kt) 15
Graph 38 Chinese primary aluminum producers' operating rate by month from 4/2022 to 4/2023 (%) 15
Graph 39 Chinese primary aluminum producers' operating rate by region by month from 4/2022 to 4/2023 (%) 15
Graph 40 China's primary aluminum output by month from 4/2022 to 4/2023 (Tonne) 15
Graph 41 China's monthly primary aluminum output by major province by month from 4/2022 to 4/2023 (Tonne) 16
Graph 42 China's primary aluminum inventory by month from 4/2022 to 4/2023 (Tonne) 16
Graph 43 China's monthly primary aluminum inventory by major province from 4/2022 to 4/2023 (Tonne) 16
Graph 44 Chinese secondary aluminum alloy producers' operating rate by month from 4/2022 to 4/2023 (%) 16
Graph 45 Chinese secondary aluminum alloy producers' operating rate by month and province from 4/2022 to 4/2023 (%) 17
Graph 46 China's secondary aluminum alloy output by month from 4/2022 to 4/2023 (Tonne) 17
Graph 47 China's secondary aluminum alloy output by month and major province from 4/2022 to 4/2023 (Tonne) 17
Graph 48 Chinese secondary aluminum alloy producers' inventory by month from 4/2022 to 4/2023 (Tonne) 17
Graph 49 Chinese secondary aluminum alloy producers' inventory by province from 4/2022 to 4/2023 (Tonne) 18
Graph 50 Chinese aluminum bar producers' operating rate by month from 4/2022 to 4/2023 (%) 18
Graph 51 Chinese aluminum bar producers' operating rate by month and province from 4/2022 to 4/2023 (%) 18
Graph 52 China's aluminum bar output by month from 4/2022 to 4/2023 (Tonne) 18
Graph 53 China's monthly aluminum bar output by major province by month from 4/2022 to 4/2023 (Tonne) 19
Graph 54 China's aluminum bar inventory by month from 4/2022 to 4/2023 (Tonne) 19
Graph 55 China's monthly aluminum bar inventory by province from 4/2022 to 4/2023 (Tonne) 19
Graph 56 China's consumption of imported bauxite by month from 4/2022 to 4/2023 (kt) 19
Graph 57 China's consumption of imported bauxite by major province by month from 4/2022 to 4/2023 (kt) 20
Graph 58 China's inventory of imported bauxite by month from 4/2022 to 4/2023 (kt) 20
Graph 59 China's inventory of imported bauxite by month and region from 4/2022 to 4/2023 (kt) 20
Graph 60 China's consumption of domestic bauxite by month from 3/2022 to 3/2023 (kt) 20
Graph 61 China's consumption of domestic bauxite by major province by month from 4/2022 to 4/2023 (kt) 21
Graph 62 China's inventory of domestic bauxite by month from 4/2022 to 4/2023 (kt) 21
Graph 63 China's inventory of domestic bauxite by month and major province from 4/2022 to 4/2023 (kt) 21
Graph 64 Chinese primary aluminum producers' alumina consumption by month from 4/2022 to 4/2023 (Tonne) 21
Graph 65 Chinese primary aluminum producers' monthly alumina consumption by region from 4/2022 to 4/2023 (Tonne) 22
Graph 66 Chinese primary aluminum producers' alumina inventory by month from 4/2022 to 4/2023 (Tonne) 22
Graph 67 Chinese primary aluminum producers' monthly alumina inventory by region from 4/2022 to 4/2023 (Tonne) 22
Graph 68 Chinese secondary aluminum alloy producers' aluminum scrap consumption by month from 4/2022 to 4/2023 (Tonne) 22
Graph 69 Chinese secondary aluminum alloy producers' monthly aluminum scrap consumption by region by month from 4/2022 to 4/2023 (Tonne) 23
Graph 70 Chinese secondary aluminum alloy producers' aluminum scrap inventory by month from 4/2022 to 4/2023 (Tonne) 23
Graph 71 Chinese secondary aluminum alloy producers' aluminum scrap inventory by region by month from 4/2022 to 4/2023 (Tonne) 23
Graph 72 China's imports of bauxite by month from 3/2022 to 3/2023 (Tonne) 23
Graph 73 China's imports of bauxite by major source country by month from 3/2022 to 3/2023 (Tonne) 24
Graph 74 China's alumina imports by month from 3/2022 to 3/2023 (Tonne) 24
Graph 75 China's alumina imports by major source country by month from 3/2022 to 3/2023 (Tonne) 24
Graph 76 China's exports of anhydrous aluminum fluoride by month from 3/2022 to 3/2023 (Tonne) 24
Graph 77 China's exports of anhydrous aluminum fluoride by major destination by month from 3/2022 to 3/2023 (Tonne) 25
Graph 78 China's import volume of unwrought aluminum(Al＜99.95%) in previous 13 months 25
Graph 79 China's import price of unwrought aluminum(Al＜99.95%) in previous 13 months 25
Graph 80 China's import volume of unwrought aluminum(Al＜99.95%) from top three countries in previous 13 months 25
Graph 81 China's import price of unwrought aluminum(Al＜99.95%) from top three countries in previous 13 months 26
Graph 82 China's import volume of unwrought aluminum alloy in previous 13 months 26
Graph 83 China's import price of unwrought aluminum alloy in previous 13 months 26
Graph 84 China's import volume of unwrought aluminum alloy from top three countries in previous 13 months 26
Graph 85 China's import price of unwrought aluminum alloy from top three countries in previous 13 months 26
Graph 86 China's import volume of aluminum scrap in previous 13 months 27
Graph 87 China's import price of aluminum scrap in previous 13 months 27
Graph 88 China's import volume of aluminum scrap from top three countries in previous 13 months 27
Graph 89 China's import price of aluminum scrap from top three countries in previous 13 months 27
Graph 90 Chinese fluorspar 97%min dry powder delivered price trend from 1/3/2023-30/4/2023 (RMB/t) 27
Graph 91 Chinese liquid caustic soda 32% delivered price trend from 1/3/2023-30/4/2023 (RMB/t) 28
Table
Table 1 Chinese alumina producers' operating rate by major province by month from 3/2023 to 4/2023 (%) 11
Table 2 China's alumina output by major province by month from 3/2023 to 4/2023 (Tonne) 12
Table 3 Chinese aluminum fluoride producers' operating rate by major province by month from 3/2023 to 4/2023 (%) 12
Table 4 China's aluminum fluoride output by major province by month from 3/2023 to 4/2023 (Tonne) 13
Table 5 China's aluminum fluoride inventory by major province by month from 3/2023 to 4/2023 (Tonne) 13
Table 6 Chinese bauxite producers' operating rate by province by month from 3/2023 to 4/2023 (%) 14
Table 7 China's bauxite output by major province by month from 3/2023 to 4/2023 (10kt) 14
Table 8 Chinese primary aluminum producers' operating rate by major province by month from 3/2023 to 4/2023 (%) 15
Table 9 Chinese primary aluminum producers' output by major province by month from 3/2023 to 4/2023 (Tonne) 16
Table 10 Chinese primary aluminum producers' inventory by province by month from 3/2023 to 4/2023 (Tonne) 16
Table 11 Chinese secondary aluminum alloy producers' operating rate by major province by month from 3/2023 to 4/2023 (%) 17
Table 12 China's secondary aluminum alloy output by month from 3/2023 to 4/2023 (Tonne) 17
Table 13 Chinese secondary aluminum alloy producers' inventory by province by month from 3/2023 to 4/2023 (Tonne) 18
Table 14 Chinese aluminum bar producers' operating rate by month from 3/2023 to 4/2023 (%) 18
Table 15 Chinese aluminum bar producers' output by major province by month from 3/2023 to 4/2023 (Tonne) 19
Table 16 China's aluminum bar inventory by month from 3/2023 to 4/2023 (Tonne) 19
Table 17 China's consumption of imported bauxite by major province by month from 3/2023 to 4/2023 (10kt) 20
Table 18 China's inventory of imported bauxite by major province by month from 3/2023 to 4/2023 (10kt) 20
Table 19 China's consumption of domestic bauxite by major province by month from 3/2023 to 4/2023 (10kt) 21
Table 20 China's inventory of domestic bauxite by major province by month from 3/2023 to 4/2023 (10kt) 21
Table 21 Chinese primary aluminum producers' alumina consumption by major region by month from 3/2023 to 4/2023 (Tonne) 22
Table 22 Chinese primary aluminum producers' alumina inventory by major region by month from 3/2023 to 4/2023 (Tonne) 22
Table 23 Chinese secondary aluminum alloy producers' aluminum scrap consumption by major region by month from 3/2023 to 4/2023 (Tonne) 23
Table 24 Chinese secondary aluminum alloy producers' aluminum scrap inventory by region by month from 3/2023 to 4/2023 (Tonne) 23
Table 25 China's imports of bauxite by major source country from 2/2023 to 3/2023 (Tonne) 24
Table 26 China's imports of alumina by major source country from 2/2023 to 3/2023 (Tonne) 24
Table 27 China's exports of anhydrous aluminum fluoride by major destination from 2/2023 to 3/2023 (Tonne) 25
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 5
1.7 Aluminum bar 5
2 Economy and Policy 5
2.1 OPEC+ announces reduction in crude oil production 5
2.2 Indonesia rumoured to be postponing ban on export of some mineral products 5
2.3 NBS: China's primary aluminum output up by 5.9% YoY in Q1 5
2.4 Japan bans steel and aluminum exports to Russia from April 7 5
3 Market Movements 5
3.1 Chinese Market 5
3.1.1 Chinese origin bauxite price declines 5
3.1.2 Chinese origin alumina price moves down 5
3.1.3 Australian alumina price moves down 5
3.1.4 Prices for Chinese aluminum fluoride hit bottom and rebounds 6
3.1.5 Aluminum hydroxide price goes down 6
3.1.6 Aluminum ingot 99.7%min price falls after reaching high level 6
3.1.7 Chinese aluminum alloy ingot ADC12 market demand keeps declining 6
3.1.8 Demand for Chinese aluminum alloy ingot A356.2 recovers 7
3.1.9 Chinese cast aluminum scrap price moves down 7
3.1.10 Demand for Chinese aluminum bar 6063 declines 7
3.2 International Market 8
3.2.1 Guinean bauxite price keeps stable 8
3.2.2 Indonesian bauxite export remains stagnant 8
3.2.3 Australian alumina export price moves down 8
3.2.4 Chinese average aluminum fluoride export price declines 8
3.2.5 Import price of cast aluminum alloy ingot soars 8
3.2.6 Chinese aluminum alloy ingot ADC12 export market sees few deals 9
3.2.7 China's market of imported Zorba aluminum scrap sees rare deals 9
4 Company News 9
4.1 SeAl & Co suspends secondary aluminum alloy ingots production 9
4.2 AA Sawit restarts bauxite production 9
4.3 Kindia Mining to receive bauxite mining license 9
4.4 Alufer Mining to increase bauxite production 9
4.5 SBX seeks bauxite port building partners 9
4.6 Kaiman Aluminum to restart normal alumina production 9
4.7 CTC Mining SL to export the first vessel of bauxite 9
4.8 PTM to increase secondary aluminum alloys production 9
4.9 Guinea Dynamic Mining to finish bauxite transportation road construction 9
4.10 Baiyin Zhongtian starts equipment maintenance 10
4.11 Yongfeng Alloy Material resumes aluminum bar production 10
4.12 Lianchuang Aluminum increases secondary aluminum alloy ingot production 10
4.13 Xinhao Aluminum to see increase in aluminum bar production 10
4.14 Xincheng Yongchuang to raise secondary aluminum alloy ingot output 10
4.15 Xinyongfa Aluminum completes maintenance of secondary aluminum alloy ingot production equipment 10
4.16 Xinjiang East Hope increases aluminum bar production 10
4.17 Huilian Aluminum suspends secondary aluminum alloy ingot production 10
4.18 Kanghong Industry and Trade to reduce secondary aluminum alloy ingot production 10
4.19 East Hope Baotou achieves full aluminum rod production capacity 10
4.20 Tonghe New Material to cut secondary aluminum alloy ingot production 11
4.21 Jinfei Aluminum to build 300ktpy secondary aluminum project 11
4.22 Yuanhao Aluminum's primary aluminum production achieves full capacity 11
4.23 Zunyi Aluminum resumes primary aluminum production 11
5 Producers' Statistics 11
5.1 Chinese alumina producers' operating rate basically unchanged YOY in Apr 11
5.2 China's alumina output up by 9.49% YOY in Apr 11
5.3 Chinese aluminum fluoride producers' operating rate up by 66.38% YOY in Apr 12
5.4 China's aluminum fluoride output up by 76.49% YOY in Apr 12
5.5 China's aluminum fluoride inventory down by 7.81% MOM in late Apr 13
5.6 Chinese bauxite producers' operating rate up by 32.58% YOY in Apr 13
5.7 Chinese bauxite producers' output up by 26.77% YOY in Apr 14
5.8 Guinean bauxite producers' operating rate up by 8.45% YOY in Apr 14
5.9 Guinean bauxite producers' output up by 22.54% YOY in Apr 15
5.10 Chinese primary aluminum producers' operating rate records 80.92% in late Apr 15
5.11 China's primary aluminum output up by 0.44% MOM in Apr 15
5.12 China's primary aluminum inventory down by 3.64% MOM in late Apr 16
5.13 Chinese secondary aluminum alloy producers' operating rate records 38.52% in Apr 16
5.14 China's secondary aluminum alloy output down by 3.85% MOM in Apr 17
5.15 China's secondary aluminum alloy inventory up by 13.49% MOM in late Apr 17
5.16 Chinese aluminum bar producers' operating rate records 52.72% in Apr 18
5.17 China's aluminum bar output up by 1.86% MOM in Apr 18
5.18 China's aluminum bar inventory up by 13.57% MOM in late Apr 19
6 Consumers' Statistics 19
6.1 China's consumption of imported bauxite up by 14.61% YOY in Apr 19
6.2 China's inventory of imported bauxite up by 1.03% MOM in late Apr 20
6.3 China's consumption of domestic bauxite up by 2.14% YOY in Apr 20
6.4 China's inventory of domestic bauxite down by 4.67% YOY in late Apr 21
6.5 Chinese primary aluminum producers' alumina consumption down by 1% YOY in Apr 21
6.6 Chinese primary aluminum producers' alumina inventory down by 9% MOM in late Apr 22
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption up by 32.23% YOY in Apr 22
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory down by 5.19% MOM in late Apr 23
7. Customs Statistics 23
7.1 China's bauxite import volume up by 7.22% MOM in Mar 23
7.2 China's alumina imports down by 61.78% MOM in Mar 24
7.3 China's anhydrous aluminum fluoride export volume up by 237.52% YOY in Mar 24
7.4 China's unwrought aluminum(Al＜99.95%) import volume increased 83.14% YoY in Mar 2023 25
7.5 China's unwrought aluminum alloy import volume declined 18.52% YoY in Mar 2023 26
7.6 China's aluminum scrap import volume grew 35.80% YoY in Mar 2023 27
8 Relevant Industry News 27
8.1 Fluorspar price surges 27
8.2 Liquid caustic soda price moves up 28
9 Market Outlook for Next Month 28
9.1 Chinese market 28
9.1.1 Bauxite Al/Si=5.0 delivered China 28
9.1.2 Alumina 98.5%min EXW China 28
9.1.3 Australian alumina 98.5%min delivered at Chinese ports 28
9.1.4 Aluminum fluoride 61%min EXW China 28
9.1.5 Aluminum hydroxide 64.5%min EXW China 28
9.1.6 Fluorspar dry powder 97%min delivered China 28
9.1.7 Liquid caustic soda 32%min delivered China 28
9.1.8 Aluminum ingot 99.7%min 28
9.1.9 Cast aluminum alloy ingot ADC12 EXW China 28
9.1.10 Aluminum bar 6063 φ120mm EXW in warehouse 28
9.1.11 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 28
9.2 International Market 28
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 28
9.2.2 Indonesian bauxite Al2O3 47%min ReSiO2 5% CIF China 28
9.2.3 Alumina 98.5%min FOB Australia 28
9.2.4 Aluminum fluoride 61%min FOB China 28
9.2.5 Cast aluminum alloy ingot ADC12 FOB China 28
9.2.6 Aluminum alloy ingot ADC12 FOB China 28
9.2.7 Zorba aluminum scrap 98-1 CIF China 29
Graph
Graph 1 Chinese origin bauxite Al/Si=5.0 Ex-VAT delivered price trend from 1/3/2023 to 30/4/2023 (RMB/t) 5
Graph 2 Chinese alumina 98.5% EXW price trend from 1/3/2023 to 30/4/2023 (RMB/t) 5
Graph 3 Australian alumina 98.5% price trend at Chinese ports from 1/3/2023 to 30/4/2023 (RMB/t) 6
Graph 4 Chinese aluminum hydroxide 61%min EXW price trend from 1/3/2023 to 30/4/2023 (RMB/t) 6
Graph 5 Chinese aluminum hydroxide 64.5% EXW price trend from 1/3/2023 to 30/4/2023 (RMB/t) 6
Graph 6 Chinese aluminum ingot in warehouse Shanghai price trend from 1/3/2023 to 30/4/2023 (RMB/t) 6
Graph 7 Chinese aluminum ingot in warehouse Guangzhou price trend from 1/3/2023 to 30/4/2023 (RMB/t) 6
Graph 8 Chinese secondary aluminum alloy ingot price trend from 1/3/2023 to 28/4/2023 (RMB/t) 6
Graph 9 Chinese aluminum alloy ingot A356.2 price trend from 1/3/2023 to 28/4/2023 (RMB/t) 7
Graph 10 Aluminum foundry scrap Al 93%min Ex-VAT delivered to China price trend from 1/3/2023 to 28/4/2023 (RMB/t) 7
Graph 11 Aluminum foundry scrap Al 91%min Ex-VAT delivered to China price trend from 1/3/2023 to 28/4/2023 (RMB/t) 7
Graph 12 Aluminum profile scrap Al 91%min Ex-VAT delivered to China price trend from 1/3/2023 to 28/4/2023 (RMB/t) 7
Graph 13 Aluminum plate scrap Al 91%min Ex-VAT delivered to China price trend from 1/3/2023 to 28/4/2023 (RMB/t) 7
Graph 14 TC for Chinese aluminum bar 6063 in warehouse Wuxi from 1/3/2023 to 28/4/2023 (RMB/t) 8
Graph 15 TC trend for Chinese aluminum bar 6063 in warehouse Foshan from 1/3/2023 to 28/4/2023 (RMB/t) 8
Graph 16 Guinean bauxite Al2O3 45% CIF China price trend from 1/3/2023 to 30/4/2023 (USD/dry ton) 8
Graph 17 Australian alumina price trend from 1/3/2023 to 30/4/2023 (USD/t) 8
Graph 18 Chinese aluminum fluoride 61%min FOB price trend from 1/3/2023 to 30/4/2023 (USD/t) 8
Graph 19 Chinese cast aluminum alloy ingot FOB price trend from 1/3/2023 to 30/4/2023 (USD/t) 8
Graph 20 Chinese secondary aluminum alloy ingot FOB price trend from 1/3/2023 to 28/4/2023 (USD/t) 9
Graph 21 Chinese imported Zorba aluminum scrap 98-1 price trend from 1/3/2023 to 28/4/2023 (USD/t) 9
Graph 22 Chinese alumina producers' operating rate by month from 4/2022 to 4/2023 (%) 11
Graph 23 Chinese alumina producers' operating rate by month and province from 4/2022 to 4/2023 (%) 11
Graph 24 China's alumina output by month from 4/2022 to 4/2023 (Tonne) 11
Graph 25 China's monthly alumina output by major province from 4/2022 to 4/2023 (Tonne) 12
Graph 26 Chinese aluminum fluoride producers' operating rate by month from 4/2022 to 4/2023 (%) 12
Graph 27 Chinese aluminum fluoride producers' operating rate by major province by month from 4/2022 to 4/2023 (%) 12
Graph 28 China's aluminum fluoride output by month from 4/2022 to 4/2023 (Tonne) 12
Graph 29 China's monthly aluminum fluoride output by major province from 4/2022 to 4/2023 (Tonne) 13
Graph 30 China's aluminum fluoride inventory by month from 4/2022 to 4/2023 (Tonne) 13
Graph 31 China's monthly aluminum fluoride inventory by province from 4/2022 to 4/2023 (Tonne) 13
Graph 32 Chinese bauxite producers' operating rate by month from 4/2022 to 4/2023 (%) 13
Graph 33 Chinese bauxite producers' operating rate by province by month from 4/2022 to 4/2023 (%) 14
Graph 34 China's bauxite output by month from 4/2022 to 4/2023 (kt) 14
Graph 35 China's monthly bauxite output by province from 4/2022 to 4/2023 (kt) 14
Graph 36 Guinean bauxite producers' operating rate by month from 4/2022 to 4/2023 (%) 14
Graph 37 Guinean bauxite producers' output by month from 4/2022 to 4/2023 (kt) 15
Graph 38 Chinese primary aluminum producers' operating rate by month from 4/2022 to 4/2023 (%) 15
Graph 39 Chinese primary aluminum producers' operating rate by region by month from 4/2022 to 4/2023 (%) 15
Graph 40 China's primary aluminum output by month from 4/2022 to 4/2023 (Tonne) 15
Graph 41 China's monthly primary aluminum output by major province by month from 4/2022 to 4/2023 (Tonne) 16
Graph 42 China's primary aluminum inventory by month from 4/2022 to 4/2023 (Tonne) 16
Graph 43 China's monthly primary aluminum inventory by major province from 4/2022 to 4/2023 (Tonne) 16
Graph 44 Chinese secondary aluminum alloy producers' operating rate by month from 4/2022 to 4/2023 (%) 16
Graph 45 Chinese secondary aluminum alloy producers' operating rate by month and province from 4/2022 to 4/2023 (%) 17
Graph 46 China's secondary aluminum alloy output by month from 4/2022 to 4/2023 (Tonne) 17
Graph 47 China's secondary aluminum alloy output by month and major province from 4/2022 to 4/2023 (Tonne) 17
Graph 48 Chinese secondary aluminum alloy producers' inventory by month from 4/2022 to 4/2023 (Tonne) 17
Graph 49 Chinese secondary aluminum alloy producers' inventory by province from 4/2022 to 4/2023 (Tonne) 18
Graph 50 Chinese aluminum bar producers' operating rate by month from 4/2022 to 4/2023 (%) 18
Graph 51 Chinese aluminum bar producers' operating rate by month and province from 4/2022 to 4/2023 (%) 18
Graph 52 China's aluminum bar output by month from 4/2022 to 4/2023 (Tonne) 18
Graph 53 China's monthly aluminum bar output by major province by month from 4/2022 to 4/2023 (Tonne) 19
Graph 54 China's aluminum bar inventory by month from 4/2022 to 4/2023 (Tonne) 19
Graph 55 China's monthly aluminum bar inventory by province from 4/2022 to 4/2023 (Tonne) 19
Graph 56 China's consumption of imported bauxite by month from 4/2022 to 4/2023 (kt) 19
Graph 57 China's consumption of imported bauxite by major province by month from 4/2022 to 4/2023 (kt) 20
Graph 58 China's inventory of imported bauxite by month from 4/2022 to 4/2023 (kt) 20
Graph 59 China's inventory of imported bauxite by month and region from 4/2022 to 4/2023 (kt) 20
Graph 60 China's consumption of domestic bauxite by month from 3/2022 to 3/2023 (kt) 20
Graph 61 China's consumption of domestic bauxite by major province by month from 4/2022 to 4/2023 (kt) 21
Graph 62 China's inventory of domestic bauxite by month from 4/2022 to 4/2023 (kt) 21
Graph 63 China's inventory of domestic bauxite by month and major province from 4/2022 to 4/2023 (kt) 21
Graph 64 Chinese primary aluminum producers' alumina consumption by month from 4/2022 to 4/2023 (Tonne) 21
Graph 65 Chinese primary aluminum producers' monthly alumina consumption by region from 4/2022 to 4/2023 (Tonne) 22
Graph 66 Chinese primary aluminum producers' alumina inventory by month from 4/2022 to 4/2023 (Tonne) 22
Graph 67 Chinese primary aluminum producers' monthly alumina inventory by region from 4/2022 to 4/2023 (Tonne) 22
Graph 68 Chinese secondary aluminum alloy producers' aluminum scrap consumption by month from 4/2022 to 4/2023 (Tonne) 22
Graph 69 Chinese secondary aluminum alloy producers' monthly aluminum scrap consumption by region by month from 4/2022 to 4/2023 (Tonne) 23
Graph 70 Chinese secondary aluminum alloy producers' aluminum scrap inventory by month from 4/2022 to 4/2023 (Tonne) 23
Graph 71 Chinese secondary aluminum alloy producers' aluminum scrap inventory by region by month from 4/2022 to 4/2023 (Tonne) 23
Graph 72 China's imports of bauxite by month from 3/2022 to 3/2023 (Tonne) 23
Graph 73 China's imports of bauxite by major source country by month from 3/2022 to 3/2023 (Tonne) 24
Graph 74 China's alumina imports by month from 3/2022 to 3/2023 (Tonne) 24
Graph 75 China's alumina imports by major source country by month from 3/2022 to 3/2023 (Tonne) 24
Graph 76 China's exports of anhydrous aluminum fluoride by month from 3/2022 to 3/2023 (Tonne) 24
Graph 77 China's exports of anhydrous aluminum fluoride by major destination by month from 3/2022 to 3/2023 (Tonne) 25
Graph 78 China's import volume of unwrought aluminum(Al＜99.95%) in previous 13 months 25
Graph 79 China's import price of unwrought aluminum(Al＜99.95%) in previous 13 months 25
Graph 80 China's import volume of unwrought aluminum(Al＜99.95%) from top three countries in previous 13 months 25
Graph 81 China's import price of unwrought aluminum(Al＜99.95%) from top three countries in previous 13 months 26
Graph 82 China's import volume of unwrought aluminum alloy in previous 13 months 26
Graph 83 China's import price of unwrought aluminum alloy in previous 13 months 26
Graph 84 China's import volume of unwrought aluminum alloy from top three countries in previous 13 months 26
Graph 85 China's import price of unwrought aluminum alloy from top three countries in previous 13 months 26
Graph 86 China's import volume of aluminum scrap in previous 13 months 27
Graph 87 China's import price of aluminum scrap in previous 13 months 27
Graph 88 China's import volume of aluminum scrap from top three countries in previous 13 months 27
Graph 89 China's import price of aluminum scrap from top three countries in previous 13 months 27
Graph 90 Chinese fluorspar 97%min dry powder delivered price trend from 1/3/2023-30/4/2023 (RMB/t) 27
Graph 91 Chinese liquid caustic soda 32% delivered price trend from 1/3/2023-30/4/2023 (RMB/t) 28
Table
Table 1 Chinese alumina producers' operating rate by major province by month from 3/2023 to 4/2023 (%) 11
Table 2 China's alumina output by major province by month from 3/2023 to 4/2023 (Tonne) 12
Table 3 Chinese aluminum fluoride producers' operating rate by major province by month from 3/2023 to 4/2023 (%) 12
Table 4 China's aluminum fluoride output by major province by month from 3/2023 to 4/2023 (Tonne) 13
Table 5 China's aluminum fluoride inventory by major province by month from 3/2023 to 4/2023 (Tonne) 13
Table 6 Chinese bauxite producers' operating rate by province by month from 3/2023 to 4/2023 (%) 14
Table 7 China's bauxite output by major province by month from 3/2023 to 4/2023 (10kt) 14
Table 8 Chinese primary aluminum producers' operating rate by major province by month from 3/2023 to 4/2023 (%) 15
Table 9 Chinese primary aluminum producers' output by major province by month from 3/2023 to 4/2023 (Tonne) 16
Table 10 Chinese primary aluminum producers' inventory by province by month from 3/2023 to 4/2023 (Tonne) 16
Table 11 Chinese secondary aluminum alloy producers' operating rate by major province by month from 3/2023 to 4/2023 (%) 17
Table 12 China's secondary aluminum alloy output by month from 3/2023 to 4/2023 (Tonne) 17
Table 13 Chinese secondary aluminum alloy producers' inventory by province by month from 3/2023 to 4/2023 (Tonne) 18
Table 14 Chinese aluminum bar producers' operating rate by month from 3/2023 to 4/2023 (%) 18
Table 15 Chinese aluminum bar producers' output by major province by month from 3/2023 to 4/2023 (Tonne) 19
Table 16 China's aluminum bar inventory by month from 3/2023 to 4/2023 (Tonne) 19
Table 17 China's consumption of imported bauxite by major province by month from 3/2023 to 4/2023 (10kt) 20
Table 18 China's inventory of imported bauxite by major province by month from 3/2023 to 4/2023 (10kt) 20
Table 19 China's consumption of domestic bauxite by major province by month from 3/2023 to 4/2023 (10kt) 21
Table 20 China's inventory of domestic bauxite by major province by month from 3/2023 to 4/2023 (10kt) 21
Table 21 Chinese primary aluminum producers' alumina consumption by major region by month from 3/2023 to 4/2023 (Tonne) 22
Table 22 Chinese primary aluminum producers' alumina inventory by major region by month from 3/2023 to 4/2023 (Tonne) 22
Table 23 Chinese secondary aluminum alloy producers' aluminum scrap consumption by major region by month from 3/2023 to 4/2023 (Tonne) 23
Table 24 Chinese secondary aluminum alloy producers' aluminum scrap inventory by region by month from 3/2023 to 4/2023 (Tonne) 23
Table 25 China's imports of bauxite by major source country from 2/2023 to 3/2023 (Tonne) 24
Table 26 China's imports of alumina by major source country from 2/2023 to 3/2023 (Tonne) 24
Table 27 China's exports of anhydrous aluminum fluoride by major destination from 2/2023 to 3/2023 (Tonne) 25
