Monthly Aluminum Market Report May 2023
2023-06-16 17:56:52 【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 Policy and Economy 5
2.1 Ghana to ban exportation of bauxite, iron ore 5
2.2 China to loosen limitation on transferring mining rights 5
2.3 Kazakhstan extends export ban on scrap metals by 6 months 5
2.4 CFA: China's Al-Mg alloy casting output up by 4.9% YoY in 2022 5
2.5 China to take multiple measures to expand consumption of NEVs 5
3 Market Movements 5
3.1 Chinese Market 5
3.1.1 Average price of Chinese origin bauxite declines 5
3.1.2 Chinese origin alumina price all the way down 6
3.1.3 Australian alumina price moves down 6
3.1.4 Average price of Chinese aluminum fluoride soars 6
3.1.5 Aluminum hydroxide price goes down 6
3.1.6 Aluminum ingot 99.7%min price fluctuates at low level 6
3.1.7 Chinese aluminum alloy ingot ADC12 market demand still weak 7
3.1.8 Demand for aluminum alloy ingot A356.2 in China increases steadily 7
3.1.9 Chinese cast aluminum scrap market sees rare deals 7
3.1.10 Demand for Chinese aluminum bar 6063 recovers 8
3.2 International Market 8
3.2.1 Guinean bauxite price rebounds 8
3.2.2 Demand for high-grade bauxite from Brazil and Ghana improves 8
3.2.3 Australian alumina export price moves down 8
3.2.4 Chinese average aluminum fluoride export price rises 9
3.2.5 Import price of cast aluminum alloy ingot falls 9
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 Alufluor's aluminum fluoride production slides 9
4.2 Finix Corporation restarts secondary aluminum alloys production 9
4.3 Dao Er Aluminum reduces bauxite production 9
4.4 Spring Energy suspends bauxite production 10
4.5 Jinyang Advanced Material resumes aluminum fluoride production 10
4.6 MGH Mining plans to resume bauxite production 10
4.7 CMR to restart normal secondary aluminum alloy ingots production 10
4.8 Ropa Investments to develop a bauxite project in Brazil 10
4.9 Viet Phuong Investment Group to develop bauxite project in Laos 10
4.10 Zhongmei Aluminum seeks acquiring partners 10
4.11 Delta Aluminium overhauls secondary aluminum alloy ingot production equipment 10
4.12 Xinyongfa Aluminum to halt secondary aluminum alloy ingot production 10
4.13 Huilian Aluminum halts secondary aluminum alloy ingot production 10
4.14 Zhibo Metal resumes secondary aluminum alloy ingot production 10
4.15 Jiangsu Chengchao undertakes maintenance on secondary aluminum alloy ingot equipment 11
4.16 Zhongxin Aluminum to put secondary aluminum alloy ingot project into operation 11
4.17 Senke Nonferrous suspends secondary aluminum alloy ingot production 11
4.18 Xikaisheng New Materials puts aluminum bar into production 11
4.19 Yunnan Kailong puts aluminum bar into production 11
4.20 Zhongqiang Nonferrous resumes secondary aluminum alloy ingot production 11
4.21 Zunyi Aluminum to complete resuming primary aluminum production capacity 11
4.22 Tianlin Aluminum builds new aluminum bar production lines 11
5 Producers' Statistics 11
5.1 Chinese alumina producers' operating rate down by 4.57% YOY in May 11
5.2 China's alumina output up by 3.72% YOY in May 12
5.3 Chinese aluminum fluoride producers' operating rate up by 18.99% MOM in May 12
5.4 China's aluminum fluoride output up by 19% MOM in May 13
5.5 China's aluminum fluoride inventory up by 14.41% MOM in late May 13
5.6 Chinese bauxite producers' operating rate down by 10.54% MOM in May 14
5.7 Chinese bauxite producers' output down by 20.29% YOY in May 14
5.8 Guinean bauxite producers' operating rate up by 11.94% YOY in May 15
5.9 Guinean bauxite producers' output up by 27.62% YOY in May 15
5.10 Chinese primary aluminum producers' operating rate records 81.48% in late May 15
5.11 China's primary aluminum output up by 0.41% MOM in May 16
5.12 China's primary aluminum inventory down by 23.92% MOM in late May 16
5.13 Chinese secondary aluminum alloy producers' operating rate records 38.48% in May 17
5.14 China's secondary aluminum alloy output up by 0.84% MOM in May 17
5.15 China's secondary aluminum alloy inventory down by 17.65% MOM in late May 18
5.16 Chinese aluminum bar producers' operating rate records 51.44% in May 18
5.17 China's aluminum bar output down by 1.02% MOM in May 19
5.18 China's aluminum bar inventory up by 28.19% MOM in late May 19
6 Consumers' Statistics 20
6.1 China's consumption of imported bauxite up by 11.29% YOY in May 20
6.2 China's inventory of imported bauxite up by 4.74% MOM in late May 20
6.3 China's consumption of domestic bauxite down by 12.71% YOY in May 21
6.4 China's inventory of domestic bauxite down by 15.58% YOY in late May 21
6.5 Chinese primary aluminum producers' alumina consumption up slightly by 0.47% MOM in May 22
6.6 Chinese primary aluminum producers' alumina inventory up by 7.15% MOM in late May 22
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption up by 0.18% MOM in May 23
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory up by 1.39% MOM in late May 23
7 Customs Statistics 24
7.1 China's bauxite import volume up by 7.78% YOY in Apr 24
7.2 China's alumina imports soar by 102.28% MOM in Apr 24
7.3 China's anhydrous aluminum fluoride export volume down by 31.53% MOM in Apr 25
7.4 China's unwrought aluminum(Al＜99.95%) import volume rose 189.46% YoY in Apr 2023 25
7.5 China's unwrought aluminum alloy import volume decreased 11.71% YoY in Apr 2023 26
7.6 China's unwrought aluminum alloy export volume declined 35.17% YoY in Apr 2023 27
7.7 China's aluminum scrap import volume increased 48.65% YoY in Apr 2023 28
8 Relevant Industry News 29
8.1 Fluorspar price surges overall 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 30
9.1.11 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 30
9.2 International Market 30
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 30
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 1/4/2023 to 31/5/2023 (RMB/t) 6
Graph 2 Chinese alumina 98.5% EXW price trend from 1/4/2023 to 31/5/2023 (RMB/t) 6
Graph 3 Australian alumina 98.5% price trend at Chinese ports from 1/4/2023 to 31/5/2023 (RMB/t) 6
Graph 4 Chinese aluminum hydroxide 61%min EXW price trend from 1/4/2023 to 31/5/2023 (RMB/t) 6
Graph 5 Chinese aluminum hydroxide 64.5% EXW price trend from 1/4/2023 to 31/5/2023 (RMB/t) 6
Graph 6 Chinese aluminum ingot in warehouse Shanghai price trend from 1/4/2023 to 31/5/2023 (RMB/t) 6
Graph 7 Chinese aluminum ingot in warehouse Guangzhou price trend from 1/4/2023 to 31/5/2023 (RMB/t) 7
Graph 8 Chinese secondary aluminum alloy ingot price trend from 1/4/2023 to 31/5/2023 (RMB/t) 7
Graph 9 Chinese aluminum alloy ingot A356.2 price trend from 1/4/2023 to 31/5/2023 (RMB/t) 7
Graph 10 Aluminum foundry scrap Al 93%min Ex-VAT delivered to China price trend from 1/4/2023 to 31/5/2023 (RMB/t) 7
Graph 11 Aluminum foundry scrap Al 91%min Ex-VAT delivered to China price trend from 1/4/2023 to 31/5/2023 (RMB/t) 7
Graph 12 Aluminum profile scrap Al 91%min Ex-VAT delivered to China price trend from 1/4/2023 to 31/5/2023 (RMB/t) 8
Graph 13 Aluminum plate scrap Al 91%min Ex-VAT delivered to China price trend from 1/4/2023 to 31/5/2023 (RMB/t) 8
Graph 14 TC for Chinese aluminum bar 6063 in warehouse Wuxi from 1/4/2023 to 31/5/2023 (RMB/t) 8
Graph 15 TC trend for Chinese aluminum bar 6063 in warehouse Foshan from 1/4/2023 to 31/5/2023 (RMB/t) 8
Graph 16 Guinean bauxite Al2O3 45% CIF China price trend from 1/4/2023 to 31/5/2023 (USD/dt) 8
Graph 17 Australian alumina price trend from 1/4/2023 to 31/5/2023 (USD/t) 8
Graph 18 Chinese aluminum fluoride 61%min FOB price trend from 1/4/2023 to 31/5/2023 (USD/t) 9
Graph 19 Chinese cast aluminum alloy ingot FOB price trend from 1/4/2023 to 31/5/2023 (USD/t) 9
Graph 20 Chinese secondary aluminum alloy ingot FOB price trend from 1/4/2023 to 31/5/2023 (USD/t) 9
Graph 21 Chinese imported Zorba aluminum scrap 98-1 price trend from 1/4/2023 to 31/5/2023 (USD/t) 9
Graph 22 Chinese alumina producers' operating rate by month from 4/2022 to 5/2023 (%) 11
Graph 23 Chinese alumina producers' operating rate by month and province from 5/2022 to 5/2023 (%) 12
Graph 24 China's alumina output by month from 5/2022 to 5/2023 (Tonne) 12
Graph 25 China's monthly alumina output by major province from 5/2022 to 5/2023 (Tonne) 12
Graph 26 Chinese aluminum fluoride producers' operating rate by month from 5/2022 to 5/2023 (%) 12
Graph 27 Chinese aluminum fluoride producers' operating rate by major province by month from 5/2022 to 5/2023 (%) 13
Graph 28 China's aluminum fluoride output by month from 5/2022 to 5/2023 (Tonne) 13
Graph 29 China's monthly aluminum fluoride output by major province from 5/2022 to 5/2023 (Tonne) 13
Graph 30 China's aluminum fluoride inventory by month from 5/2022 to 5/2023 (Tonne) 13
Graph 31 China's monthly aluminum fluoride inventory by province from 5/2022 to 5/2023 (Tonne) 14
Graph 32 Chinese bauxite producers' operating rate by month from 5/2022 to 5/2023 (%) 14
Graph 33 Chinese bauxite producers' operating rate by province by month from 5/2022 to 5/2023 (%) 14
Graph 34 China's bauxite output by month from 5/2022 to 5/2023 (kt) 14
Graph 35 China's monthly bauxite output by province from 5/2022 to 5/2023 (kt) 15
Graph 36 Guinean bauxite producers' operating rate by month from 5/2022 to 5/2023 (%) 15
Graph 37 Guinean bauxite producers' output by month from 5/2022 to 5/2023 (kt) 15
Graph 38 Chinese primary aluminum producers' operating rate by month from 5/2022 to 5/2023 (%) 15
Graph 39 Chinese primary aluminum producers' operating rate by region by month from 5/2022 to 5/2023 (%) 16
Graph 40 China's primary aluminum output by month from 5/2022 to 5/2023 (Tonne) 16
Graph 41 China's monthly primary aluminum output by major province by month from 5/2022 to 5/2023 (Tonne) 16
Graph 42 China's primary aluminum inventory by month from 5/2022 to 5/2023 (Tonne) 16
Graph 43 China's monthly primary aluminum inventory by major province from 5/2022 to 5/2023 (Tonne) 17
Graph 44 Chinese secondary aluminum alloy producers' operating rate by month from 5/2022 to 5/2023 (%) 17
Graph 45 Chinese secondary aluminum alloy producers' operating rate by month and province from 5/2022 to 5/2023 (%) 17
Graph 46 China's secondary aluminum alloy output by month from 5/2022 to 5/2023 (Tonne) 17
Graph 47 China's secondary aluminum alloy output by month and major province from 5/2022 to 5/2023 (Tonne) 18
Graph 48 Chinese secondary aluminum alloy producers' inventory by month from 5/2022 to 5/2023 (Tonne) 18
Graph 49 Chinese secondary aluminum alloy producers' inventory by province from 5/2022 to 5/2023 (Tonne) 18
Graph 50 Chinese aluminum bar producers' operating rate by month from 5/2022 to 5/2023 (%) 18
Graph 51 Chinese aluminum bar producers' operating rate by month and province from 5/2022 to 5/2023 (%) 19
Graph 52 China's aluminum bar output by month from 5/2022 to 5/2023 (Tonne) 19
Graph 53 China's monthly aluminum bar output by major province by month from 5/2022 to 5/2023 (Tonne) 19
Graph 54 China's aluminum bar inventory by month from 5/2022 to 5/2023 (Tonne) 19
Graph 55 China's monthly aluminum bar inventory by province from 5/2022 to 5/2023 (Tonne) 20
Graph 56 China's consumption of imported bauxite by month from 5/2022 to 5/2023 (kt) 20
Graph 57 China's consumption of imported bauxite by major province by month from 5/2022 to 5/2023 (kt) 20
Graph 58 China's inventory of imported bauxite by month from 5/2022 to 5/2023 (kt) 20
Graph 59 China's inventory of imported bauxite by month and region from 5/2022 to 5/2023 (kt) 21
Graph 60 China's consumption of domestic bauxite by month from 5/2022 to 5/2023 (kt) 21
Graph 61 China's consumption of domestic bauxite by major province by month from 5/2022 to 5/2023 (kt) 21
Graph 62 China's inventory of domestic bauxite by month from 5/2022 to 5/2023 (kt) 21
Graph 63 China's inventory of domestic bauxite by month and major province from 5/2022 to 5/2023 (kt) 22
Graph 64 Chinese primary aluminum producers' alumina consumption by month from 5/2022 to 5/2023 (Tonne) 22
Graph 65 Chinese primary aluminum producers' monthly alumina consumption by region from 5/2022 to 5/2023 (Tonne) 22
Graph 66 Chinese primary aluminum producers' alumina inventory by month from 5/2022 to 5/2023 (Tonne) 22
Graph 67 Chinese primary aluminum producers' monthly alumina inventory by region from 5/2022 to 5/2023 (Tonne) 23
Graph 68 Chinese secondary aluminum alloy producers' aluminum scrap consumption by month from 5/2022 to 5/2023 (Tonne) 23
Graph 69 Chinese secondary aluminum alloy producers' monthly aluminum scrap consumption by region by month from 5/2022 to 5/2023 (Tonne) 23
Graph 70 Chinese secondary aluminum alloy producers' aluminum scrap inventory by month from 5/2022 to 5/2023 (Tonne) 23
Graph 71 Chinese secondary aluminum alloy producers' aluminum scrap inventory by region by month from 5/2022 to 5/2023 (Tonne) 24
Graph 72 China's imports of bauxite by month from 4/2022 to 4/2023 (Tonne) 24
Graph 73 China's imports of bauxite by major source country by month from 4/2022 to 4/2023 (Tonne) 24
Graph 74 China's alumina imports by month from 4/2022 to 4/2023 (Tonne) 24
Graph 75 China's alumina imports by major source country by month from 4/2022 to 4/2023 (Tonne) 25
Graph 76 China's exports of anhydrous aluminum fluoride by month from 4/2022 to 4/2023 (Tonne) 25
Graph 77 China's exports of anhydrous aluminum fluoride by major destination by month from 4/2022 to 4/2023 (Tonne) 25
Graph 78 China's import volume of unwrought aluminum(Al＜99.95%) in previous 13 months 26
Graph 79 China's import price of unwrought aluminum(Al＜99.95%) in previous 13 months 26
Graph 80 China's import volume of unwrought aluminum(Al＜99.95%) from top three countries in previous 13 months 26
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 27
Graph 84 China's import volume of unwrought aluminum alloy from top three countries in previous 13 months 27
Graph 85 China's import price of unwrought aluminum alloy from top three countries in previous 13 months 27
Graph 86 China's export volume of unwrought aluminum alloy in previous 13 months 27
Graph 87 China's export price of unwrought aluminum alloy in previous 13 months 27
Graph 88 China's export volume of unwrought aluminum alloy to top three countries in previous 13 months 28
Graph 89 China's export price of unwrought aluminum alloy to top three countries in previous 13 months 28
Graph 90 China's import volume of aluminum scrap in previous 13 months 28
Graph 91 China's import price of aluminum scrap in previous 13 months 28
Graph 92 China's import volume of aluminum scrap from top three countries in previous 13 months 29
Graph 93 China's import price of aluminum scrap from top three countries in previous 13 months 29
Graph 94 Chinese fluorspar 97%min dry powder delivered price trend from 1/4/2023-31/5/2023 (RMB/t) 29
Graph 95 Chinese liquid caustic soda 32% delivered price trend from 1/4/2023-31/5/2023 (RMB/t) 29
Table
Table 1 Chinese alumina producers' operating rate by major province by month from 4/2023 to 5/2023 (%) 12
Table 2 China's alumina output by major province by month from 4/2023 to 5/2023 (Tonne) 12
Table 3 Chinese aluminum fluoride producers' operating rate by major province by month from 4/2023 to 5/2023 (%) 13
Table 4 China's aluminum fluoride output by major province by month from 4/2023 to 5/2023 (Tonne) 13
Table 5 China's aluminum fluoride inventory by major province by month from 4/2023 to 5/2023 (Tonne) 14
Table 6 Chinese bauxite producers' operating rate by province by month from 4/2023 to 5/2023 (%) 14
Table 7 China's bauxite output by major province by month from 4/2023 to 5/2023 (10kt) 15
Table 8 Chinese primary aluminum producers' operating rate by major province by month from 4/2023 to 5/2023 (%) 16
Table 9 Chinese primary aluminum producers' output by major province by month from 4/2023 to 5/2023 (Tonne) 16
Table 10 Chinese primary aluminum producers' inventory by province by month from 4/2023 to 5/2023 (Tonne) 17
Table 11 Chinese secondary aluminum alloy producers' operating rate by major province by month from 4/2023 to 5/2023 (%) 17
Table 12 China's secondary aluminum alloy output by month from 4/2023 to 5/2023 (Tonne) 18
Table 13 Chinese secondary aluminum alloy producers' inventory by province by month from 4/2023 to 5/2023 (Tonne) 18
Table 14 Chinese aluminum bar producers' operating rate by month from 4/2023 to 5/2023 (%) 19
Table 15 Chinese aluminum bar producers' output by major province by month from 4/2023 to 5/2023 (Tonne) 19
Table 16 China's aluminum bar inventory by month from 4/2023 to 5/2023 (Tonne) 20
Table 17 China's consumption of imported bauxite by major province by month from 4/2023 to 5/2023 (10kt) 20
Table 18 China's inventory of imported bauxite by major province by month from 4/2023 to 5/2023 (10kt) 21
Table 19 China's consumption of domestic bauxite by major province by month from 4/2023 to 5/2023 (10kt) 21
Table 20 China's inventory of domestic bauxite by major province by month from 4/2023 to 5/2023 (10kt) 22
Table 21 Chinese primary aluminum producers' alumina consumption by major region by month from 4/2023 to 5/2023 (Tonne) 22
Table 22 Chinese primary aluminum producers' alumina inventory by major region by month from 4/2023 to 5/2023 (Tonne) 23
Table 23 Chinese secondary aluminum alloy producers' aluminum scrap consumption by major region by month from 4/2023 to 5/2023 (Tonne) 23
Table 24 Chinese secondary aluminum alloy producers' aluminum scrap inventory by region by month from 4/2023 to 5/2023 (Tonne) 24
Table 25 China's imports of bauxite by major source country from 3/2023 to 4/2023 (Tonne) 24
Table 26 China's imports of alumina by major source country from 3/2023 to 4/2023 (Tonne) 25
Table 27 China's exports of anhydrous aluminum fluoride by major destination from 3/2023 to 4/2023 (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 Policy and Economy 5
2.1 Ghana to ban exportation of bauxite, iron ore 5
2.2 China to loosen limitation on transferring mining rights 5
2.3 Kazakhstan extends export ban on scrap metals by 6 months 5
2.4 CFA: China's Al-Mg alloy casting output up by 4.9% YoY in 2022 5
2.5 China to take multiple measures to expand consumption of NEVs 5
3 Market Movements 5
3.1 Chinese Market 5
3.1.1 Average price of Chinese origin bauxite declines 5
3.1.2 Chinese origin alumina price all the way down 6
3.1.3 Australian alumina price moves down 6
3.1.4 Average price of Chinese aluminum fluoride soars 6
3.1.5 Aluminum hydroxide price goes down 6
3.1.6 Aluminum ingot 99.7%min price fluctuates at low level 6
3.1.7 Chinese aluminum alloy ingot ADC12 market demand still weak 7
3.1.8 Demand for aluminum alloy ingot A356.2 in China increases steadily 7
3.1.9 Chinese cast aluminum scrap market sees rare deals 7
3.1.10 Demand for Chinese aluminum bar 6063 recovers 8
3.2 International Market 8
3.2.1 Guinean bauxite price rebounds 8
3.2.2 Demand for high-grade bauxite from Brazil and Ghana improves 8
3.2.3 Australian alumina export price moves down 8
3.2.4 Chinese average aluminum fluoride export price rises 9
3.2.5 Import price of cast aluminum alloy ingot falls 9
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 Alufluor's aluminum fluoride production slides 9
4.2 Finix Corporation restarts secondary aluminum alloys production 9
4.3 Dao Er Aluminum reduces bauxite production 9
4.4 Spring Energy suspends bauxite production 10
4.5 Jinyang Advanced Material resumes aluminum fluoride production 10
4.6 MGH Mining plans to resume bauxite production 10
4.7 CMR to restart normal secondary aluminum alloy ingots production 10
4.8 Ropa Investments to develop a bauxite project in Brazil 10
4.9 Viet Phuong Investment Group to develop bauxite project in Laos 10
4.10 Zhongmei Aluminum seeks acquiring partners 10
4.11 Delta Aluminium overhauls secondary aluminum alloy ingot production equipment 10
4.12 Xinyongfa Aluminum to halt secondary aluminum alloy ingot production 10
4.13 Huilian Aluminum halts secondary aluminum alloy ingot production 10
4.14 Zhibo Metal resumes secondary aluminum alloy ingot production 10
4.15 Jiangsu Chengchao undertakes maintenance on secondary aluminum alloy ingot equipment 11
4.16 Zhongxin Aluminum to put secondary aluminum alloy ingot project into operation 11
4.17 Senke Nonferrous suspends secondary aluminum alloy ingot production 11
4.18 Xikaisheng New Materials puts aluminum bar into production 11
4.19 Yunnan Kailong puts aluminum bar into production 11
4.20 Zhongqiang Nonferrous resumes secondary aluminum alloy ingot production 11
4.21 Zunyi Aluminum to complete resuming primary aluminum production capacity 11
4.22 Tianlin Aluminum builds new aluminum bar production lines 11
5 Producers' Statistics 11
5.1 Chinese alumina producers' operating rate down by 4.57% YOY in May 11
5.2 China's alumina output up by 3.72% YOY in May 12
5.3 Chinese aluminum fluoride producers' operating rate up by 18.99% MOM in May 12
5.4 China's aluminum fluoride output up by 19% MOM in May 13
5.5 China's aluminum fluoride inventory up by 14.41% MOM in late May 13
5.6 Chinese bauxite producers' operating rate down by 10.54% MOM in May 14
5.7 Chinese bauxite producers' output down by 20.29% YOY in May 14
5.8 Guinean bauxite producers' operating rate up by 11.94% YOY in May 15
5.9 Guinean bauxite producers' output up by 27.62% YOY in May 15
5.10 Chinese primary aluminum producers' operating rate records 81.48% in late May 15
5.11 China's primary aluminum output up by 0.41% MOM in May 16
5.12 China's primary aluminum inventory down by 23.92% MOM in late May 16
5.13 Chinese secondary aluminum alloy producers' operating rate records 38.48% in May 17
5.14 China's secondary aluminum alloy output up by 0.84% MOM in May 17
5.15 China's secondary aluminum alloy inventory down by 17.65% MOM in late May 18
5.16 Chinese aluminum bar producers' operating rate records 51.44% in May 18
5.17 China's aluminum bar output down by 1.02% MOM in May 19
5.18 China's aluminum bar inventory up by 28.19% MOM in late May 19
6 Consumers' Statistics 20
6.1 China's consumption of imported bauxite up by 11.29% YOY in May 20
6.2 China's inventory of imported bauxite up by 4.74% MOM in late May 20
6.3 China's consumption of domestic bauxite down by 12.71% YOY in May 21
6.4 China's inventory of domestic bauxite down by 15.58% YOY in late May 21
6.5 Chinese primary aluminum producers' alumina consumption up slightly by 0.47% MOM in May 22
6.6 Chinese primary aluminum producers' alumina inventory up by 7.15% MOM in late May 22
6.7 Chinese secondary aluminum alloy producers' aluminum scrap consumption up by 0.18% MOM in May 23
6.8 Chinese secondary aluminum alloy producers' aluminum scrap inventory up by 1.39% MOM in late May 23
7 Customs Statistics 24
7.1 China's bauxite import volume up by 7.78% YOY in Apr 24
7.2 China's alumina imports soar by 102.28% MOM in Apr 24
7.3 China's anhydrous aluminum fluoride export volume down by 31.53% MOM in Apr 25
7.4 China's unwrought aluminum(Al＜99.95%) import volume rose 189.46% YoY in Apr 2023 25
7.5 China's unwrought aluminum alloy import volume decreased 11.71% YoY in Apr 2023 26
7.6 China's unwrought aluminum alloy export volume declined 35.17% YoY in Apr 2023 27
7.7 China's aluminum scrap import volume increased 48.65% YoY in Apr 2023 28
8 Relevant Industry News 29
8.1 Fluorspar price surges overall 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 30
9.1.11 Aluminum scrap aluminum foundry scrap Al 91%min delivered China 30
9.2 International Market 30
9.2.1 Guinean bauxite Al2O3 45%min SiO2 3%max CIF China 30
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 1/4/2023 to 31/5/2023 (RMB/t) 6
Graph 2 Chinese alumina 98.5% EXW price trend from 1/4/2023 to 31/5/2023 (RMB/t) 6
Graph 3 Australian alumina 98.5% price trend at Chinese ports from 1/4/2023 to 31/5/2023 (RMB/t) 6
Graph 4 Chinese aluminum hydroxide 61%min EXW price trend from 1/4/2023 to 31/5/2023 (RMB/t) 6
Graph 5 Chinese aluminum hydroxide 64.5% EXW price trend from 1/4/2023 to 31/5/2023 (RMB/t) 6
Graph 6 Chinese aluminum ingot in warehouse Shanghai price trend from 1/4/2023 to 31/5/2023 (RMB/t) 6
Graph 7 Chinese aluminum ingot in warehouse Guangzhou price trend from 1/4/2023 to 31/5/2023 (RMB/t) 7
Graph 8 Chinese secondary aluminum alloy ingot price trend from 1/4/2023 to 31/5/2023 (RMB/t) 7
Graph 9 Chinese aluminum alloy ingot A356.2 price trend from 1/4/2023 to 31/5/2023 (RMB/t) 7
Graph 10 Aluminum foundry scrap Al 93%min Ex-VAT delivered to China price trend from 1/4/2023 to 31/5/2023 (RMB/t) 7
Graph 11 Aluminum foundry scrap Al 91%min Ex-VAT delivered to China price trend from 1/4/2023 to 31/5/2023 (RMB/t) 7
Graph 12 Aluminum profile scrap Al 91%min Ex-VAT delivered to China price trend from 1/4/2023 to 31/5/2023 (RMB/t) 8
Graph 13 Aluminum plate scrap Al 91%min Ex-VAT delivered to China price trend from 1/4/2023 to 31/5/2023 (RMB/t) 8
Graph 14 TC for Chinese aluminum bar 6063 in warehouse Wuxi from 1/4/2023 to 31/5/2023 (RMB/t) 8
Graph 15 TC trend for Chinese aluminum bar 6063 in warehouse Foshan from 1/4/2023 to 31/5/2023 (RMB/t) 8
Graph 16 Guinean bauxite Al2O3 45% CIF China price trend from 1/4/2023 to 31/5/2023 (USD/dt) 8
Graph 17 Australian alumina price trend from 1/4/2023 to 31/5/2023 (USD/t) 8
Graph 18 Chinese aluminum fluoride 61%min FOB price trend from 1/4/2023 to 31/5/2023 (USD/t) 9
Graph 19 Chinese cast aluminum alloy ingot FOB price trend from 1/4/2023 to 31/5/2023 (USD/t) 9
Graph 20 Chinese secondary aluminum alloy ingot FOB price trend from 1/4/2023 to 31/5/2023 (USD/t) 9
Graph 21 Chinese imported Zorba aluminum scrap 98-1 price trend from 1/4/2023 to 31/5/2023 (USD/t) 9
Graph 22 Chinese alumina producers' operating rate by month from 4/2022 to 5/2023 (%) 11
Graph 23 Chinese alumina producers' operating rate by month and province from 5/2022 to 5/2023 (%) 12
Graph 24 China's alumina output by month from 5/2022 to 5/2023 (Tonne) 12
Graph 25 China's monthly alumina output by major province from 5/2022 to 5/2023 (Tonne) 12
Graph 26 Chinese aluminum fluoride producers' operating rate by month from 5/2022 to 5/2023 (%) 12
Graph 27 Chinese aluminum fluoride producers' operating rate by major province by month from 5/2022 to 5/2023 (%) 13
Graph 28 China's aluminum fluoride output by month from 5/2022 to 5/2023 (Tonne) 13
Graph 29 China's monthly aluminum fluoride output by major province from 5/2022 to 5/2023 (Tonne) 13
Graph 30 China's aluminum fluoride inventory by month from 5/2022 to 5/2023 (Tonne) 13
Graph 31 China's monthly aluminum fluoride inventory by province from 5/2022 to 5/2023 (Tonne) 14
Graph 32 Chinese bauxite producers' operating rate by month from 5/2022 to 5/2023 (%) 14
Graph 33 Chinese bauxite producers' operating rate by province by month from 5/2022 to 5/2023 (%) 14
Graph 34 China's bauxite output by month from 5/2022 to 5/2023 (kt) 14
Graph 35 China's monthly bauxite output by province from 5/2022 to 5/2023 (kt) 15
Graph 36 Guinean bauxite producers' operating rate by month from 5/2022 to 5/2023 (%) 15
Graph 37 Guinean bauxite producers' output by month from 5/2022 to 5/2023 (kt) 15
Graph 38 Chinese primary aluminum producers' operating rate by month from 5/2022 to 5/2023 (%) 15
Graph 39 Chinese primary aluminum producers' operating rate by region by month from 5/2022 to 5/2023 (%) 16
Graph 40 China's primary aluminum output by month from 5/2022 to 5/2023 (Tonne) 16
Graph 41 China's monthly primary aluminum output by major province by month from 5/2022 to 5/2023 (Tonne) 16
Graph 42 China's primary aluminum inventory by month from 5/2022 to 5/2023 (Tonne) 16
Graph 43 China's monthly primary aluminum inventory by major province from 5/2022 to 5/2023 (Tonne) 17
Graph 44 Chinese secondary aluminum alloy producers' operating rate by month from 5/2022 to 5/2023 (%) 17
Graph 45 Chinese secondary aluminum alloy producers' operating rate by month and province from 5/2022 to 5/2023 (%) 17
Graph 46 China's secondary aluminum alloy output by month from 5/2022 to 5/2023 (Tonne) 17
Graph 47 China's secondary aluminum alloy output by month and major province from 5/2022 to 5/2023 (Tonne) 18
Graph 48 Chinese secondary aluminum alloy producers' inventory by month from 5/2022 to 5/2023 (Tonne) 18
Graph 49 Chinese secondary aluminum alloy producers' inventory by province from 5/2022 to 5/2023 (Tonne) 18
Graph 50 Chinese aluminum bar producers' operating rate by month from 5/2022 to 5/2023 (%) 18
Graph 51 Chinese aluminum bar producers' operating rate by month and province from 5/2022 to 5/2023 (%) 19
Graph 52 China's aluminum bar output by month from 5/2022 to 5/2023 (Tonne) 19
Graph 53 China's monthly aluminum bar output by major province by month from 5/2022 to 5/2023 (Tonne) 19
Graph 54 China's aluminum bar inventory by month from 5/2022 to 5/2023 (Tonne) 19
Graph 55 China's monthly aluminum bar inventory by province from 5/2022 to 5/2023 (Tonne) 20
Graph 56 China's consumption of imported bauxite by month from 5/2022 to 5/2023 (kt) 20
Graph 57 China's consumption of imported bauxite by major province by month from 5/2022 to 5/2023 (kt) 20
Graph 58 China's inventory of imported bauxite by month from 5/2022 to 5/2023 (kt) 20
Graph 59 China's inventory of imported bauxite by month and region from 5/2022 to 5/2023 (kt) 21
Graph 60 China's consumption of domestic bauxite by month from 5/2022 to 5/2023 (kt) 21
Graph 61 China's consumption of domestic bauxite by major province by month from 5/2022 to 5/2023 (kt) 21
Graph 62 China's inventory of domestic bauxite by month from 5/2022 to 5/2023 (kt) 21
Graph 63 China's inventory of domestic bauxite by month and major province from 5/2022 to 5/2023 (kt) 22
Graph 64 Chinese primary aluminum producers' alumina consumption by month from 5/2022 to 5/2023 (Tonne) 22
Graph 65 Chinese primary aluminum producers' monthly alumina consumption by region from 5/2022 to 5/2023 (Tonne) 22
Graph 66 Chinese primary aluminum producers' alumina inventory by month from 5/2022 to 5/2023 (Tonne) 22
Graph 67 Chinese primary aluminum producers' monthly alumina inventory by region from 5/2022 to 5/2023 (Tonne) 23
Graph 68 Chinese secondary aluminum alloy producers' aluminum scrap consumption by month from 5/2022 to 5/2023 (Tonne) 23
Graph 69 Chinese secondary aluminum alloy producers' monthly aluminum scrap consumption by region by month from 5/2022 to 5/2023 (Tonne) 23
Graph 70 Chinese secondary aluminum alloy producers' aluminum scrap inventory by month from 5/2022 to 5/2023 (Tonne) 23
Graph 71 Chinese secondary aluminum alloy producers' aluminum scrap inventory by region by month from 5/2022 to 5/2023 (Tonne) 24
Graph 72 China's imports of bauxite by month from 4/2022 to 4/2023 (Tonne) 24
Graph 73 China's imports of bauxite by major source country by month from 4/2022 to 4/2023 (Tonne) 24
Graph 74 China's alumina imports by month from 4/2022 to 4/2023 (Tonne) 24
Graph 75 China's alumina imports by major source country by month from 4/2022 to 4/2023 (Tonne) 25
Graph 76 China's exports of anhydrous aluminum fluoride by month from 4/2022 to 4/2023 (Tonne) 25
Graph 77 China's exports of anhydrous aluminum fluoride by major destination by month from 4/2022 to 4/2023 (Tonne) 25
Graph 78 China's import volume of unwrought aluminum(Al＜99.95%) in previous 13 months 26
Graph 79 China's import price of unwrought aluminum(Al＜99.95%) in previous 13 months 26
Graph 80 China's import volume of unwrought aluminum(Al＜99.95%) from top three countries in previous 13 months 26
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 27
Graph 84 China's import volume of unwrought aluminum alloy from top three countries in previous 13 months 27
Graph 85 China's import price of unwrought aluminum alloy from top three countries in previous 13 months 27
Graph 86 China's export volume of unwrought aluminum alloy in previous 13 months 27
Graph 87 China's export price of unwrought aluminum alloy in previous 13 months 27
Graph 88 China's export volume of unwrought aluminum alloy to top three countries in previous 13 months 28
Graph 89 China's export price of unwrought aluminum alloy to top three countries in previous 13 months 28
Graph 90 China's import volume of aluminum scrap in previous 13 months 28
Graph 91 China's import price of aluminum scrap in previous 13 months 28
Graph 92 China's import volume of aluminum scrap from top three countries in previous 13 months 29
Graph 93 China's import price of aluminum scrap from top three countries in previous 13 months 29
Graph 94 Chinese fluorspar 97%min dry powder delivered price trend from 1/4/2023-31/5/2023 (RMB/t) 29
Graph 95 Chinese liquid caustic soda 32% delivered price trend from 1/4/2023-31/5/2023 (RMB/t) 29
Table
Table 1 Chinese alumina producers' operating rate by major province by month from 4/2023 to 5/2023 (%) 12
Table 2 China's alumina output by major province by month from 4/2023 to 5/2023 (Tonne) 12
Table 3 Chinese aluminum fluoride producers' operating rate by major province by month from 4/2023 to 5/2023 (%) 13
Table 4 China's aluminum fluoride output by major province by month from 4/2023 to 5/2023 (Tonne) 13
Table 5 China's aluminum fluoride inventory by major province by month from 4/2023 to 5/2023 (Tonne) 14
Table 6 Chinese bauxite producers' operating rate by province by month from 4/2023 to 5/2023 (%) 14
Table 7 China's bauxite output by major province by month from 4/2023 to 5/2023 (10kt) 15
Table 8 Chinese primary aluminum producers' operating rate by major province by month from 4/2023 to 5/2023 (%) 16
Table 9 Chinese primary aluminum producers' output by major province by month from 4/2023 to 5/2023 (Tonne) 16
Table 10 Chinese primary aluminum producers' inventory by province by month from 4/2023 to 5/2023 (Tonne) 17
Table 11 Chinese secondary aluminum alloy producers' operating rate by major province by month from 4/2023 to 5/2023 (%) 17
Table 12 China's secondary aluminum alloy output by month from 4/2023 to 5/2023 (Tonne) 18
Table 13 Chinese secondary aluminum alloy producers' inventory by province by month from 4/2023 to 5/2023 (Tonne) 18
Table 14 Chinese aluminum bar producers' operating rate by month from 4/2023 to 5/2023 (%) 19
Table 15 Chinese aluminum bar producers' output by major province by month from 4/2023 to 5/2023 (Tonne) 19
Table 16 China's aluminum bar inventory by month from 4/2023 to 5/2023 (Tonne) 20
Table 17 China's consumption of imported bauxite by major province by month from 4/2023 to 5/2023 (10kt) 20
Table 18 China's inventory of imported bauxite by major province by month from 4/2023 to 5/2023 (10kt) 21
Table 19 China's consumption of domestic bauxite by major province by month from 4/2023 to 5/2023 (10kt) 21
Table 20 China's inventory of domestic bauxite by major province by month from 4/2023 to 5/2023 (10kt) 22
Table 21 Chinese primary aluminum producers' alumina consumption by major region by month from 4/2023 to 5/2023 (Tonne) 22
Table 22 Chinese primary aluminum producers' alumina inventory by major region by month from 4/2023 to 5/2023 (Tonne) 23
Table 23 Chinese secondary aluminum alloy producers' aluminum scrap consumption by major region by month from 4/2023 to 5/2023 (Tonne) 23
Table 24 Chinese secondary aluminum alloy producers' aluminum scrap inventory by region by month from 4/2023 to 5/2023 (Tonne) 24
Table 25 China's imports of bauxite by major source country from 3/2023 to 4/2023 (Tonne) 24
Table 26 China's imports of alumina by major source country from 3/2023 to 4/2023 (Tonne) 25
Table 27 China's exports of anhydrous aluminum fluoride by major destination from 3/2023 to 4/2023 (Tonne) 25
