• Tin Conc. Burmese 20%min In warehouse MengA(-7000)  04-24|Tin Conc. Burmese 30%min In warehouse MengA(-7000)  04-24|Molybdenum Conc. 45%min EXW China(100)  04-24|Met. Coke A 13%max, S 0.7%max EXW Shanxi(50)  04-24|Molybdenum Oxide 50%min EXW China(100)  04-24|Erbium Oxide 99.5%min FOB China(1.2)  04-24|Cobalt Intermediate 30-40% CIF China(-0.2)  04-24|Ferro-manganese Mn 65%min, C 7%max EXW China(150)  04-24|Met. Coke A 13%max, S 0.7%max EXW Hebei(50)  04-24|Tin Conc. 60%min Delivered China(-7000)  04-24|Ferro-silicon 75%min In warehouse Pittsburgh(0.03)  04-24|Met. Coke A 13%max, S 0.7%max EXW Shandong(50)  04-24|Ferro-molybdenum 60%min EXW China(6000)  04-24|Erbium Oxide 99.5%min EXW China(8)  04-24
  • Monthly Fused Alumina Market Report Nov 2023

    2023-12-13 08:24:45   【Print】
    The following is a brief synopsis of the report. Your access is restricted as it is a subscription based service.
    Please contact us for a subscription.

    Contents

    1 Market Highlights 3
    2 Economy and Policy 3
    3 Market Movement 3
    3.1 Chinese Market 3
    3.1.2 Brown fused alumina 95%min F36 EXW China 3
    3.1.3 White fused alumina 99%min 1-3mm EXW China 3
    3.1.4 White fused alumina 99%min F36 EXW China 3
    3.2 Chinese Export Market 4
    3.2.1 Brown fused alumina 95%min 1-3mm FOB China 4
    3.2.2 Brown fused alumina 95%min F36 FOB China 4
    3.2.3 White fused alumina 99%min 1-3mm FOB China 4
    3.2.4 White fused alumina 99%min F36 FOB China 4
    3.3 International Market 4
    3.3.1 Brown fused alumina 95%min 1-3mm EXW India 4
    3.3.2 Brown fused alumina 95%min F36 EXW India 4
    3.3.3 Brown fused alumina 95%min 1-3mm in Warehouse Rotterdam 5
    3.3.4 White fused alumina 99%min 1-3mm in Warehouse Rotterdam 5
    4 Company news 5
    4.1 Shandong Qinai to increase white fused alumina production 5
    4.2 Jiyuan Jieda to halt brown fused alumina production 5
    4.3 Guizhou Hongsheng resumed brown fused alumina production 5
    4.4 Ruyang Ruilong to suspend their brown fused alumina production 5
    4.5 Luoyang Kaifa to suspend brown fused alumina production 5
    4.6 Guxian Baige to halt brown fused alumina production 6
    5 Producer Statistics 6
    5.1 Chinese brown fused alumina producers' statistics 6
    5.1.Asian Metal Copyright1.Asian Metal Copyright2 Chinese brown fused alumina producers' output down by 4.11% MoM in November 6
    5.1.Asian Metal Copyright Prices of white fused alumina 99%min 1-3mm EXW China from 2023-10-09 to 2023-11-30 RMBt 3.Asian Metal Copyright3 Chinese brown fused alumina producers' inventory up by 2.71% MoM in November 6
    5.2 Chinese white fused alumina producers' statistics 7
    5.2.Asian Metal Copyright3 Brown fused alumina 95%min 1-3mm in Warehouse Rotterdam 10 8.Asian Metal Copyright1 Chinese white fused alumina producers' operating rate down by 4.69% MoM in November 7
    5.2.Asian Metal Copyright97mt in the same period last year and USD718.Asian Metal Copyright3 Chinese white fused alumina producers' inventory up by 9.68% MoM in November 8
    6 Custom Statistics 8
    6.1 China's brown fused alumina export volume grew 37.00% YoY in Oct 2023 8
    6.2 China's white fused alumina export volume rose 13.95% YoY in Oct 2023 9
    7 Relevant Industry News 10
    8 Market Outlook for Next Month 10
    8.1 Chinese Market 10
    8.1.1 Brown fused alumina 95%min 1-3mm EXW China 10
    8.1.2 Brown fused alumina 95%min F36 EXW China 10
    8.1.3 White fused alumina 99%min 1-3mm EXW China 10
    8.1.4 White fused alumina 99%min F36 EXW China 10
    8.2 Chinese Export Market 10
    8.2.1 Brown fused alumina 95%min 1-3mm FOB China 10
    8.2.2 Brown fused alumina 95%min F36 FOB China 10
    8.2.3 White fused alumina 99%min 1-3mm FOB China 10
    8.2.4 White fused alumina 99%min F36 FOB China 10
    8.3 International Market 10
    8.3.1 Brown fused alumina 95%min 1-3mm EXW India 10
    8.3.2 Brown fused alumina 95%min F36 EXW India 10
    8.3.3 Brown fused alumina 95%min 1-3mm in Warehouse Rotterdam 10
    8.3.4 White fused alumina 99%min 1-3mm in Warehouse Rotterdam 10



















































    1 Market Highlights

    Brown fused alumina:
    Though the sluggish market demand, given the increased bauxite prices, most producers firm their prices this month.

    Though the weak market demand, given the stable domestic prices, most exporters firm their prices.

    Considering the lower prices from Chinese competitors, though the good demand from local market, most Indian producers cut their prices this month to maintain sales.

    Based on the stable prices from Chinese suppliers, despite the weak demand, most suppliers in European firm their prices this month.

    White fused alumina:
    Given the stable alumina prices plus the weak end market, most producers firm their prices this month.

    Most exporters insist on their prices on basis of the steady domestic prices, though the weak market demand.

    Based on the stable prices from Chinese suppliers, though the weak demand, most suppliers in European firm their prices this month.

    2 Economy and Policy

    2.1 China launches third round of central environmental inspections
    China's Ministry of Ecology and Environment started a new round of central environmental inspections on November 21. Five teams have been dispatched to Fujian, Henan, Hainan, Gansu and Qinghai to conduct the first batch of the third round of inspections for about one month.

    The inspection lower the operating rate of fused alumina producers in Henan.

    2.2 Lvliang asks key industries to limit production till Mar 2024
    Lvliang environmental authority has issued a document asking key industries, including iron and steel, coking, nonferrous metals (primary aluminum, alumina), casting, ferroalloys, chemical engineering, construction materials (refractory), to limit production based on differentiated control measures during autumn and winter 2023-2024. The planned control period is from November 15, 2023 to March 31, 2024.

    This policy tighten the supply of bauxite in Northen China market.

    3 Market Movement

    3.1 Chinese Market

    By the end of November, the mainstream prices of Chinese brown fused alumina 95%min 1-3mm stood at RMB4,550-4750/t (USD608-636/t) Inc-VAT EXW D/A 180 days, unchanged MoM. Though the sluggish market demand, given the increased bauxite prices, most producers firm their prices this month.

    Prices of brown fused alumina 95%min 1-3mm EXW China from 2023-10-09 to 2023-11-30 (RMB/t)


    3.1.2 Brown fused alumina 95%min F36 EXW China
    In late November, the mainstream prices of Chinese brown fused alumina 95%min F36 stood at RMB4,950-5,150/t (USD670-697/t) Inc-VAT EXW D/P, unchanged MoM. Though the sluggish market demand, given the increased bauxite prices, most producers firm their prices this month.

    Prices of brown fused alumina 95%min F36 EXW China from 2023-10-09 to 2023-11-30 (RMB/t)


    3.1.3 White fused alumina 99%min 1-3mm EXW China
    By the end of November, the mainstream prices of white fused alumina 99%min 1-3mm stood at RMB4,340-4,440/t (USD591-604/t) Inc-VAT EXW D/P, down by RMB10/t (USD1.2/t) MoM.Asian Metal Copyright1.Asian Metal Copyright Though the high production costs, give the sluggish market demand, most producers cut their prices this month.


    Prices of white fused alumina 99%min 1-3mm EXW China from 2023-10-09 to 2023-11-30 (RMB/t)


    3.1.4 White fused alumina 99%min F36 EXW China
    In late November, the mainstream prices of Chinese white fused alumina 99%min F36 stayed at RMB4,740-4,940/t (USD645-673/t) Inc-VAT EXW D/P, down by RMB10/t (USD1.2/t) MoM.Asian Metal Copyright China's export volume of brown fused alumina to top three countries in previous 13 months China's export price of brown fused alumina to top three countries in previous 13 months 6.Asian Metal Copyright Though the high production costs, give the sluggish market demand, most producers cut their prices this month.

    Prices of white fused alumina 99%min F36 EXW China from 2023-10-09 to 2023-11-30 (RMB/t)


    3.2 Chinese Export Market

    3.2.1 Brown fused alumina 95%min 1-3mm FOB China
    By the end of November, the mainstream export prices of Chinese brown fused alumina 95%min 1-3mm stood at USD640-660/t Ex-VAT FOB China, unchanged MoM. Though the raised domestic prices, given the weak market demand, most exporters stabilized their prices.

    Price trend of brown fused alumina 95%min 1-3mm FOB China from 2023-10-09 to 2023-11-30 (USD/t)


    3.2.2 Brown fused alumina 95%min F36 FOB China
    In late November, the mainstream export prices of Chinese brown fused alumina F36 stayed at USD690-710/t FOB China, unchanged MoM. Though the raised domestic prices, given the weak market demand, most exporters stabilized their prices.


    Price trend of brown fused alumina 95%min F36 FOB China from 2023-10-09 to 2023-11-30 (USD/t)


    3.2.3 White fused alumina 99%min 1-3mm FOB China
    By the end of November, the export prices of Chinese white fused alumina 99%min 1-3mm increased to USD610-630/t FOB China, unchanged MoM. Though the raised domestic prices, given the weak market demand, most exporters stabilized their prices.

    Price trend of white fused alumina 99%min 1-3mm FOB China from 2023-10-09 to 2023-11-30 (USD/t)


    3.2.4 White fused alumina 99%min F36 FOB China

    In late November, the mainstream export prices of Chinese white fused alumina 99%min F36 stayed at USD665-685/t FOB China, down by USD5/t MoM. Though the stable domestic prices, given the weak market demand, most exporters cut their prices.

    Price trend of white fused alumina 99%min F36 FOB China from 2023-10-09 to 2023-11-30 (USD/t)


    3.3 International Market

    3.3.1 Brown fused alumina 95%min 1-3mm EXW India
    By the end of November, the mainstream prices of brown fused alumina 95%min 1-3mm in Indian Market stayed at INR70,000-71,000/t Inc-VAT EXW T/T 45 days, down by INR1,000/t from late last week. Considering the lower prices from Chinese competitors, though the good demand from local market, most Indian producers cut their prices this month to maintain sales.

    Price trend of brown fused alumina 95%min 1-3mm EXW India from 2023-10-09 to 2023-11-30 (INR/t)


    3.3.2 Brown fused alumina 95%min F36 EXW India
    By the end of November, the mainstream prices of brown fused alumina 95%min F36 in Indian Market stood at INR72,000-73,000/t Inc-VAT EXW T/T 45 days, down by INR1,000/t from late last week. Considering the lower prices from Chinese competitors, though the good demand from local market, most Indian producers cut their prices this month to maintain sales.

    Price trend of brown fused alumina 95%min F36 EXW India from 2023-10-09 to 2023-11-30 (INR/t)


    3.3.3 Brown fused alumina 95%min 1-3mm in Warehouse Rotterdam
    In late November, the mainstream prices of European brown fused alumina 95%min 1-3mm stood at EUR680-730/t T/T 30 days in Warehouses Rotterdam, unchanged MoM. Based on the increased prices from Chinese suppliers, despite the weak demand, most suppliers in European firm their prices this month.

    Price trend of brown fused alumina 95%min 1-3mm in Warehouse Rotterdam from 2023-10-09 to 2023-11-30 (EUR/t)


    3.3.4 White fused alumina 99%min 1-3mm in Warehouse Rotterdam
    By the end of November, the mainstream prices of white fused alumina 99%min 1-3mm hovered at EUR650-700/t in Warehouse Rotterdam, unchanged MoM. Based on the stable prices from Chinese suppliers, most suppliers in European firm their prices this month.

    Price trend of white fused alumina 95%min 1-3mm in warehouse Rotterdam from 2023-10-09 to 2023-11-30 (EUR/t)


    4 Company news

    4.1 Shandong Qinai to increase white fused alumina production
    As a major white fused alumina producer in China, Qinai (Shandong) New Materials Co., Ltd.Asian Metal Copyright13mt of brown fused alumina to United States, 10,674.Asian Metal Copyright, plans to lift up their white fused alumina production from 6,000t to 10,000t this month.Asian Metal Copyright Chinese white fused alumina producers' inventory by province from November 2022 to November 2023 t 6 Custom Statistics 6.Asian Metal Copyright "As we have our two tilting furnaces of 6300kva completed in late November, we plans to increase our monthly production volume from 200t per day to about 300t per day this month", an insider from the company revealed, noting that their production volume are expected to reach 10,000t at the end of this month.Asian Metal Copyright53% YoY and up 4.Asian Metal Copyright With an annual production capacity of 138,000t at the moment, the company produced about 19,000t in 2022 and produced about 57,000t so far this year.Asian Metal Copyright64% YoY and down 4.Asian Metal Copyright They hold an inventory of nearly 3,000t at present.

    4.2 Jiyuan Jieda to halt brown fused alumina production
    As a brown fused alumina producer from Henan, Jiyuan Jieda Abrasive Materials Co., Ltd.Asian Metal Copyright1 Brown fused alumina 95%min 1-3mm EXW India 10 8.Asian Metal Copyright, plans to halt their brown fused alumina production within two weeks after resumption of only one month, expecting an output of nearly 800t this month.Asian Metal Copyright2 Jiyuan Jieda to halt brown fused alumina production 5 4.Asian Metal Copyright "We just resumed production since early November.Asian Metal Copyright90% MoM and down by 9.Asian Metal Copyright However, due to the sluggish market demand and thin profit, we planned to suspend production later this month", a source from the company disclosed, noting that they predict to produce about 800t this month.Asian Metal Copyright71% MoM in November 6 5.Asian Metal Copyright With an annual production capacity of 27,000t, the company produced about 3,000t in the previous year and only produced about 3,000t so far in 2023 because of the terrible market demand.Asian Metal Copyright2.Asian Metal Copyright Currently they hold an inventory of nearly 800t.

    4.3 Guizhou Hongsheng resumed brown fused alumina production
    Guizhou Hongsheng Abrasive Materials Co., Ltd.Asian Metal Copyright2 Chinese brown fused alumina producers' output down by 4.Asian Metal Copyright, as a major brown fused alumina producer in Guizhou, resumed their brown fused alumina production on 30th November, expecting to produce about 1,600t in November.Asian Metal Copyright26% MoM.Asian Metal Copyright "We suspended production in early June in order to upgrade our furnaces and we finally finished construction in late November and resumed production on 30th November", a source from the company revealed, adding that they aimed to produce around 1,600t this month.Asian Metal Copyright2 Brown fused alumina 95%min F36 EXW China 10 8.Asian Metal Copyright With an annual production capacity of 45,000t, the company has no output last year and produced about 3,000t so far in 2023.Asian Metal Copyright52mt in the previous month, up 13.Asian Metal Copyright They hold an inventory of nearly 300t at present.

    4.4 Ruyang Ruilong to suspend their brown fused alumina production
    As a primary brown fused alumina producer in Henan, Ruyang Ruilong New Materials Co., Ltd.Asian Metal Copyright4 White fused alumina 99%min F36 EXW China 3 3.Asian Metal Copyright, expects to halt their brown fused alumina production in the end of November, expecting to produce about 1,000t this month.Asian Metal Copyright2.Asian Metal Copyright "We just resumed production in early November as we believed that the market demand recovered.Asian Metal Copyright58% MoM and up by 22.Asian Metal Copyright But due to the high production costs and thin profit, we decide to suspend production in the end of this month and only remain processing line instead", a source from the company disclosed, noting that they expect to produce around 1,000t in November.Asian Metal Copyright3.Asian Metal Copyright Having an annual production capacity of 60,000t, they produced about 12,000t in 2022 and about only 6,000t so far this year.Asian Metal Copyright2 Brown fused alumina 95%min F36 FOB China In late November, the mainstream export prices of Chinese brown fused alumina F36 stayed at USD690-710t FOB China, unchanged MoM.Asian Metal Copyright Currently they hold an inventory of nearly 1,200t, up by 400t MoM.

    4.5 Luoyang Kaifa to suspend brown fused alumina production
    As a brown fused alumina producer from Henan, Luoyang Kaifa Abrasive Materials Co., Ltd.Asian Metal Copyright3 International Market 10 8.Asian Metal Copyright, plans to halt their brown fused alumina production in the end of this month, expecting to produce about 2,000t in November.Asian Metal Copyright71mt in the same period last year and USD771.Asian Metal Copyright "We just resumed production in early September as we believe the market demand recovered, but due to the fierce competition and thin profit, we decided to halt production again", a source from the company stated, noting that they expect to produce about 2,000t this month.Asian Metal Copyright00 in the same period last year and USD30,595,090.Asian Metal Copyright With a production capacity of 35,000tpy, the company produced about 15,000t in the previous year, while they produced about 12,000t so far this year.Asian Metal Copyright3 Brown fused alumina 95%min 1-3mm in Warehouse Rotterdam 5 3.Asian Metal Copyright They hold about 1,500t in stock at the moment.

    4.6 Guxian Baige to halt brown fused alumina production
    As a major producer in Shanxi, Guxian Baige Senrun Abrasive Grinding Tools Co. plans to halt their brown fused alumina production in a week, expecting an output of nearly 1,000t in November.Asian Metal Copyright2 Chinese white fused alumina producers' statistics 5.Asian Metal Copyright "Although we just resumed production since early November, due to the sluggish market demand, we expect to suspend production by the end of this month", a source from the company stated, noting that they estimate to produce about 1,000t this month.Asian Metal Copyright43% YoY and down 6.Asian Metal Copyright They have an annual production capacity of 40,000t, and produced around 16,000t last year, while only 5,000t so far in 2023 due to the sluggish market demand.Asian Metal Copyright Price trend of white fused alumina 99%min 1-3mm FOB China from 2023-10-09 to 2023-11-30 USDt 3.Asian Metal Copyright They hold around 1,000t in stock at the moment, up by 500t MoM.

    5 Producer Statistics

    5.1 Chinese brown fused alumina producers' statistics

    5.1.Asian Metal Copyright78% YoY.Asian Metal Copyright1 Chinese brown fused alumina producers' operating rate down by 1.06% MoM in November
    In November 2023, China's operating rate of brown fused alumina producers was 24.68%, down by 1.Asian Metal Copyright26% MoM.Asian Metal Copyright06% MoM and up by 0.Asian Metal Copyright1 Chinese brown fused alumina producers' statistics 5.Asian Metal Copyright91% YoY.

    Chinese brown fused alumina producers' operating rate from November 2022 to November 2023 (t)


    In November 2023, the operation rate of producers in Henan was 20.21%, down by 1.Asian Metal Copyright1 China's brown fused alumina export volume grew 37.Asian Metal Copyright92% MoM and up by 0.Asian Metal Copyright White fused alumina: Given the stable alumina prices plus the weak end market, most producers firm their prices this month.Asian Metal Copyright98% YoY; that in Guizhou was 17.Asian Metal Copyright China exported 3,361.Asian Metal Copyright91%, down by 1.Asian Metal Copyright3.Asian Metal Copyright55% MoM and down by 4.Asian Metal Copyright95% YoY in Oct 2023 9 7 Relevant Industry News 10 8 Market Outlook for Next Month 10 8.Asian Metal Copyright00% YoY; that in Shanxi was 39.Asian Metal Copyright4 White fused alumina 99%min 1-3mm in Warehouse Rotterdam Based on firm prices in Chinese export Market, the prices in Europe would stay steady next month.Asian Metal Copyright23%, up by 3.Asian Metal Copyright75% YoY.Asian Metal Copyright09% MoM and up by 15.Asian Metal Copyright In Jan-Oct 2023, China exported a total of 356,122.Asian Metal Copyright99% YoY; that in other area was 49.Asian Metal Copyright2 Chinese white fused alumina producers' statistics 5.Asian Metal Copyright73%, up by 5.Asian Metal Copyright3.Asian Metal Copyright23% MoM and up by 4.Asian Metal Copyright40% YoY and up 0.Asian Metal Copyright34% YoY.

    Chinese brown fused alumina producers' operating rate from November 2022 to November 2023 (t)


    5.1.Asian Metal Copyright96mt in the previous month.Asian Metal Copyright2 Chinese brown fused alumina producers' output down by 4.11% MoM in November
    In November 2023, Chinese brown fused alumina producers' output was 71,100t, down by 4.11% MoM and up by 3.Asian Metal Copyright96mt in the previous month.Asian Metal Copyright56% YoY.

    Chinese brown fused alumina producers' output from November 2022 to November 2023


    In November 2023, the output in Henan was 29,400t, down by 8.69% MoM and up by 1.Asian Metal Copyright44% YoY and down 1.Asian Metal Copyright90% YoY; that in Guizhou was 14,400t, down by 7.Asian Metal Copyright4 Ruyang Ruilong to suspend their brown fused alumina production As a primary brown fused alumina producer in Henan, Ruyang Ruilong New Materials Co.Asian Metal Copyright98% MoM and down by 14.Asian Metal Copyright The average price was USD706.Asian Metal Copyright28% YoY; that in other area was 13,800t, down by 17.Asian Metal Copyright10mt in the same period last year and 4,946.Asian Metal Copyright85% MoM and down by 13.Asian Metal Copyright China exported 6,763.Asian Metal Copyright75% YoY; that in Shanxi was 13,500t, up by 8.Asian Metal Copyright3 Brown fused alumina 95%min 1-3mm in Warehouse Rotterdam 10 8.Asian Metal Copyright00% MoM and up by 68.Asian Metal Copyright97mt in the same period last year and USD718.Asian Metal Copyright75% YoY.

    Chinese brown fused alumina producers' output by province from
    November 2022 to November 2023


    5.1.Asian Metal Copyright1 Brown fused alumina 95%min 1-3mm EXW India 4 3.Asian Metal Copyright3 Chinese brown fused alumina producers' inventory up by 2.71% MoM in November
    In November 2023, Chinese brown fused alumina producers' inventory was 70,100t, up by 2.71% MoM and down by 26.Asian Metal Copyright4 White fused alumina 99%min F36 EXW China 10 8.Asian Metal Copyright67% YoY.

    Chinese brown fused alumina producers' inventory from November 2022 to November 2023(t)


    In November 2023, the brown fused alumina producers' inventory in Henan was 34,500t, up by 10.22% MoM and down by 1.Asian Metal Copyright41% YoY; that in Shandong was 28,400t, up by 12.Asian Metal Copyright70% YoY; that in Guizhou was 15,900t, up by 9.Asian Metal Copyright15mt in the previous month, up 70.Asian Metal Copyright27% MoM and down by 41.Asian Metal Copyright4 White fused alumina 99%min 1-3mm in Warehouse Rotterdam By the end of November, the mainstream prices of white fused alumina 99%min 1-3mm hovered at EUR650-700t in Warehouse Rotterdam, unchanged MoM.Asian Metal Copyright10% YoY; that in Shanxi was 9,200t, down by 7.Asian Metal Copyright2 Jiyuan Jieda to halt brown fused alumina production 5 4.Asian Metal Copyright60% MoM and down by 51.Asian Metal Copyright3 Brown fused alumina 95%min 1-3mm in Warehouse Rotterdam 10 8.Asian Metal Copyright42% YoY; that in other area was 11,200t, down by 29.Asian Metal Copyright3 Guizhou Hongsheng resumed brown fused alumina production 5 4.Asian Metal Copyright55% MoM, down by 37.Asian Metal Copyright2 Jiyuan Jieda to halt brown fused alumina production As a brown fused alumina producer from Henan, Jiyuan Jieda Abrasive Materials Co.Asian Metal Copyright78% YoY.

    Chinese brown fused alumina producers' inventory by province from
    November 2022 to November 2023(t)


    5.2 Chinese white fused alumina producers' statistics

    5.2.Asian Metal Copyright2 Chinese white fused alumina producers' statistics 7 5.Asian Metal Copyright1 Chinese white fused alumina producers' operating rate down by 4.69% MoM in November
    In November 2023, Chinese white fused alumina producers' operating rate was 36.71%, down by 4.Asian Metal Copyright Price trend of white fused alumina 99%min F36 FOB China from 2023-10-09 to 2023-11-30 USDt 3.Asian Metal Copyright69% MoM and down by 1.Asian Metal Copyright They hold around 1,000t in stock at the moment, up by 500t MoM.Asian Metal Copyright79% YoY.

    Chinese white fused alumina producers' operating rate from November 2022 to November 2023 (%)


    In November 2023, the operating rate of white fused alumina producers in Henan was 33.13%, down by 6.Asian Metal Copyright11% MoM in November In November 2023, Chinese brown fused alumina producers' output was 71,100t, down by 4.Asian Metal Copyright44% MoM and down by 6.Asian Metal Copyright Though the weak market demand, given the stable domestic prices, most exporters firm their prices.Asian Metal Copyright40% YoY; that in Shandong was 41.Asian Metal Copyright78% YoY.Asian Metal Copyright75%, down by 2.Asian Metal Copyright Based on the increased prices from Chinese suppliers, despite the weak demand, most suppliers in European firm their prices this month.Asian Metal Copyright45% MoM and up by 5.Asian Metal Copyright91% YoY.Asian Metal Copyright35% YoY; that in other area was 38.Asian Metal Copyright Chinese brown fused alumina producers' inventory from November 2022 to November 2023t In November 2023, the brown fused alumina producers' inventory in Henan was 34,500t, up by 10.Asian Metal Copyright4%, unchanged MoM, down by 9.Asian Metal Copyright53% YoY and down 4.Asian Metal Copyright60% YoY.

    Chinese white fused alumina producers' operating rates by province from November 2022 to November 2023


    5.2.Asian Metal Copyright2.Asian Metal Copyright2 Chinese white fused alumina producers' output down by 5.16% MoM in November
    In November 2023, Chinese white fused alumina producers' output was 75,300t, down by 5.16% MoM and up by 1.Asian Metal Copyright1.Asian Metal Copyright96% YoY.

    Chinese white fused alumina producers' output from November 2022 to November 2023


    In November 2023, the white fused alumina producers' output in Henan was 39,100t, down by 9.90% MoM and down by 9.Asian Metal Copyright4 Ruyang Ruilong to suspend their brown fused alumina production 5 4.Asian Metal Copyright80% YoY; that in Shandong was 34,200t, up by 0.Asian Metal Copyright90% YoY; that in Guizhou was 14,400t, down by 7.Asian Metal Copyright58% MoM and up by 22.Asian Metal Copyright1 Caustic calcined bauxite The light burn calcined bauxite Al2O3 85%min prices stood firm in the past month, which lead to the stable production costs of brown fused alumina.Asian Metal Copyright14% YoY; that in other area was 2,000t, unchanged MoM and down by 20.Asian Metal Copyright Chinese brown fused alumina producers' output from November 2022 to November 2023 In November 2023, the output in Henan was 29,400t, down by 8.Asian Metal Copyright00% YoY.

    Chinese white fused alumina producers' output by province from November 2022 to November 2023 (t)


    5.2.Asian Metal Copyright00 worth of white fused alumina, USD43,845,114.Asian Metal Copyright3 Chinese white fused alumina producers' inventory up by 9.68% MoM in November
    In November 2023, Chinese white fused alumina producers' inventory was 61,700t, up by 9.68% MoM and up by 5.Asian Metal Copyright11% MoM in November 6 5.Asian Metal Copyright47% YoY.

    Chinese white fused alumina producers' inventory from November 2022 to November 2023 (t)


    In November 2023, the white fused alumina producers' inventory in Henan was 32,300t, up by 7.84% MoM and down by 21.Asian Metal Copyright3 Brown fused alumina 95%min 1-3mm in Warehouse Rotterdam Based on the stable prices in Chinese export Market, the prices in Europe would keep stable next month.Asian Metal Copyright41% YoY; that in Shandong was 28,400t, up by 12.Asian Metal Copyright09% MoM and up by 15.Asian Metal Copyright25% MoM and up by 73.Asian Metal Copyright60% MoM and down by 51.Asian Metal Copyright13% YoY; that in other area was 1,000t, unchanged MoM and unchanged YoY.

    Chinese white fused alumina producers' inventory by province from
    November 2022 to November 2023 (t)


    6 Custom Statistics

    6.1 China's brown fused alumina export volume grew 37.00% YoY in Oct 2023
    In Oct 2023, China exported 43,442.46mt of brown fused alumina, 31,709.Asian Metal Copyright China's export volume of brown fused alumina in previous 13 months China's export price of brown fused alumina in previous 13 months In Oct 2023, the top three export destinations of brown fused alumina for China were United States, Japan and India.Asian Metal Copyright02mt in the same period last year and 41,107.Asian Metal Copyright46% MoM.Asian Metal Copyright52mt in the previous month, up 37.Asian Metal Copyright2.Asian Metal Copyright00% YoY and up 5.Asian Metal Copyright The average price was USD611.Asian Metal Copyright68% MoM.
    In Oct 2023, China exported USD30,673,584.00 worth of brown fused alumina, USD41,116,411.Asian Metal Copyright68% MoM and up by 5.Asian Metal Copyright00 in the same period last year and USD30,595,090.Asian Metal Copyright11% MoM in November In November 2023, Chinese brown fused alumina producers' output was 71,100t, down by 4.Asian Metal Copyright00 in the previous month, down 25.Asian Metal Copyright The average price was USD743.Asian Metal Copyright40% YoY and up 0.Asian Metal Copyright They hold an inventory of nearly 300t at present.Asian Metal Copyright26% MoM.Asian Metal Copyright4 White fused alumina 99%min 1-3mm in Warehouse Rotterdam By the end of November, the mainstream prices of white fused alumina 99%min 1-3mm hovered at EUR650-700t in Warehouse Rotterdam, unchanged MoM.Asian Metal Copyright The average price was USD706.07/mt, USD1,296.68/mt in the same period last year and USD744.27/mt in the previous month.
    In Jan-Oct 2023, China exported a total of 356,122.80mt of brown fused alumina, 412,769.Asian Metal Copyright3.Asian Metal Copyright53mt in the same period last year, down 13.Asian Metal Copyright3.Asian Metal Copyright72% YoY.

    China's export volume of brown fused alumina in previous 13 months

    China's export price of brown fused alumina in previous 13 months


    In Oct 2023, the top three export destinations of brown fused alumina for China were United States, Japan and India.
    China exported 11,858.13mt of brown fused alumina to United States, 10,674.Asian Metal Copyright36% MoM.Asian Metal Copyright14mt in the same period last year and 10,554.Asian Metal Copyright79mt, USD1,543.Asian Metal Copyright12mt in the previous month, up 11.Asian Metal Copyright1 Shandong Qinai to increase white fused alumina production As a major white fused alumina producer in China, Qinai Shandong New Materials Co.Asian Metal Copyright09% YoY and up 12.Asian Metal Copyright, Ltd.Asian Metal Copyright36% MoM.Asian Metal Copyright Most exporters insist on their prices on basis of the steady domestic prices, though the weak market demand.Asian Metal Copyright The average price was USD611.58/mt, USD716.32/mt in the same period last year and USD585.93/mt in the previous month, down 14.Asian Metal Copyright29mt of brown fused alumina to India, 1,976.Asian Metal Copyright53% YoY and up 4.Asian Metal Copyright44mt of white fused alumina, 29,184.Asian Metal Copyright44% MoM.
    China exported 6,763.12mt of brown fused alumina to Japan, 6,340.Asian Metal Copyright "As we have our two tilting furnaces of 6300kva completed in late November, we plans to increase our monthly production volume from 200t per day to about 300t per day this month", an insider from the company revealed, noting that their production volume are expected to reach 10,000t at the end of this month.Asian Metal Copyright00mt in the same period last year and 5,039.Asian Metal Copyright "We just resumed production in early November as we believed that the market demand recovered.Asian Metal Copyright11mt in the previous month, up 6.Asian Metal Copyright The average price was USD611.Asian Metal Copyright67% YoY and up 34.Asian Metal Copyright1 Brown fused alumina 95%min 1-3mm FOB China Considering the stabilized domestic prices, the export prices would increase next month.Asian Metal Copyright21% MoM.Asian Metal Copyright4 White fused alumina 99%min F36 FOB China 4 3.Asian Metal Copyright The average price was USD743.79/mt, USD1,543.71/mt in the same period last year and USD771.76/mt in the previous month, down 51.Asian Metal Copyright21% MoM.Asian Metal Copyright81% YoY and down 3.Asian Metal Copyright3.Asian Metal Copyright63% MoM.
    China exported 3,361.29mt of brown fused alumina to India, 1,976.Asian Metal Copyright Prices of brown fused alumina 95%min 1-3mm EXW China from 2023-10-09 to 2023-11-30 RMBt 3.Asian Metal Copyright10mt in the same period last year and 4,946.Asian Metal Copyright15mt in the previous month, up 70.Asian Metal Copyright15mt in the previous month, up 70.Asian Metal Copyright75% YoY.Asian Metal Copyright10% YoY and down 32.Asian Metal Copyright71% MoM in November 6 5.Asian Metal Copyright04% MoM.Asian Metal Copyright97mt in the same period last year and USD718.Asian Metal Copyright The average price was USD816.91/mt, USD1,045.96/mt in the same period last year and USD794.35/mt in the previous month, down 21.Asian Metal Copyright3 International Market 8.Asian Metal Copyright89% YoY and up 2.Asian Metal Copyright95% YoY and down 0.Asian Metal Copyright90% MoM.

    China's export volume of brown fused alumina to top three countries in previous 13 months


    China's export price of brown fused alumina to top three countries in previous 13 months


    6.2 China's white fused alumina export volume rose 13.95% YoY in Oct 2023
    In Oct 2023, China exported 33,256.44mt of white fused alumina, 29,184.Asian Metal Copyright51% YoY and down 23.Asian Metal Copyright10mt in the same period last year and 33,259.Asian Metal Copyright Considering the lower prices from Chinese competitors, though the good demand from local market, most Indian producers cut their prices this month to maintain sales.Asian Metal Copyright52mt in the previous month, up 13.Asian Metal Copyright, Ltd.Asian Metal Copyright95% YoY and down 0.Asian Metal Copyright They hold about 1,500t in stock at the moment.Asian Metal Copyright01% MoM.
    In Oct 2023, China exported USD27,341,100.00 worth of white fused alumina, USD43,845,114.Asian Metal Copyright1.Asian Metal Copyright00 in the same period last year and USD28,568,552.Asian Metal Copyright .Asian Metal Copyright00 in the previous month, down 37.Asian Metal Copyright64% YoY and down 4.Asian Metal Copyright64% YoY and down 4.Asian Metal Copyright56% YoY.Asian Metal Copyright30% MoM.Asian Metal Copyright 8.Asian Metal Copyright The average price was USD822.13/mt, USD1,502.36/mt in the same period last year and USD858.96/mt in the previous month.
    In Jan-Oct 2023, China exported a total of 334,594.67mt of white fused alumina, 338,927.Asian Metal Copyright98mt in the same period last year, down 1.Asian Metal Copyright98mt in the same period last year, down 1.Asian Metal Copyright71%, down by 4.Asian Metal Copyright28% YoY.

    China's export volume of white fused alumina in previous 13 months


    China's export price of white fused alumina in previous 13 months


    In Oct 2023, the top three export destinations of white fused alumina for China were Japan, India and Netherlands.
    China exported 4,412.90mt of white fused alumina to Japan, 5,940.Asian Metal Copyright Price trend of brown fused alumina 95%min 1-3mm FOB China from 2023-10-09 to 2023-11-30 USDt 3.Asian Metal Copyright22mt in the same period last year and 4,800.Asian Metal Copyright2.Asian Metal Copyright21mt in the previous month, down 25.Asian Metal Copyright2.Asian Metal Copyright71% YoY and down 8.Asian Metal Copyright Price trend of brown fused alumina 95%min F36 FOB China from 2023-10-09 to 2023-11-30 USDt 3.Asian Metal Copyright07% MoM.Asian Metal Copyright13%, down by 6.Asian Metal Copyright The average price was USD863.65/mt, USD1,500.56/mt in the same period last year and USD879.08/mt in the previous month, down 42.Asian Metal Copyright 4.Asian Metal Copyright44% YoY and down 1.Asian Metal Copyright15mt in the previous month, up 70.Asian Metal Copyright71% MoM.
    China exported 4,136.47mt of white fused alumina to India, 4,838.Asian Metal Copyright 5 Producer Statistics 5.Asian Metal Copyright75mt in the same period last year and 5,426.Asian Metal Copyright58% MoM and up by 22.Asian Metal Copyright62mt in the previous month, down 14.Asian Metal Copyright, plans to lift up their white fused alumina production from 6,000t to 10,000t this month.Asian Metal Copyright51% YoY and down 23.Asian Metal Copyright3.Asian Metal Copyright77% MoM.Asian Metal Copyright12mt in the previous month, up 11.Asian Metal Copyright The average price was USD685.80/mt, USD1,282.97/mt in the same period last year and USD718.22/mt in the previous month, down 46.Asian Metal Copyright16% MoM in November In November 2023, Chinese white fused alumina producers' output was 75,300t, down by 5.Asian Metal Copyright53% YoY and down 4.Asian Metal Copyright21mt in the previous month, down 25.Asian Metal Copyright46% MoM.
    China exported 3,513.25mt of white fused alumina to Netherlands, 1,810.Asian Metal Copyright1 Brown fused alumina 95%min 1-3mm EXW China As the Market prices already decreased close to production cost line, most producers already cut or even halted production rather than lowering their prices further next month.Asian Metal Copyright80mt in the same period last year and 2,659.Asian Metal Copyright95% YoY in Oct 2023 9 7 Relevant Industry News 10 8 Market Outlook for Next Month 10 8.Asian Metal Copyright75mt in the previous month, up 94.Asian Metal Copyright44% YoY and down 1.Asian Metal Copyright02% YoY and up 32.Asian Metal Copyright35% YoY; that in other area was 38.Asian Metal Copyright09% MoM.Asian Metal Copyright2.Asian Metal Copyright The average price was USD659.40/mt, USD1,004.92/mt in the same period last year and USD702.90/mt in the previous month, down 34.Asian Metal Copyright12mt of brown fused alumina to Japan, 6,340.Asian Metal Copyright43% YoY and down 6.Asian Metal Copyright1 Brown fused alumina 95%min 1-3mm FOB China 4 3.Asian Metal Copyright26% MoM.

    China's export volume of white fused alumina to top three countries in previous 13 months


    China's export price of white fused alumina to top three countries in previous 13 months


    7 Relevant Industry News

    7.1 Caustic calcined bauxite
    The light burn calcined bauxite Al2O3 85%min prices stood firm in the past month, which lead to the stable production costs of brown fused alumina.

    7.2 Alumina Powder
    The price of alumina Al2O3 98.5%min Na2O 0.Asian Metal Copyright Considering the lower prices from Chinese competitors, though the good demand from local market, most Indian producers cut their prices this month to maintain sales.Asian Metal Copyright3%max stood stable in the past month, which supported the firm prices of white fused alumina.

    7.3 Carbon electrode
    Discouraged by the prices decline of petroleum coke, the mainstream prices moved down in the past month.

    8 Market Outlook for Next Month

    8.1 Chinese Market

    8.1.1 Brown fused alumina 95%min 1-3mm EXW China
    As the Market prices already decreased close to production cost line, most producers already cut or even halted production rather than lowering their prices further next month.

    8.1.2 Brown fused alumina 95%min F36 EXW China
    As the Market prices already dropped close to production cost line, most producers already decreased or even suspended production instead of cutting their prices further.

    8.1.3 White fused alumina 99%min 1-3mm EXW China
    As the alumina price keep stable, most producers would firm their prices next month.

    8.1.4 White fused alumina 99%min F36 EXW China
    As the alumina price keep steady, most producers would hold their prices firm next month.

    8.2 Chinese Export Market

    8.2.1 Brown fused alumina 95%min 1-3mm FOB China
    Considering the stabilized domestic prices, the export prices would increase next month.

    8.2.2 Brown fused alumina 95%min F36 FOB China
    Given the flattened domestic prices, the export prices would rise next month.

    8.2.3 White fused alumina 99%min 1-3mm FOB China
    Considering the steady domestic prices, the export prices would move up next month.

    8.2.4 White fused alumina 99%min F36 FOB China
    Considering the stable domestic prices, the export prices would go up next month.

    8.3 International Market

    8.3.1 Brown fused alumina 95%min 1-3mm EXW India
    Though the prices in Chinese Market decreased, most Indian producers still intend to keep their prices firm based on firm production cost and no inventory pressure.

    8.3.2 Brown fused alumina 95%min F36 EXW India
    Though the prices in Chinese Market decreased, most Indian producers still intend to keep their prices firm based on firm production cost and no inventory pressure.

    8.3.3 Brown fused alumina 95%min 1-3mm in Warehouse Rotterdam
    Based on the stable prices in Chinese export Market, the prices in Europe would keep stable next month.

    8.3.4 White fused alumina 99%min 1-3mm in Warehouse Rotterdam
    Based on firm prices in Chinese export Market, the prices in Europe would stay steady next month.



    .Asian Metal Copyright2 Chinese white fused alumina producers' output down by 5Asian Metal Copyright
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