Aluminum Industry Annual Report 2023

1 Definition, Type, Distribution, Application 9
Definition 9
1.1.1 Bauxite 9
1.1.2 Alumina 9
1.1.3 Primary Aluminum 9
1.1.4 Aluminum Alloy Ingot 9
1.1.5 Aluminum Scrap 9
1.1.6 Aluminum Bar 9
Type 9
1.2.1 Bauxite 9
1.2.2 Alumina 9
Distribution 9
1.3.1 Bauxite 9
1.3.2 Alumina 10
1.3.3 Primary Aluminum 10
1.3.4 Aluminum Alloy Ingot 11
1.3.5 Aluminum Scrap 11
1.3.6 Aluminum Bar 11
Application 12
1.4.1 Bauxite 12
1.4.2 Alumina 12
1.4.3 Primary Aluminum 12
1.4.4 Aluminum Alloy Ingot 12
1.4.5 Aluminum Bar 13
2 Policy and Economy 13
2.1 Chinese Market 13
2.1.1 Shanxi to release 20 bauxite exploration permits 13
2.1.2 Inner Mongolia coal mine collapse leaves more than 50 missing 13
2.1.3 China to loosen limitation on transferring mining rights 13
2.1.4 China to take multiple measures to expand consumption of NEVs 13
2.1.5 Large number of bauxite producers in Henan stop production 13
2.1.6 China releases global reserves estimates for 13 minerals 13
2.1.7 China's Zhengzhou releases five-year plan for mineral resources 13
2.1.8 Shanxi delegates transfer and registration of exploration rights for mineral species 13
2.1.9 MEE releases Action Plan for Comprehensive Control of Air Pollution in Autumn and Winter 2023-2024 (Draft for Soliciting Opinions) 14
2.1.10 Shandong issues heavy pollution warning and production restriction measures 14
2.1.11 Lvliang asks key industries to limit production till Mar 2024 14
2.1.12 New bauxite mining claim staked in Guizhou 14
2.1.13 Guangxi encourages imports of bauxite 14
2.1.14 China to adjust import and export tariffs in 2024 14
2.2 International Market 14
2.2.1 Vietnam makes final ruling on second mid-term review of anti-dumping against aluminum extrusions from China 14
2.2.2 Guinea's biggest oil terminal explodes 14
2.2.3 Indonesia's bauxite exports stagnated ahead of schedule 14
2.2.4 IAI launches Aluminium Forward 2030 for net-zero emission target 14
2.2.5 Brazil extends suspension of final countervailing duty against aluminum rolled products from China 14
2.2.6 Australia initiates anti-dumping and countervailing review investigation on aluminum extrusions from China 15
2.2.7 Japan bans steel and aluminum exports to Russia from April 7 15
2.2.8 Kazakhstan extends export ban on scrap metals by 6 months 15
2.2.9 US to extend steel tariff suspension for EU 15
2.2.10 GCC launches AD investigation on China's aluminum alloy flat products 15
2.2.Asian Metal Copyright2 Imported Bauxite 64 9.Asian Metal Copyright11 U.Asian Metal Copyright8 Aluminum Bar 6063 φ120mm EXW 25 3.Asian Metal CopyrightS. considering 200% tariff on Russian aluminum 15
2.2.12 Canada bans aluminum & steel imports from Russia 15
2.2.13 Japan bans steel and aluminum exports to Russia from April 7 15
2.2.14 Rishi Sunak announces ban at G7 on Russian diamonds, copper, aluminum and nickel 15
2.2.15 Thailand not to impose AD duties on China's aluminum extruded products 15
2.2.16 India starts AD investigation on China's aluminum frame for solar panels/modules 16
2.2.17 US maintains CVD orders on China's aluminum foil 16
3 Market Movements 16
3.1 Chinese Market 16
3.1.1 Chinese origin bauxite Al/Si=5.Asian Metal Copyright4 Primary Aluminum 49 5.Asian Metal Copyright0 and 5.5 Ex-VAT delivered to China 16
3.1.Asian Metal Copyright14 Anhui Zhongji's high precision aluminium foil project enters second phase 43 5 Producers' Statistics 43 5.Asian Metal Copyright2 Alumina 98.Asian Metal Copyright4 Jinyang High tech increases aluminum fluoride production 37 4.Asian Metal Copyright5%min EXW China; Australian Alumina 98.5%min at Chinese ports 17
3.1.3 Aluminum Fluoride 96%min EXW China 19
3.1.Asian Metal Copyright2.Asian Metal Copyright4 Aluminum Hydroxide 64.5%min EXW China 20
3.1.Asian Metal Copyright2 Operating Rate 48 5.Asian Metal Copyright5 Aluminum Ingot 99.7%min EXW 21
3.1.6 Secondary Aluminum Alloy Ingot ADC12 EXW China 23
3.1.Asian Metal Copyright4 Inventory 54 6 Consumers' Statistics 55 6.Asian Metal Copyright7 Aluminum Alloy Ingot A356.2 EXW China 24
3.1.8 Aluminum Bar 6063 φ120mm EXW 25
3.1.9 Aluminum Scrap 27
3.2 Export Market 30
3.2.1 Aluminum Fluoride 61%min FOB China 30
3.2.2 Aluminum Alloy Ingot ADC12 FOB China 31
3.3 International Market 32
3.3.1 Guinean Bauxite Al2O3 45%min SiO2 3%max CIF China 32
3.3.2 Cast Aluminum Alloy Ingot ADC12 CIF China 33
3.3.3 Imported Zorba Aluminum Scrap 98-1 CIF China 34
4 Company News 35
4.1 Bauxite 35
4.1.1 Tianshan Aluminum acquires mining right of three bauxite mines in Indonesia 35
4.1.2 CTC Energy & Mining to start bauxite production in Sierra Leone 35
4.1.3 Sierra Mineral Holdings start loading first cape-size vessel of bauxite 35
4.1.4 Alufer Mining's first vessel of bauxite departs from Guinea 36
4.1.5 SBX seeks bauxite port building partners 36
4.1.6 Viet Phuong Investment Group to develop bauxite project in Laos 36
4.1.7 Lao Bauxite Development's first vessel of bauxite arrives China 36
4.1.8 Turkey Laman Mining merges MGH Mining 36
4.1.9 Huaxing Aluminum obtains mining license for Sujiaji bauxite mine 36
4.1.10 CSK Mining to load the first vessel of bauxite exporting to China 36
4.1.11 Bafata Mining Guinea to apply for bauxite mining licenses 36
4.2 Alumina 36
4.2.1 GIG starts construction of ecological aluminum project in Beihai 36
4.2.2 Gansu Jiatang starts construction of 6Mtpy alumina project 36
4.2.3 Yixiang Aluminum restarts normal alumina production 37
4.2.4 Rio Tinto announces 2024 bauxite and alumina production expectations 37
4.2.5 Kaiman Aluminum to restart normal alumina production 37
4.2.6 Inalum invests in construction of new alumina refinery in West Kalimantan 37
4.2.7 Xinghua Technology cuts alumina production 37
4.2.8 Odisha CM attends ground breaking ceremony of alumina refinery 37
4.2.Asian Metal Copyright7.Asian Metal Copyright9 Huayin Aluminum completes pipeline upgrade for 1.2Mtpa alumina project 37
4.2.10 Jinxin Chemical sees increase in alumina production 37
4.3 Aluminum Fluoride 37
4.3.1 Kexin Chemical to start the first stage aluminum fluoride project construction 37
4.3.2 Xingxiang Fluoride to increase production 37
4.3.3 Sanyi Chemical sees increase in aluminum fluoride production 37
4.3.4 Jinyang High tech increases aluminum fluoride production 37
4.3.5 Lizhong Chemical's aluminum fluoride production increases 38
4.3.6 Yuntianhua Fluoride to expand production capacity 38
4.4 Primary Aluminum 38
4.4.1 Nanshan Aluminum transfers 100000t of primary aluminum capacity to Huaren New Material 38
4.4.2 Alcoa plans to restart San Ciprian aluminum smelter from 2024 38
4.4.3 Nanshan Aluminum to transfer 136000t of primary aluminum capacity to Guizhou Xingren 38
4.4.4 Huafeng Group to start aluminum production in Indonesia 38
4.4.5 Talum to stop producing primary aluminum in Apr 38
4.4.6 Germany's Speira to close 70kt liquid aluminum production at Rheinwerk aluminum smelter 38
4.4.7 Nanshan Aluminum transfers 100,000tpy primary aluminum production capacity at RMB663 million 38
4.4.8 Alcoa announces permanent closure of Intalco aluminum smelter 38
4.4.9 Nanshan Aluminum to build 250000tpy primary aluminum and 260000tpy carbon projects in Indonesia 39
4.4.10 Yuanhao Aluminum's primary aluminum production achieves full capacity 39
4.4.11 GIG Yinhai Aluminum restarts 330kA electrolytic cells 39
4.4.12 Sichuan Zhongfu delivers first batch of green aluminum in China 39
4.4.13 Aluar increases primary aluminum production 39
4.4.14 SPIC Inner Mongolia Baiyinhua puts primary aluminum into production 39
4.5 Aluminum Alloy 39
4.5.1 Zhengyuan New Material starts secondary aluminum alloy ingot production 39
4.5.2 Sunrise Group to build lightweight forged aluminum alloy wheel project in Vietnam 39
4.5.3 UAE launches aluminum recycling coalition 39
4.5.4 Shaanxi Antai Metal puts secondary aluminum project into operation 39
4.5.5 Anhui Hongjin launches construction of 200,000tpy secondary aluminum new material project 39
4.5.Asian Metal Copyright5.Asian Metal Copyright6 Nanshan Aluminum stops aluminum alloy A356.2 production 40
4.5.7 Xincheng Yongchuang to start secondary aluminum alloy ingot production 40
4.5.8 Guilv New Materials heats furnaces for 150000tpy secondary aluminum project 40
4.5.9 German's Speira doubles aluminum recycling capacity to 650kt 40
4.5.10 Panghao Metal Wire commences construction of 200ktpy Al-alloy conductor project 40
4.5.11 Sichuan Jiawen recycling aluminum ash and aluminum slag harmless utilization project starts construction 40
4.5.Asian Metal Copyright3.Asian Metal Copyright12 CFA: China's Al-Mg alloy casting output up by 4.9% YoY in 2022 40
4.5.13 Zhongxin Aluminum to put secondary aluminum alloy ingot project into operation 40
4.5.14 Juming Technology builds new secondary aluminum alloy ingot project 40
4.5.15 Anhui Shuaiyichi to put phase two project into operation 41
4.5.16 Shenglin New Material's secondary aluminum alloy Phase II project starts production 41
4.5.17 Hubei Huajin Aluminum starts trial production of secondary aluminum alloy 41
4.5.18 Jiahong Light Alloy to complete furnace heating for secondary aluminum alloy production equipment 41
4.6 Aluminum Bar 41
4.6.1 Yijiang Aluminum builds another aluminum rod production line 41
4.6.2 Xinhexin Aluminum's 50ktpa aluminum profiles project begins production 41
4.6.3 Guilv New Materials' secondary aluminum project in full operation 41
4.6.4 Lanzhou Xikailong puts aluminum bar into production 41
4.6.5 Jimusaer Southeast Aluminum completes upgrade of aluminum bar production lines 41
4.6.6 Southeast Precision Technology to complete preheating process of aluminum bar production equipment 41
4.6.7 Kailong New Materials puts new aluminum bar equipment into operation 42
4.7 Aluminum Plate and Strip 42
4.7.1 Hunan Rare Earth New Materials puts high-strength aluminum project into operation 42
4.7.2 Chaoli Precision puts 300,000tpy aluminum plate and strip and 200,000tpy battery aluminum foil project (Phase I) into operation 42
4.7.3 Dingsheng New Material to supply 61000t of aluminum foil for lithium battery to LG Energy Solution 42
4.7.4 Nanshan Aluminum starts construction of high-end lightweight aluminum plate and strip project in Longkou 42
4.7.5 Longding Aluminium starts construction of second section of 100ktpy battery foil/ light gauge foil project 42
4.7.6 Guochao Aluminum's 200ktpy new energy battery aluminum foil blank project breaks ground 42
4.7.7 Hoshion to build new energy battery aluminum alloy box project with 1 billion yuan 42
4.7.8 Dingsheng New Material to supply lithium battery aluminum foil products to CATL 43
4.7.9 Hanjiang Group Aluminum starts construction of 70000tpy new energy battery aluminum foil blank project 43
4.7.10 Mingtai Aluminum's sales of aluminum plate, strip and foil down by 6% YoY in Apr 43
4.7.11 Dingsheng New Material and SK New Energy sign long-term agreement for lithium battery aluminum foil 43
4.7.12 Inner Mongolia Northern Aluminum breaks ground on high-end aluminum sheet, strip and foil project 43
4.7.13 Tianshan Aluminum puts 20ktpa battery foil project into operation 43
4.7.14 Anhui Zhongji's high precision aluminium foil project enters second phase 43
5 Producers' Statistics 43
5.1 Bauxite 43
5.1.1 Capacity 43
5.1.2 Operating Rate 44
5.1.3 Output 44
5.2 Alumina 45
5.2.1 Production Capacity 45
5.2.2 Operating Rate 45
5.2.3 Output 46
5.2.4 Inventory 46
5.2.5 Number of Producers 47
5.3 Aluminum Fluoride 47
5.3.1 Production Capacity 47
5.3.2 Operating Rate 48
5.3.3 Output 48
5.3.4 Inventory 48
5.3.5 Number of Producers 49
5.4 Primary Aluminum 49
5.4.1 Production Capacity 49
5.4.2 Operating Rate 50
5.4.3 Output 50
5.4.4 Inventory 51
5.5 Secondary Aluminum Alloy Ingot 51
5.5.1 Production Capacity 51
5.5.2 Operating Rate 52
5.5.3 Output 52
5.5.4 Inventory 53
5.6 Aluminum Bar 53
5.6.1 Production Capacity 53
5.6.2 Operating Rate 54
5.6.3 Output 54
5.6.4 Inventory 54
6 Consumers' Statistics 55
6.1 Chinese Origin Bauxite 55
6.1.1 Consumption Capacity 55
6.1.2 Consumption Volume 55
6.1.3 Inventory 56
6.2 Imported Bauxite 56
6.2.1 Consumption Capacity 56
6.2.2 Consumption Volume 57
6.2.3 Inventory 57
7 Customs Statistics 58
7.1 Import 58
7.1.1 Bauxite 58
7.1.2 Alumina 58
7.1.3 Aluminum Scrap 59
7.1.Asian Metal Copyright4 Shaanxi Antai Metal puts secondary aluminum project into operation 39 4.Asian Metal Copyright4 Unwrought Aluminum (Al<99.95%) 59
7.1.5 Unwrought Aluminum Alloy 60
7.2 Export 60
7.2.1 Aluminum Fluoride 60
7.2.2 Unwrought Aluminum Alloy 61
8 Relevant Industry News 61
8.1 Fluorspar 97%min delivered to China 61
8.2 Liquid Caustic Soda 100% consistency delivered to China 62
9 Supply and Demand Outlook 63
9.1 Bauxite 63
9.1.1 Chinese Origin Bauxite 63
9.1.2 Imported Bauxite 64
9.2 Alumina 98.5%min 64
9.3 Aluminum Fluoride 61%min 64
9.4 Aluminum Ingot 99.7% 64
9.5 Aluminum Alloy Ingot ADC12 64
9.6 Chinese Cast Aluminum Scrap 64
9.6.1 Chinese Origin Cast Aluminum Scrap 64
9.6.2 Imported Cast Aluminum Scrap 64
9.7 Chinese Aluminum bar 6063 64


.Asian Metal Copyright3 Primary Aluminum 12 1Asian Metal Copyright