Monthly Aluminum Market Report Jun 2025

Contents

1 Market Highlights 4
1.1 Bauxite 4
1.2 Alumina 4
1.3 Aluminum fluoride 4
1.4 Primary aluminum 4
1.5 Secondary aluminum alloy ingot 4
1.6 Aluminum alloy ingot A356.2 4
1.7 Aluminum scrap 4
1.8 Aluminum bar 4
2 Policy and Economy 4
2.1 Trump raises aluminum tariffs to 50%, applaud by US aluminum industry 4
2.2 China's trade with Africa hits new high in Jan-May 4
2.3 Ghana poised for aluminum hub status after GIADEC secures 6 bauxite leases 4
2.4 US makes preliminary CVD ruling on China's aluminum sheets 4
2.5 US extends AD & CVD duties on China's aluminum wire and cable 4
2.6 India to impose AD duty on aluminum foil from China 5
2.7 Israel and Iran announce ceasefire 5
3 Market Movements 5
3.1 Chinese Market 5
3.1.1 Chinese origin bauxite price stable 5
3.1.2 Chinese origin alumina price falls 5
3.1.3 Price of Chinese aluminum fluoride drops 5
3.1.4 Aluminum hydroxide price slides 5
3.1.5 Fluorspar price drops 5
3.1.6 Liquid caustic soda price soars 6
3.1.Asian Metal Copyright27% MOM in Jun 13 5.Asian Metal Copyright7 Price of aluminum ingot 99.7%min rises with fluctuations 6
3.1.8 Demand for Chinese aluminum alloy ingot ADC12 keeps declining 6
3.1.Asian Metal Copyright1 BAI starts the third stage alumina project commissioning 9 4.Asian Metal Copyright9 Demand for Chinese aluminum alloy ingot A356.2 keeps declining 7
3.1.10 Chinese aluminum scrap market sees tight supply 7
3.1.11 Chinese aluminum bar 6063 TC declines 7
3.2 International Market 8
3.2.1 Price of Guinean bauxite surges 8
3.2.2 Export price of Australian alumina falls 8
3.2.3 Chinese aluminum fluoride export price stable 8
3.2.4 Price of imported cast aluminum alloy ingot rises 8
3.2.5 Chinese aluminum alloy ingot ADC12 export market sees rare deals 8
3.2.6 Chinese market sees few deals for imported Zorba aluminum scrap 9
4. Company News 9
4.1 BAI starts the third stage alumina project commissioning 9
4.2 Construction of Ghana's 1st ever Bauxite refinery to start this year 9
4.3 Vinacomin to cut alumina production 9
4.4 EVOX launches bauxite production in Turkey 9
4.5 Wenshan Aluminum increases alumina production 9
4.6 Ashapura (Guinea) to cut bauxite production 9
4.7 Montenegro UMD to develop a new bauxite mine 9
4.8 Jinruida Aluminum boosts aluminum fluoride production 9
4.9 Sierra Mineral Holdings seeks financing to expand bauxite production 10
4.10 Zhaohe New Material decreases aluminum fluoride production 10
4.11 Xinyongfa Aluminum to suspend secondary aluminum alloy ingot production 10
4.12 Zhengyuan New Material to shut down one melting furnace 10
4.13 Southeast Aluminum starts building new aluminum bar project 10
4.14 Zhongtai Xinbo Aluminum resumes primary aluminum production 10
4.15 Jinfoyuan Metal restarts secondary aluminum alloy ingot smelting furnace 10
4.16 Guangyin Aluminum to upgrade aluminum bar production equipment 10
4.17 Chengchao Aluminum maintains secondary aluminum alloy equipment 10
4.18 Chalco Shanxi New Material halts operation of one smelting furnace 10
4.19 Danjiangkou Aluminum overhauls aluminum foil production lines 11
4.20 Guangmei New Materials to start production 11
4.21 Guishan Aluminum cuts aluminum bar production 11
4.22 Xinyongfa Aluminum resumes secondary aluminum alloy ingot production 11
5 Producers Statistics 11
5.1 Chinese alumina producers' operating rate up by 3.58% MOM in Jun 11
5.2 China's alumina output up by 10.15% YOY in Jun 11
5.3 Chinese aluminum fluoride producers' operating rate up by 5.42% YOY in Jun 12
5.4 China's aluminum fluoride output up by 16.77% YOY in Jun 12
5.5 China's aluminum fluoride inventory down by 47.37% YOY in late Jun 12
5.6 Guinean bauxite producers' operating rate up by 0.31% MOM in Jun 12
5.7 Guinean bauxite producers' output up by 9.25% YOY in Jun 13
5.8 Chinese primary aluminum producers' operating rate records 86.64% in Jun 13
5.9 China's primary aluminum output up by 0.27% MOM in Jun 13
5.10 China's primary aluminum inventory down by 22.23% MOM in late Jun 13
5.11 Chinese secondary aluminum alloy producers' operating rate records 45.37% in Jun 13
5.12 China's secondary aluminum alloy output down by about 1.49% MOM in Jun 14
5.13 China's secondary aluminum alloy inventory up by 8.92% MOM in late Jun 14
5.14 Chinese aluminum bar producers' operating rate records 50.21% in Jun 14
5.15 China's aluminum bar output down by 2.42% MOM in Jun 15
5.16 China's aluminum bar inventory up by 33.61% MOM in late Jun 15
6 Consumers Statistics 15
6.1 China's consumption of imported bauxite up by 12.34% MOM in Jun 15
6.2 China's inventory of imported bauxite up by 20.65% MOM in late Jun 16
6.3 China's consumption of domestic bauxite up by 16.42% YOY in Jun 16
6.4 China's inventory of domestic bauxite up by 24.49% YOY in late Jun 16
7. Customs Statistics 17
7.1 China's bauxite import volume down by 15.32% MOM in May 17
7.2 China's anhydrous aluminum fluoride export volume down by 50.16% YOY in May 17
7.3 China's low-density aluminum fluoride export volume down by 52.73% MOM in May 17
7.4 China's unwrought aluminum(Al＜99.Asian Metal Copyright4 Price of imported cast aluminum alloy ingot rises 8 3.Asian Metal Copyright95%) import volume grew 41.35% YoY in May 2025 17
7.5 China's unwrought aluminum alloy import volume declined 12.12% YoY in May 2025 18
7.6 China's unwrought aluminum alloy export volume grew 46.05% MoM in May 2025 19
7.7 China's aluminum scrap import volume declined 16.12% MoM in May 2025 20

.Asian Metal Copyright2 China's anhydrous aluminum fluoride export volume down by 50Asian Metal Copyright