Monthly Aluminum Market Report Jul 2025

Contents
1 Market Highlights 5
1.1 Bauxite 5
1.2 Alumina 5
1.3 Aluminum fluoride 5
1.4 Primary aluminum 5
1.5 Secondary aluminum alloy ingot 5
1.6 Aluminum alloy ingot A356.2 5
1.7 Aluminum scrap 5
1.8 Aluminum bar 5
2 Policy and Economy 5
2.1 Indonesia plans to cut mining quota period back to one year 5
2.2 China discovers 38 new mineral deposits in H1 2025 5
2.3 Kazakhstan plans to ban non-ferrous metal exports temporarily 5
2.4 Tajikistan aims for 20% annual growth in primary aluminum output over next 3 years 5
3 Market Movements 5
3.1 Chinese Market 5
3.1.1 Chinese origin bauxite prices drop 5
3.1.2 Chinese origin alumina prices rise 5
3.1.3 Prices of Chinese aluminum fluoride fall 6
3.1.4 Aluminum hydroxide prices bottom out 6
3.1.5 Fluorspar prices decline 6
3.1.6 Liquid caustic soda prices stable 6
3.1.Asian Metal Copyright41% MOM in late Jul 14 5.Asian Metal Copyright7 Demand for aluminum ingot 99.7%min diminishes 6
3.1.8 Prices for Chinese aluminum alloy ingot ADC12 rebound 7
3.1.Asian Metal Copyright1 SeAl Co recovers aluminum alloy production 9 4.Asian Metal Copyright9 Demand for Chinese aluminum alloy ingot A356.2 remains sluggish 7
3.1.10 Chinese aluminum scrap market sees soft supply and demand 7
3.1.11 Demand for Chinese aluminum bar 6063 declines dramatically 8
3.2 International Market 8
3.2.1 Prices of Guinean bauxite down 8
3.2.2 Export prices of Australian alumina soar 8
3.2.3 Chinese aluminum fluoride export prices slide 8
3.2.4 Prices of imported cast aluminum alloy ingot surge 8
3.2.5 Chinese aluminum alloy ingot ADC12 export market sees more deals 9
3.2.6 Chinese market sees few deals for imported Zorba aluminum scrap 9
4. Company News 9
4.1 SeAl & Co recovers aluminum alloy production 9
4.2 Qiya Aluminum to raise alumina production 9
4.3 Do-Fluoride to decrease aluminum fluoride production 9
4.4 Suregrow Integrated Mining Resources to start bauxite washing 9
4.5 SPIC Zunyi enhances alumina production 9
4.6 Alufer Mining to restart bauxite production 9
4.7 Xingxiang Fluoride Chemicals restarts aluminum fluoride production 9
4.8 South32 flags impairment of Mozambique aluminium smelter 10
4.9 Chalco Guangxi Branch to cut alumina production 10
4.10 Jinyang Advanced Material halts aluminum fluoride production 10
4.11 Uniprom Metal to reduce bauxite production 10
4.12 Ruiseko Metal suspends secondary aluminum alloy ingot production 10
4.13 Xinjiang East Hope halts operation of aluminum bar production lines 10
4.14 Chuangfeng New Material stops aluminum bar production 10
4.15 Aotai Aluminium commissions sheet and strip production lines 10
4.16 Nuotaili Aluminum overhauls aluminum bar production equipment 10
4.17 Xinxin Metal suspends production of secondary aluminum alloy ingot 10
4.18 Adaro aluminum smelter to commence production 10
4.19 Southeast Aluminum to upgrade aluminum bar production lines 11
4.20 Zhaofeng Aluminum Power suspends sheet and strip production lines 11
4.21 Chalco Qinghai to reach full primary aluminum production capacity 11
4.22 Shuofeng Aluminum suspends aluminum bar furnace 11
4.23 Laibin Huahang completes aluminum bar production line maintenance 11
4.24 Huajin Aluminum maintains secondary aluminum alloy ingot production equipment 11
5 Producers Statistics 11
5.1 Chinese alumina producers' operating rate down by 3.24% MOM in Jul 11
5.2 China's alumina output up by 9.04% YOY in Jul 11
5.3 Chinese aluminum fluoride producers' operating rate up by 8.21% YOY in Jul 12
5.4 China's aluminum fluoride output up by 25.85% YOY in Jul 12
5.5 China's aluminum fluoride inventory down by 51.35% YOY in late Jul 12
5.6 Guinean bauxite producers' operating rate down by 13.32% YOY in Jul 13
5.7 Guinean bauxite producers' output down by 7.43% MOM in Jul 13
5.8 Chinese primary aluminum producers' operating rate records 86.81% in Jul 13
5.9 China's primary aluminum output up by 0.24% MOM in Jul 13
5.10 China's primary aluminum inventory up by 75.88% MOM in late Jul 13
5.11 Chinese secondary aluminum alloy producers' operating rate records 44.25% in Jul 14
5.12 China's secondary aluminum alloy output down by about 1.53% MOM in Jul 14
5.13 China's secondary aluminum alloy inventory down by 20.41% MOM in late Jul 14
5.14 Chinese aluminum bar producers' operating rate records 46.39% in Jul 15
5.15 China's aluminum bar output down by 5.68% MOM in Jul 15
5.16 China's aluminum bar inventory down by 0.66% MOM in late Jul 15
6 Consumers Statistics 16
6.1 China's consumption of imported bauxite up by 12.62% YOY in Jul 16
6.2 China's inventory of imported bauxite up by 2.71% YOY in late Jul 16
6.3 China's consumption of domestic bauxite up by 14.29% YOY in Jul 16
6.4 China's inventory of domestic bauxite up by 47.13% YOY in late Jul 17
7. Customs Statistics 17
7.1 China's bauxite import volume up by 35.86% YOY in Jun 17
7.2 China's anhydrous aluminum fluoride export volume soars by 350.12% YOY in Jun 17
7.3 China's low-density aluminum fluoride export volume up by 233.14% MOM in Jun 18
7.4 China's unwrought aluminum(Al＜99.Asian Metal Copyright13 Xinjiang East Hope halts operation of aluminum bar production lines 10 4.Asian Metal Copyright95%) import volume up by 58.78% YoY in Jun 2025 18
7.5 China's unwrought aluminum alloy import volume declined by 20.24% MoM in Jun 2025 19
7.6 China's unwrought aluminum alloy export volume grew by 23.79% YoY in Jun 2025 19
7.7 China's aluminum scrap import volume up by 10.84% YoY in Jun 2025 20
.Asian Metal Copyright2 Qiya Aluminum to raise alumina production 9 4Asian Metal Copyright