Monthly Aluminum Market Report Sep 2025
2025-10-14 17:03:38 【Print】
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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 Jingxi bauxite exploration shows strong potential 4
2.2 Kyrgyzstan bans scrap exports for another six months 4
2.3 Federal Reserve announces interest rate cut 4
2.4 Trade unions of some mining companies in Guinea submit strike notices 4
3 Market Movements 4
3.1 Chinese Market 4
3.1.1 Chinese origin bauxite prices stable 4
3.1.2 Chinese origin alumina prices drop dramatically 4
3.1.3 Prices of Chinese aluminum fluoride rebound 5
3.1.4 Aluminum hydroxide prices slide 5
3.1.5 Fluorspar prices mark up 5
3.1.6 Liquid caustic soda prices up 5
3.1.7 Demand for aluminum ingot 99.7%min improves 5
3.1.8 Demand for Chinese aluminum alloy ingot ADC12 improves 6
3.1.9 Demand for Chinese aluminum alloy ingot A356.2 improves slightly 6
3.1.10 Chinese aluminum scrap market continues to see tight supply 6
3.1.11 TCs for Chinese aluminum bar 6063 rise 7
3.2 International Market 7
3.2.1 Prices of Guinean bauxite stable 7
3.2.2 Export prices of Australian alumina slip 7
3.2.3 Chinese aluminum fluoride export prices rebound 8
3.2.4 Average prices of imported cast aluminum alloy ingot increase 8
3.2.5 Export prices of Chinese aluminum alloy ingot ADC12 rise 8
3.2.6 Prices for Chinese imported Zorba aluminum scrap move up 8
4. Company News 8
4.1 EGA completes alumina expansion 8
4.2 Zibo Nanhan Chemical to reduce aluminum fluoride production 8
4.3 Longzhou Xinxiang Ecology Aluminum recovers alumina operation 8
4.4 Shandong Zhaohe New Material to decrease aluminum fluoride output 9
4.5 Guizhou Qiya Aluminum hikes alumina production 9
4.6 Guinea's License Review Stalls Niagara Bauxite Project 9
4.7 CBG hikes bauxite output 9
4.8 Metro Mining boosts bauxite shipments 9
4.9 PT Laman Mining boosts bauxite production 9
4.10 Xinxiang Ecology Aluminum to reduce alumina output 9
4.11 Moronou Mineral raises bauxite production 9
4.12 Adaro Minerals subsidiary aims to launch aluminium smelter operations by December 2025 9
4.13 Guangyuan North breaks ground on 20ktpa aluminum rod project 9
4.14 Zhenghao Huasheng Aluminum to boost aluminum ingot output 9
4.15 Russia Silumin Company enhances aluminum alloy output 9
4.16 Shanxi Tianshuo New Materials raises aluminum bar production 10
4.17 Yinhai Aluminum to complete resumption of primary aluminum production 10
4.18 Kunshan Chaoqun Nonferrous Metals resumes aluminum alloy operation 10
4.19 Xinxin Metal resumes production of secondary aluminum alloy ingot 10
4.20 Shuozhou Energy Aluminum-Silicon Alloy sees decline in primary aluminum output 10
4.21 Dongguan Qingniao Metal Materials to cut aluminum alloy production 10
4.22 Yuandong Aluminum hikes aluminum rod production 10
Inner Mongolia Yuandong Aluminum Co., Ltd., one of the major aluminum rod producers in North China, with a new client added in September, increased production to meet clients' demand, anticipating an output of about 4,000t this month, higher than nearly 3,000t in August. They run two smelting furnaces currently. With a production capacity of 72,000tpy, the producer produced almost 30,500t in the first eight months of 2025. 10
4.23 Guizhou Zhenghe Light Alloy Technology increases aluminum bar production 10
4.24 Xinyongfa Aluminum resumes secondary aluminum alloy ingot production 10
4.25 Guangyin Aluminum upgrades aluminum bar production equipment 10
5 Producers Statistics 11
5.1 Chinese alumina producers' operating rate up by 1.15% YOY in Sep 11
5.2 China's alumina output up by 10.19% YOY in Sep 11
5.3 Chinese aluminum fluoride producers' operating rate up by 11.44% YOY in Sep 11
5.4 China's aluminum fluoride output up by 22.49% YOY in Sep 11
5.5 China's aluminum fluoride inventory up by 84.06% MOM in late Sep 12
5.6 Guinean bauxite producers' operating rate down by 8.94% YOY in Sep 12
5.7 Guinean bauxite producers' output up by 10.25% YOY in Sep 12
5.8 Chinese primary aluminum producers' operating rate records 87.64% in Sep 12
5.9 China's primary aluminum output up by about 1.85% MOM in Sep 13
5.10 China's primary aluminum inventory up by 3.05% MOM in late Sep 13
5.11 Chinese secondary aluminum alloy producers' operating rate records 47.97% in Sep 13
5.12 China's secondary aluminum alloy output up by about 3.46% MOM in Sep 13
5.13 China's secondary aluminum alloy inventory down by 10.90% MOM in late Sep 14
5.14 Chinese aluminum bar producers' operating rate records 48.56% in Sep 14
5.15 China's aluminum bar output up by 2.64% MOM in Sep 14
5.16 China's aluminum bar inventory up by about 10.94% MOM in late Sep 15
6 Consumers Statistics 15
6.1 China's consumption of imported bauxite up by 6.63% YOY in Sep 15
6.2 China's inventory of imported bauxite up by 9.59% YOY in late Sep 15
6.3 China's consumption of domestic bauxite up by 12.13% YOY in Sep 16
6.4 China's inventory of domestic bauxite up by 1.15% MOM in late Sep 16
7. Customs Statistics 16
7.1 China's bauxite import volume up by 17.65%% YOY in Aug 16
7.2 China's anhydrous aluminum fluoride export volume soars down by 19.95% MOM in Aug 17
7.3 China's low-density aluminum fluoride export volume up by 30.27% MOM in Aug 17
7.4 China's unwrought aluminum(Al＜99.95%) import volume up by 33.10% YoY in Aug 2025 17
7.5 China's unwrought aluminum alloy import volume declined by 15.94% YOY in Aug 2025 18
7.6 China's unwrought aluminum alloy export volume grew by 28.29% YoY in Aug 2025 19
7.7 China's aluminum scrap import volume up by 25.21% YoY in Aug 2025 20
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 Jingxi bauxite exploration shows strong potential 4
2.2 Kyrgyzstan bans scrap exports for another six months 4
2.3 Federal Reserve announces interest rate cut 4
2.4 Trade unions of some mining companies in Guinea submit strike notices 4
3 Market Movements 4
3.1 Chinese Market 4
3.1.1 Chinese origin bauxite prices stable 4
3.1.2 Chinese origin alumina prices drop dramatically 4
3.1.3 Prices of Chinese aluminum fluoride rebound 5
3.1.4 Aluminum hydroxide prices slide 5
3.1.5 Fluorspar prices mark up 5
3.1.6 Liquid caustic soda prices up 5
3.1.7 Demand for aluminum ingot 99.7%min improves 5
3.1.8 Demand for Chinese aluminum alloy ingot ADC12 improves 6
3.1.9 Demand for Chinese aluminum alloy ingot A356.2 improves slightly 6
3.1.10 Chinese aluminum scrap market continues to see tight supply 6
3.1.11 TCs for Chinese aluminum bar 6063 rise 7
3.2 International Market 7
3.2.1 Prices of Guinean bauxite stable 7
3.2.2 Export prices of Australian alumina slip 7
3.2.3 Chinese aluminum fluoride export prices rebound 8
3.2.4 Average prices of imported cast aluminum alloy ingot increase 8
3.2.5 Export prices of Chinese aluminum alloy ingot ADC12 rise 8
3.2.6 Prices for Chinese imported Zorba aluminum scrap move up 8
4. Company News 8
4.1 EGA completes alumina expansion 8
4.2 Zibo Nanhan Chemical to reduce aluminum fluoride production 8
4.3 Longzhou Xinxiang Ecology Aluminum recovers alumina operation 8
4.4 Shandong Zhaohe New Material to decrease aluminum fluoride output 9
4.5 Guizhou Qiya Aluminum hikes alumina production 9
4.6 Guinea's License Review Stalls Niagara Bauxite Project 9
4.7 CBG hikes bauxite output 9
4.8 Metro Mining boosts bauxite shipments 9
4.9 PT Laman Mining boosts bauxite production 9
4.10 Xinxiang Ecology Aluminum to reduce alumina output 9
4.11 Moronou Mineral raises bauxite production 9
4.12 Adaro Minerals subsidiary aims to launch aluminium smelter operations by December 2025 9
4.13 Guangyuan North breaks ground on 20ktpa aluminum rod project 9
4.14 Zhenghao Huasheng Aluminum to boost aluminum ingot output 9
4.15 Russia Silumin Company enhances aluminum alloy output 9
4.16 Shanxi Tianshuo New Materials raises aluminum bar production 10
4.17 Yinhai Aluminum to complete resumption of primary aluminum production 10
4.18 Kunshan Chaoqun Nonferrous Metals resumes aluminum alloy operation 10
4.19 Xinxin Metal resumes production of secondary aluminum alloy ingot 10
4.20 Shuozhou Energy Aluminum-Silicon Alloy sees decline in primary aluminum output 10
4.21 Dongguan Qingniao Metal Materials to cut aluminum alloy production 10
4.22 Yuandong Aluminum hikes aluminum rod production 10
Inner Mongolia Yuandong Aluminum Co., Ltd., one of the major aluminum rod producers in North China, with a new client added in September, increased production to meet clients' demand, anticipating an output of about 4,000t this month, higher than nearly 3,000t in August. They run two smelting furnaces currently. With a production capacity of 72,000tpy, the producer produced almost 30,500t in the first eight months of 2025. 10
4.23 Guizhou Zhenghe Light Alloy Technology increases aluminum bar production 10
4.24 Xinyongfa Aluminum resumes secondary aluminum alloy ingot production 10
4.25 Guangyin Aluminum upgrades aluminum bar production equipment 10
5 Producers Statistics 11
5.1 Chinese alumina producers' operating rate up by 1.15% YOY in Sep 11
5.2 China's alumina output up by 10.19% YOY in Sep 11
5.3 Chinese aluminum fluoride producers' operating rate up by 11.44% YOY in Sep 11
5.4 China's aluminum fluoride output up by 22.49% YOY in Sep 11
5.5 China's aluminum fluoride inventory up by 84.06% MOM in late Sep 12
5.6 Guinean bauxite producers' operating rate down by 8.94% YOY in Sep 12
5.7 Guinean bauxite producers' output up by 10.25% YOY in Sep 12
5.8 Chinese primary aluminum producers' operating rate records 87.64% in Sep 12
5.9 China's primary aluminum output up by about 1.85% MOM in Sep 13
5.10 China's primary aluminum inventory up by 3.05% MOM in late Sep 13
5.11 Chinese secondary aluminum alloy producers' operating rate records 47.97% in Sep 13
5.12 China's secondary aluminum alloy output up by about 3.46% MOM in Sep 13
5.13 China's secondary aluminum alloy inventory down by 10.90% MOM in late Sep 14
5.14 Chinese aluminum bar producers' operating rate records 48.56% in Sep 14
5.15 China's aluminum bar output up by 2.64% MOM in Sep 14
5.16 China's aluminum bar inventory up by about 10.94% MOM in late Sep 15
6 Consumers Statistics 15
6.1 China's consumption of imported bauxite up by 6.63% YOY in Sep 15
6.2 China's inventory of imported bauxite up by 9.59% YOY in late Sep 15
6.3 China's consumption of domestic bauxite up by 12.13% YOY in Sep 16
6.4 China's inventory of domestic bauxite up by 1.15% MOM in late Sep 16
7. Customs Statistics 16
7.1 China's bauxite import volume up by 17.65%% YOY in Aug 16
7.2 China's anhydrous aluminum fluoride export volume soars down by 19.95% MOM in Aug 17
7.3 China's low-density aluminum fluoride export volume up by 30.27% MOM in Aug 17
7.4 China's unwrought aluminum(Al＜99.95%) import volume up by 33.10% YoY in Aug 2025 17
7.5 China's unwrought aluminum alloy import volume declined by 15.94% YOY in Aug 2025 18
7.6 China's unwrought aluminum alloy export volume grew by 28.29% YoY in Aug 2025 19
7.7 China's aluminum scrap import volume up by 25.21% YoY in Aug 2025 20
