Monthly Aluminum Market Report Oct 2025
2025-11-14 09:06:14 【Print】
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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 Guinea bauxite exports jump 23% in Q3 despite rains, regulatory pressure 4
2.2 Argentina suspends export taxes on aluminum and steel to boost exports 4
2.3 Canada to exempt some steel and aluminum from the US and China from tariffs 4
2.4 Mali revokes over 90 mining exploration permits 4
2.5 EAEU extends anti-dumping duties on Chinese aluminum strip until 2026 4
3 Market Movements 5
3.1 Chinese Market 5
3.1.1 Chinese origin bauxite prices rise 5
3.1.2 Chinese origin alumina prices drop continuously 5
3.1.3 Prices of Chinese aluminum fluoride increase 5
3.1.4 Aluminum hydroxide prices slide 5
3.1.5 Fluorspar prices mark up 5
3.1.6 Liquid caustic soda prices down 5
3.1.7 Prices for aluminum ingot 99.7%min improve continuously 6
3.1.8 Prices for Chinese aluminum alloy ingot ADC12 increase 6
3.1.9 Demand for Chinese aluminum alloy ingot A356.2 improves 6
3.1.10 Chinese aluminum scrap market sees strong demand 6
3.1.11 TCs for Chinese aluminum bar 6063 decline 7
3.2 International Market 7
3.2.1 Prices of Guinean bauxite decrease 7
3.2.2 Export prices of Australian alumina slip 8
3.2.3 Chinese aluminum fluoride export prices increase 8
3.2.4 Prices of imported cast aluminum alloy ingot improve 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 Australia's Metro Mining slips on lowering 2025 output forecast 8
4.2 AGL Mining decreases bauxite production 8
4.3 Vinacomin decreases alumina production 9
4.4 CGRE Legend Farm Snd Bhd to start bauxite operation 9
4.5 Xinjiang Kexin Chemical reduces aluminum fluoride output 9
4.6 Shanxi Aokaida Chemical to reduce alumina production 9
4.7 AA Sawit suspends bauxite operation 9
4.8 Century Aluminum subsidiary temporarily halts production at Iceland Smelter 9
4.9 Shandong Zhaohe New Material to reduce aluminum fluoride production 9
4.10 Ghana Bauxite Company (GBC) increases bauxite output 9
4.11 Xinjiang Kailong New Materials begins aluminum bar production 9
4.12 Shuozhou Energy Aluminum-Silicon Alloy to increase primary aluminum output 9
4.13 Henan Yinhai Jiahao Aluminum Alloy recovers aluminum bar operation 9
4.14 Sichuan Xinhexin Aluminum Industry cuts aluminum bar production 10
4.15 Ningxia Guangyin Aluminum Industry increases aluminum bar production 10
4.16 Jiangxi Xinyue New Materials Group suspends aluminum bar operation 10
4.17 Anhui Xiongchuang Aluminum Alloy New Materials to halt aluminum alloy production 10
4.18 Hongbang New Materials to raise aluminum alloy ingot output 10
4.19 Longyan Ruiqi Aluminum Industry ceases aluminum alloy production 10
4.20 Guangxi Guiming Aluminum Industry ceases aluminum bar operation 10
5 Producers Statistics 10
5.1 Chinese alumina producers' operating rate up by 0.8% MOM in Oct 10
5.2 China's alumina output up by 9.28% YOY in Oct 10
5.3 Chinese aluminum fluoride producers' operating rate down by 3.67% MOM in Oct 11
5.4 China's aluminum fluoride output up by 12.52% YOY in Oct 11
5.5 China's aluminum fluoride inventory up by 83.56% YOY in late Oct 11
5.6 Guinean bauxite producers' operating rate up by 17.66% MOM in Oct 12
5.7 Guinean bauxite producers' output up by 18.62% MOM in Oct 12
5.8 Chinese primary aluminum producers' operating rate records 87.07% in Oct 12
5.9 China's primary aluminum output down by about 0.61% MOM in Oct 12
5.10 China's primary aluminum inventory down by 29.2% MOM in late Oct 12
5.11 Chinese secondary aluminum alloy producers' operating rate records 47.39% in Oct 13
5.12 China's secondary aluminum alloy output down by about 2.81% MOM in Oct 13
5.13 China's secondary aluminum alloy inventory up by about 12.67% MOM in late Oct 13
5.14 Chinese aluminum bar producers' operating rate records 49.66% in Oct 14
5.15 China's aluminum bar output up by 2.54% MOM in Oct 14
5.16 China's aluminum bar inventory up by about 8.74% MOM in late Oct 14
6 Consumers Statistics 15
6.1 China's consumption of imported bauxite up by 20.17% YOY in Oct 15
6.2 China's inventory of imported bauxite up by 13.49% YOY in late Oct 15
6.3 China's consumption of domestic bauxite down by 7.87% MOM in Oct 15
6.4 China's inventory of domestic bauxite down by 4.78% MOM in late Oct 16
7. Customs Statistics 16
7.1 China's bauxite import volume down by 13.17% MOM in Sep 16
7.2 China's anhydrous aluminum fluoride export volume soars by 67.84% MOM in Sep 16
7.3 China's low-density aluminum fluoride export volume down by 46.99% MOM in Sep 17
7.4 China's unwrought aluminum(Al＜99.95%) import volume grew 80.13% YoY in Sep 2025 17
7.5 China's unwrought aluminum alloy import volume rose 15.70% MoM in Sep 2025 18
7.6 China's unwrought aluminum alloy export volume fell 19.16% MoM in Sep 2025 18
7.7 China's aluminum scrap import volume rose 17.69% YoY in Sep 2025 19
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 Guinea bauxite exports jump 23% in Q3 despite rains, regulatory pressure 4
2.2 Argentina suspends export taxes on aluminum and steel to boost exports 4
2.3 Canada to exempt some steel and aluminum from the US and China from tariffs 4
2.4 Mali revokes over 90 mining exploration permits 4
2.5 EAEU extends anti-dumping duties on Chinese aluminum strip until 2026 4
3 Market Movements 5
3.1 Chinese Market 5
3.1.1 Chinese origin bauxite prices rise 5
3.1.2 Chinese origin alumina prices drop continuously 5
3.1.3 Prices of Chinese aluminum fluoride increase 5
3.1.4 Aluminum hydroxide prices slide 5
3.1.5 Fluorspar prices mark up 5
3.1.6 Liquid caustic soda prices down 5
3.1.7 Prices for aluminum ingot 99.7%min improve continuously 6
3.1.8 Prices for Chinese aluminum alloy ingot ADC12 increase 6
3.1.9 Demand for Chinese aluminum alloy ingot A356.2 improves 6
3.1.10 Chinese aluminum scrap market sees strong demand 6
3.1.11 TCs for Chinese aluminum bar 6063 decline 7
3.2 International Market 7
3.2.1 Prices of Guinean bauxite decrease 7
3.2.2 Export prices of Australian alumina slip 8
3.2.3 Chinese aluminum fluoride export prices increase 8
3.2.4 Prices of imported cast aluminum alloy ingot improve 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 Australia's Metro Mining slips on lowering 2025 output forecast 8
4.2 AGL Mining decreases bauxite production 8
4.3 Vinacomin decreases alumina production 9
4.4 CGRE Legend Farm Snd Bhd to start bauxite operation 9
4.5 Xinjiang Kexin Chemical reduces aluminum fluoride output 9
4.6 Shanxi Aokaida Chemical to reduce alumina production 9
4.7 AA Sawit suspends bauxite operation 9
4.8 Century Aluminum subsidiary temporarily halts production at Iceland Smelter 9
4.9 Shandong Zhaohe New Material to reduce aluminum fluoride production 9
4.10 Ghana Bauxite Company (GBC) increases bauxite output 9
4.11 Xinjiang Kailong New Materials begins aluminum bar production 9
4.12 Shuozhou Energy Aluminum-Silicon Alloy to increase primary aluminum output 9
4.13 Henan Yinhai Jiahao Aluminum Alloy recovers aluminum bar operation 9
4.14 Sichuan Xinhexin Aluminum Industry cuts aluminum bar production 10
4.15 Ningxia Guangyin Aluminum Industry increases aluminum bar production 10
4.16 Jiangxi Xinyue New Materials Group suspends aluminum bar operation 10
4.17 Anhui Xiongchuang Aluminum Alloy New Materials to halt aluminum alloy production 10
4.18 Hongbang New Materials to raise aluminum alloy ingot output 10
4.19 Longyan Ruiqi Aluminum Industry ceases aluminum alloy production 10
4.20 Guangxi Guiming Aluminum Industry ceases aluminum bar operation 10
5 Producers Statistics 10
5.1 Chinese alumina producers' operating rate up by 0.8% MOM in Oct 10
5.2 China's alumina output up by 9.28% YOY in Oct 10
5.3 Chinese aluminum fluoride producers' operating rate down by 3.67% MOM in Oct 11
5.4 China's aluminum fluoride output up by 12.52% YOY in Oct 11
5.5 China's aluminum fluoride inventory up by 83.56% YOY in late Oct 11
5.6 Guinean bauxite producers' operating rate up by 17.66% MOM in Oct 12
5.7 Guinean bauxite producers' output up by 18.62% MOM in Oct 12
5.8 Chinese primary aluminum producers' operating rate records 87.07% in Oct 12
5.9 China's primary aluminum output down by about 0.61% MOM in Oct 12
5.10 China's primary aluminum inventory down by 29.2% MOM in late Oct 12
5.11 Chinese secondary aluminum alloy producers' operating rate records 47.39% in Oct 13
5.12 China's secondary aluminum alloy output down by about 2.81% MOM in Oct 13
5.13 China's secondary aluminum alloy inventory up by about 12.67% MOM in late Oct 13
5.14 Chinese aluminum bar producers' operating rate records 49.66% in Oct 14
5.15 China's aluminum bar output up by 2.54% MOM in Oct 14
5.16 China's aluminum bar inventory up by about 8.74% MOM in late Oct 14
6 Consumers Statistics 15
6.1 China's consumption of imported bauxite up by 20.17% YOY in Oct 15
6.2 China's inventory of imported bauxite up by 13.49% YOY in late Oct 15
6.3 China's consumption of domestic bauxite down by 7.87% MOM in Oct 15
6.4 China's inventory of domestic bauxite down by 4.78% MOM in late Oct 16
7. Customs Statistics 16
7.1 China's bauxite import volume down by 13.17% MOM in Sep 16
7.2 China's anhydrous aluminum fluoride export volume soars by 67.84% MOM in Sep 16
7.3 China's low-density aluminum fluoride export volume down by 46.99% MOM in Sep 17
7.4 China's unwrought aluminum(Al＜99.95%) import volume grew 80.13% YoY in Sep 2025 17
7.5 China's unwrought aluminum alloy import volume rose 15.70% MoM in Sep 2025 18
7.6 China's unwrought aluminum alloy export volume fell 19.16% MoM in Sep 2025 18
7.7 China's aluminum scrap import volume rose 17.69% YoY in Sep 2025 19
