20/09/2021
Alumina Prices Surge, Chain’s Caustic Producers Feel the Heat, as Interest in Imported Bauxite is Rekindled 11 – 17 September 2021 Highlights China’s energy control polices continue to drive aluminium markets higher, with alumina prices surging 12.5% (RMB400/t) over the week to hit RMB3,590/t. Concerns over supply from China’s southern…13/09/2021
Guinea coup causes market jitters, despite the evidence 04 – 10 September 2021 Highlights Guinea’s apparent quick and bloodless coup d’etat on September 5th appears to have ignited global alumina prices, which would make sense, given China’s increasing dependence on Guinea for bauxite imports. Around 25-30% of China’s primary…06/09/2021
Apparent Coup d’etat in Guinea shines a spotlight on the global bauxite trade 28 August – 03 September 2021 Highlights Sunday’s apparent coup d’etat in Guinea saw Colonel Mamady Doumbouya, head of the county’s Special Forces, seize power from president Alpha Condé. While speculation remains around the loyalty of the…30/08/2021
Market jitters on alumina and aluminium supply cuts, domestic bauxite shortness has inland refiners eyeing imports, cape rates crack US$40/dmt from Guinea 21 – 27 August 2021 Highlights Alumina prices in northern China lifted as much as RMB65/t last week to RMB2,765/t incl. VAT on tight supply and rising input…23/08/2021
July bauxite imports at 9.2 Mt, further increases in bauxite, alumina and primary Al prices, cape rates nudging US$40/dmt from Guinea 14 – 20 August 2021 Highlights China imported 9.25 Mt of bauxite in July, down by 8.7% m-o-m, reflecting the discentive of higher freight rates. Total bauxite imports during…16/08/2021
High freight rates still constricting the bauxite market, primary Al prices top RMB20,000/t, high raw material prices and COVID-related transport disruptions push alumina prices higher (again). 6 – 13 August 2021 Highlights Power supply shortages in southern China continued to fester. In addition to the 1.1 MTPY capacity cuts…09/08/2021
High freight rates paralyse the spot market, as capesize rates break US$30/wmt, re-emergence of COVID-19 in China impacting inland transport 2 – 6 August 2021 Highlights With a total of 1.6 MTPY capacity currently suspended and no clear indication of when it might return, China’s primary Al prices have…02/08/2021
Alumina prices up again on recent production cuts, primary Al prices close in on RMB20,000/t as more curtailments announced 24 – 30 July 2021 Highlights Last Monday we estimated around 8 MTPY of refining capacity was unoperational in China; this included nearly 2 MTPY capacity temporarily closed due to the…26/07/2021
Bauxite import volumes recover, extreme weather affects China’s northern markets 17 – 23 July 2021 Highlights The high freight rate environment continues to suppress China’s spot bauxite market, with rates on the Guinea-Shandong route rebounding to US$27.0/wmt last week. Although some bauxite shipments are likely still to be…19/07/2021
Domestic ore supply eases further, China’s alumina industry a tale of two markets 10 – 16 July 2021 Highlights Although local bauxite supply restrictions eased in a few key counties in Henan last week, it wasn’t sufficient to shift prices, which remain stubbornly wedged between supply shortages and a…
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China’s Aluminium Value Chain Quarterly Update is an independent and detailed assessment of the key metrics of China’s bauxite, alumina and primary aluminium industries, as we see them, presented in the form of an easily digestible set of charts and tables, together with relevant commentary on significant events, emerging trends and other key themes arising from our analysis.
For over a decade, we have been continually conducting in-depth studies of these industries in China, among which field studies are a cornerstone of our work. Over that time, we have drawn on, and continue to draw on, a diverse range of sources to gather primary data, on which our analyses and forecasts are based.
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