25/10/2021
Alumina prices up, but have they finally peaked? China’s energy market continues to play havoc with market sentiment, a long-overdue capesize price drop 16 – 22 October 2021 Highlights With China’s central government seeking to control coal prices within a “reasonable range”, markets in China are starting to show signs…18/10/2021
Bauxite spot market calls for defibrillator as freight rates remain in the stratosphere. China’s domestic bauxite market finally responds to tight supply 1 – 15 October 2021 Highlights Global energy shortages continue to create strong tailwinds for aluminium prices to stay higher for longer. Metal prices in China…05/10/2021
Freight hikes kill bauxite spot market, energy controls push coal and caustic higher and candle sales skyrocket in Northeast China 25 September – 1 October 2021 Highlights Strict energy control policies and an edict to build fuel stockpiles “at any cost” heading into the winter has caused coal prices in…27/09/2021
Freight rebounds, alumina prices up again, Chinese caustic prices skyrocket 18 – 24 September 2021 Highlights Unrelenting pressure on energy control from Chinese authorities resulted in another week of market jitters, with prices jumping on the prospect of tightening supplies of energy intensive materials. This included caustic soda, which saw…20/09/2021
Alumina Prices Surge, China’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…
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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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