19/04/2021
Environmental audits force more mines to close, alumina spot trades see some light, Al futures prices at ten-year highs, cape rates strengthen… it’s all happening! 10-16 April 2021 Highlights China’s recent round of environmental audits continues to force more closures at bauxite mines, mainly due to dust pollution and…12/04/2021
Environmental pressure mounts on China’s bauxite miners, as ore supply tightens 02 – 09 April 2021 Highlights The second week of April has seen the Chinese government launch a new round of environmental audits across eight provinces, including the big bauxite mining provinces of Shanxi, Henan and Guangxi, sending environmental…06/04/2021
Bauxite prices showing signs of life, alumina prices stagnant and directionless… 27 March – 01 April 2021 Highlights Imported bauxite prices remained stable over the week, with bulk freight rates for some vessel classes coming off recent highs, although not sufficiently to shift prices. Some Indonesian bauxite exporters have lowered…29/03/2021
Have Guinea bauxite prices bottomed? More alumina capacity to come despite depressed prices, supramax freight rates continue to increase 20 – 26 March 2021 Highlights Despite the recent surge in supramax freight rates, which have all but stopped shipments from Indonesia to China, imported bauxite supply in China remains…22/03/2021
China maintains high import volumes in January and February, higher freight rates ramping up pressure on prices 13 – 19 March 2021 Highlights China customs data indicate that China imported 8.4 Mt of bauxite during January, and 8.7 Mt during February, totalling 17.1 Mt and sourced from Guinea –…15/03/2021
Surging freight rates push imported bauxite offers higher, depressed alumina prices create a conundrum for refiners, smelters enjoy their moment in the sun 6 – 12 March 2021 Highlights Persistently high imported bauxite volumes out of Guinea continue to feed into China’s LT bauxite oversupply situation, despite recent increases in…08/03/2021
Bauxite producers feeling the pain, alumina prices ease, primary aluminium prices at nine-year highs. 1 – 5 March 2021 Highlights Bauxite oversupply into the Chinese market continues to create major headwinds for prices, despite a significant lift in bulk freight rates for handymax and supramax class vessels, which is forcing…01/03/2021
Price gap widens, as primary Al prices break RMB 17k/t. Alumina and bauxite prices drift lower, despite big jump in small bulk carrier rates. 22 – 26 February 2021 Highlights China’s post-CNY primary aluminium market made a strong start to the Year of the Ox, with Changjiang spot prices charging…08/02/2021
More Guinean integrated supply heads for China, squeezing Chinese contestable bauxite import market 30 January – 5 February 2021 Highlights Reports of SPIC’s first Guinean bauxite cargo being loaded at Guinean port and Chalco’s Boffa mine exporting a second Newcastle-max class vessel are early indications that 2021 is likely to…01/02/2021
COVID lockdown and smelter stock builds together lift domestic alumina prices 23 – 29 January 2021 Highlights The enormous efforts by authorities to contain the recent COVID-19 outbreaks in northern China seem to have paid off, with the hotspot in Hebei reporting only one case over the past few days.
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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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