21/09/2022
August imports at 10.7Mt, China’s alumina market woes worsen 14 September – 20 September 2022 Highlights China’s imported bauxite prices held firm last week, with CM’s GBIX (Guinea LT standard grade) reference price unchanged at US$70.0/dmt CIF China, despite inland refineries seeking to procure more domestic ore. With…14/09/2022
Buoyant import prices up again, power rationing overshadows China’s alumina market 07 – 13 September 2022 Highlights China’s imported bauxite market continues to strengthen, with the GBIX (Guinea LT standard grade) reference price up another US$1.0/dmt to US$70.0/dmt CIF China, as inland refineries continue to struggle with domestic…07/09/2022
Imported bauxite prices hold, COVID-19 outbreaks threaten China demand, mixed messages from Indonesia 31 August – 06 September 2022 Highlights China’s imported bauxite market remains strong, with prices holding their recent gains again last week. Rebounding bulk freight rates threaten to take some of the shine off the…31/08/2022
Australian bauxite prices play catchup, Guangxi encourages more imported bauxite refining capacity 24 August – 30 August 2022 Highlights Imported bauxite prices have held their recent gains, with Australian prices now moving higher as well, having trailed Guinean and Indonesian prices over the past few weeks. The Australia…24/08/2022
China’s bauxite imports up 18% y-o-y to 75.8 Mt, prices remain firm 17 August – 23 August 2022 Highlights China imported 10.6 Mt of bauxite in July, up 12.5% m-o-m, bringing the Jan-July total to 75.8 Mt (annualised 130Mt) and setting the country on-course for another record year,…17/08/2022
Margins up for bauxite exporters, as prices hold and freight rates fall 10 August – 16 August 2022 Highlights Imported bauxite prices again held their ground in China last week, despite alumina prices drifting lower by RMB24/t and freight rates falling further across all vessel classes. For Guinea,…10/08/2022
Bauxite prices hold recent gains as Indonesian supply tightens, caustic producers can’t even give away their chlorine 03 August – 09 August 2022 Highlights Strong demand for imported bauxite kept prices firm last week, despite capesize freight rates falling almost 15%. Standard grade Guinea LT ore (GBIX) prices…03/08/2022
Bauxite prices up, CM’s GBIX Index favoured as Guinea’s reference price 27 July – 02 August 2022 Highlights Strong demand for imports, the impact of the wet season in Guinea and the Indonesian government’s selective issuing of bauxite export quotas continue to create tailwinds for bauxite prices, which increased again…27/07/2022
More tailwinds for bauxite prices, as Guinea’s wet season hampers vessel loading 20 July – 26 July 2022 Highlights Strong demand for imported bauxite from Chinese refiners has combined with the abrupt arrival of Guinea’s wet season to lift import prices by a further US$1/dmt CIF China last week. This…20/07/2022
China June bauxite imports at 9.4Mt, prices holding, Simandou workers on forced leave 13 July – 19 July 2022 Highlights Bauxite imports into China in June were 9.4Mt, down 21.4% m-o-m, but still 18.2% higher y-t-d. Prices continue to hold recent gains on strong demand and a bullish…
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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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