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…12/07/2021
Domestic ore supply to ease, alumina prices higher over temporary supply gap 3 – 9 July 2021 Highlights Although domestic bauxite supply continues to be tight, the completion of a comprehensive round of safety checks last week is likely to see bauxite mines in the key northern provinces of…05/07/2021
High freight rates persist, limiting spot bauxite deals, alumina production cuts have limited impact 26 June – 2 July 2021 Highlights Last week’s 100th anniversary celebration by the CPC saw several alumina refineries in Shanxi and Henan forced cut production due to strict safety and environmental inspections, causing a…28/06/2021
Squeeze on domestic bauxite supply forces prices higher, interest in imports returns 19 – 25 June 2021 Highlights China’s imported bauxite market began to show some signs of life last week, as domestic supply in the northern provinces of Henan and Shanxi tightened significantly, pushing prices higher and forcing…21/06/2021
Freight rates soar again, weighing on the already lacklustre import bauxite market 12 – 18 June 2021 Highlights After three weeks of trending lower, last week saw both capesize and panamax freight rates rebound sharply, up 27% and 12% respectively to US$30/wmt and US$20/wmt. A return to these high…15/06/2021
Chinese primary Al prices increase further, despite release of strategic reserves, alumina prices remain range-bound, bauxite market flat 5 – 11 June 2021 Highlights Last week’s announcement by China’s State Reserve Bureau that it will release 800-900kt of strategic reserves of primary Al into the market (in batches on…07/06/2021
Freight rates fall, refineries hold off from spot trades in anticipation of lower prices 29 May – 4 June 2021 Highlights After months of stagnation, domestic bauxite prices finally moved higher in Shanxi and Henan last week, increasing RMB20/t over concerns about supply tightness. A new round of environmental…31/05/2021
Freight rates kill the bauxite spot market, Chinese refineries facing the big squeeze and policy keeps smelters smiling 22 – 28 May 2021 Highlights The recent hike in freight rates has seen spot trades in bauxite almost completely dry up, especially for producers located in Guinea. Although freight rates…24/05/2021
Spot bauxite market virtually halted by soaring freight rates, primary Al prices down sharply on government intervention 15 – 21 May 2021 Highlights Imports of bauxite into China during April were 8.74 mln t, down 14% m-o-m, with all of the ‘big three’ countries registering m-o-m falls, Guinea –…17/05/2021
Bauxite prices stable, alumina prices creep higher, Indonesia’s government flags a(nother) change in policy direction 8 – 14 May 2021 Highlights Imported bauxite prices were steady over the week, with capesize freight rates out of Guinea taking a breather after jumping 37% over the past month. The same can’t be…
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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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