18/01/2023
Bauxite market pauses for CNY while prices drift lower, Alufer resumes operations in Guinea 11 January 2022 – 17 January 2023 Highlights CM’s Standard Guinea LT bauxite (GBIX) reference price drifted 1.4% (US$1.0/dmt) lower to US$68.0/dmt (CIF Shandong) during a lacklustre week, as high absenteeism rates across Chinese…11/01/2023
Bauxite prices lower, record imports volumes from Guinea 04 January 2022 – 10 January 2023 Highlights Indonesian bauxite prices CIF China drifted lower again last week, down US$1.0/dmt (1.4% w-o-w) to US$69.0/dmt, as importers shift their focus to Guinea. Indonesian export volumes remain low for the moment, averaging…04/01/2023
Bauxite prices drift lower, COVID-19 affecting some China operations 21 December 2022 – 03 January 2023 Highlights Despite confirmation of the reintroduction of Indonesia’s export ban in June 2023, Indonesian prices drifted US$1.5/dmt lower to US$70.0/dmt. This comes as inland refineries seek to switch from imported ore during…21/12/2022
Bauxite imports pour into China as Indonesia confirms export ban will restart in June 2023, prices remain solid 14 December – 20 December 2022 Highlights Demand for imported bauxite remains strong in China, as local supply constraints force inland refineries to scramble for more imports. CM’s Standard Guinea…14/12/2022
Bauxite prices remain firm on Indonesian supply disruptions, alumina prices up, COVID runs rampant 07 December – 13 December 2022 Highlights Wet weather continues to disrupt Indonesian bauxite supply, with only one capesize vessel departure last week, down from the usual two or three. With some Indonesian orders…07/12/2022
Bauxite prices hold, alumina prices up, Guinea to finally get a new refinery? 30 November – 06 December 2022 Highlights Demand for imported bauxite into China remained strong last week, with buyers actively seeking additional cargos in a tight market. Prices remain buoyant, despite refiners continuing to face…30/11/2022
Bauxite prices strong, alumina prices edge higher 23 November – 29 November 2022 Highlights Despite persistently low alumina prices, demand for imported bauxite remains strong in China, which is supporting bauxite prices at their current elevated levels. Last week, prices again held firm, with Standard Guinea LT bauxite…23/11/2022
Record bauxite imports (again), alumina prices down (again) 16 November – 22 November 2022 Highlights China’s October bauxite imports jumped 9.1% m-o-m to 9.0 Mt, bringing total Jan-Oct imports to a record 104 Mt, up 14% y-o-y from 2021’s Jan-Oct total of 91Mt. China is now on track…16/11/2022
Prices finally fall, freight firms, alumina prices stabilise 09 November – 15 November 2022 Highlights Having endured months of sustained economic pressure, Chinese refineries have finally managed to secure a small drop in import prices, with the Standard Guinea LT price (GBIX) down 1.4% (US$1.0/dmt) to US$69.0/dmt CIF…09/11/2022
Import prices hold, Indonesian export quotas fill, Guinea supply chains stretched 02 November – 08 November 2022 Highlights Imported bauxite prices have proven resilient over the past few weeks, although price headwinds may be on the horizon, as alumina prices in China continue to fall, domestic refining capacity…
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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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