CBIX INDEX WRAP_01 MARCH 2021

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…
CBIX INDEX WRAP_08 FEBRUARY 2021

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…
CBIX INDEX WRAP_01 FEBRUARY 2021

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.
CBIX INDEX WRAP_25 JANUARY 2021

25/01/2021

Businesses prepare for upcoming CNY holiday, although COVID-19 outbreaks in northern China could cause major disruptions     16 – 22 January 2021 Highlights Despite enormous efforts to contain recent COVID-19 outbreaks in northern China, the coronavirus situation has shown little signs of reversal. Although the daily case count in Hebei…
CBIX INDEX WRAP_18 JANUARY 2021

18/01/2021

Guinean oversupply now entrenched, with another 32.5 MTPY export capacity to come onstream in 2021 9 – 15 January 2021 Highlights CM’s new Guinea bauxite report, released this month (Enquire here), has identified an additional 32.5 MTPY export capacity* to come on-stream in Guinea during calendar…
CBIX INDEX WRAP_11 JANUARY 2021

11/01/2021

Bauxite and alumina markets steady despite serious COVID-19 outbreak in China’s northern regions 1 – 8 January 2021 Highlights Hebei province in northern China has entered into a regional lockdown due to a recent outbreak of COVID-19, leading to restrictions and disruptions to major regional transport routes affecting alumina refineries…
CBIX INDEX WRAP_04 JANUARY 2021

04/01/2021

Further production cuts lift alumina prices, bauxite prices still in the doldrums 19 – 31 December 2020 Highlights On top of the recent winter heating cuts reported over the past few weeks, China’s final sprint to the finishline for meeting emissions reductions targets stated in the 13th Five-Year plan (2016-2020)…
CBIX INDEX WRAP_21 DECEMBER 2020

21/12/2020

Forced alumina production cuts lift alumina prices, bauxite prices still in the doldrums 12 – 18 December 2020 (Note: Due to the upcoming Christmas and New Year holiday period, there will be no CBIX weekly update next week. We will resume on 4th January 2021.) Highlights Strict enforcement of environmental…
CBIX INDEX WRAP_14 DECEMBER 2020

14/12/2020

China’s alumina refiners on tenterhooks, with several cities facing red alert pollution levels and forced closures  5 – 11 December 2020 Highlights Henan province in China issued escalated environmental alerts last week, placing several cities on red alert, the most severe pollution level. Under a red alert, production cuts or…
CBIX INDEX WRAP_07 DECEMBER 2020

07/12/2020

Guinean imports continue to take market share as prices ease further 28 November – 4 December 2020 Highlights Last week saw prices for Guinean bauxite continue their recent trend lower, down a further US$1/dmt to US$43/dmt, as the impact of Guinea’s wet season diminished and exports from new and…

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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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