Aluminum market report June 2013
2013-07-19 13:41:17 【Print】
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Contents
Contents 2
Picture& Table Column 4
Aluminum market report June 2013 1
Abstract 1
1. Financial review 1
1.1 Domestic financial review 1
1.1.1 CPI up 2.1% PPI up 2.9% YOY in May 1
1.1.2 PMI of China’s manufacturing industry reduces to 50.1% in June, record-low in recent four months 2
1.2 International financial review 3
1.2.1 Futures prices of crude oil pushed up by multiple positive news 3
1.2.2 US dollar index bottoms out 4
1.2.3 Liquidity crisis hits weak nonferrous metals market 5
2 Company news 5
2.1 International company news 5
2.2 Chinese domestic company news 6
3 Chinese domestic market review 7
3.1 Aluminum ingot market 7
3.1.1 Aluminum ingot price down to low levels again 7
3.1.2 Aluminum ingot market cools down 8
3.2 Alumina market 8
3.2.1 Chinese alumina price remains low due to slack aluminum market 8
3.3 Aluminum alloy 9
3.3.1 Secondary aluminum alloy price lingers in limited range 9
3.3.2 Orders for secondary aluminum alloy to shrink 10
3.4 Carbon anode 11
3.4.1 Carbon anode price remains at low level 11
3.4.2 Carbon cathode market stable 11
4 International market review 12
4.1 LME aluminum price down to record low 12
4.2 LME aluminum inventories surge 12
4.3 Aluminum alloy export price gets pressures from low LME aluminum price 13
4.4 Bauxite 13
4.4.1 Indonesian bauxite price hikes restricted 13
4.5 Australian alumina price hard to rebound due to dull market 14
4.6 Aluminum fluoride deals increases while price falls 15
5 Related industry development 15
5.1 Petroleum coke price stable 15
5.2 Aluminum fluoride market moves down 15
5.3 Aluminum hydroxide price changes little due to stable market 16
5.4 Price soft for domestic aluminum scraps while firm for foreign scraps 17
6 Production data 17
6.1 Primary aluminum 17
6.1.1 Chinese primary aluminum production decrease slightly in June 17
6.1.2 Newly-built capacities to be started still in large scale 18
6.2 Aluminum alloy 19
6.2.1 Operating rate of Chinese secondary aluminum alloy plants down to 56.90% in June 19
6.2.3 Chinese motors sales up by 9. 80% YOY in May 19
6.3 Alumina 20
6.3.1 Chinese alumina production down by 1.12% MOM in June 20
6.3.2 Statistics of alumina stocks in May 21
6.4 Aluminum fluoride 22
6.4.1 Chinese aluminum fluoride output down by 7.1 % in June MOM 22
6.4.2 Statistics of aluminum fluoride stocks in April 23
6.5 Carbon anode 24
6.5.1 Chinese commercial carbon anode output down by 3.6% in June MOM 24
6.5.2 Statistics of carbon anode stocks in May 25
7 Import & Export data analysis 26
7.1 Bauxite 26
7.1.1 Bauxite imports down by 8.7% M-o-M in China in May 26
7.2 Alumina 29
7.2.1 Chinese alumina import down by 37.5% MOM in May 29
7.2.2 Top 6 alumina importers in May 29
7.3 Aluminum alloy 30
7.3.1 Chinese aluminum alloy export down by 33. 39% YOY in May 30
7.3.2 Chinese top ten aluminum alloy exporters in May 2013 31
7.4 Aluminum scrap 31
7.4.1 Chinese aluminum scraps import down by 16.65% YOY in May 31
7.4.2 Chinese top ten aluminum scrap importers in May 2013 32
7.5 Chinese aluminum semi-products exports up by 10.9% YOY in May 33
7.6 Aluminum fluoride 34
7.6.1 Chinese May aluminum fluoride export up by 15.3% MOM 34
7.7 Chinese carbon anode export volume down by 11.25% MOM in May 35
8 Outlook for November 36
8.1 Aluminum ingot price may drop after rebound 36
8.2 Range for alumina price to rebound limited due to slack market 36
8.3 Carbon anode price remains low 36
8.4 Aluminum fluoride price stable 36
Picture& Table Column
Picture 1 China’s CPI and PPI trend in 2011-2013 2
Picture 2 China’s PMI in 2011-2013 3
Picture 3 Major contracts prices of future crude oil in the US in May 4
Picture 4 US dollar index trend 4
Picture 5 Aluminum Ingot price in Chinese market (RMB/t) 8
Picture 6 Chinese origin alumina price movement Jan-Jun, 2013 (RMB/t) 9
Picture 7 Chinese ADC12 aluminum alloy price movement in Apr 10
Picture 8 Chinese A356 aluminum alloy price movement in Apr 10
Picture 9 LME aluminum cash price chart (USD/t) 12
Picture 10 LME aluminum inventories (tons) 13
Picture 11 Australian origin alumina price movement Jan-Jun, 2013 (USD/t) 14
Picture 12 Australian origin alumina CIF China price movement Jan-Jun, 2013 (USD/t) 14
Picture 13 Aluminum fluoride FOB price movement Jan-Jun (USD/t) 15
Picture 14 Aluminum fluoride price movement in 2013 (RMB/t) 16
Picture 15 Aluminum hydroxide price movement Jul, 2012-Jun, 2013 (RMB/t) 17
Picture 16 Chinese motors sales in 2012 and 2013 (Unit: 10,000) 20
Picture 17 China’s alumina production in 2013 (10,000t) 21
Picture 18 Alumina consumption by region in May, 2013 (10,000t) 22
Picture 19 Aluminum fluoride output Jan- Jun 23
Picture 20 Aluminum fluoride consumption by region in May 24
Picture 21 Chinese carbon anode output Jan-Jun 25
Picture 22 Carbon anode consumption by region in May 25
Picture 23 Chinese bauxite import 26
Picture 24 Chinese bauxite import by origins Jan-May 27
Picture 25 Chinese bauxite import prices by origins 27
Picture 26 Chinese alumina import Jan-May, 2013 (10,000t) 29
Picture 27 Chinese aluminum alloy export in 2012 and 2013 30
Picture 28 Chinese aluminum scraps import in 2012 and 2013 32
Picture 29 Chinese aluminum semi-products exports 33
Picture 30 Chinese aluminum fluoride export Jan-May 35
Picture 31 Carbon anode export price in May 35
Table 1 Chinese Carbon anode price by region on 28 Jun 11
Table 2 Output of primary aluminum in Chinese major producing areas in June (Unit: 10,000t) 18
Table 3 Operating rate of Chinese main secondary aluminum alloy plants in June 19
Table 4 Chinese bauxite import in May 27
Table 5 Chinese bauxite importers in May 28
Table 6 Top 6 Chinese alumina import companies in May 2013 29
Table 7 Chinese top ten aluminum alloy exporters in May, 2013 31
Table 8 Chinese top ten aluminum scrap importers in May, 2013 32
Table 9 Main carbon anode exporters in May 35
