Review and Prospect of global alumina production in 2020

新闻

Kev tshuaj xyuas thiab Kev Pom Zoo ntawm lub ntiaj teb alumina ntau lawm hauv 2020

基本信息:

2020年氧化铝市场呈现价格受控的趋势,氧化铝的生产和消费保持了相当的平衡。2021年前几个月,由于铝冶炼厂采购兴趣降低,氧化铝价格呈现大幅下跌趋势,但随后随行情反弹回升。

2020年1-10月,全球氧化铝产量11046.6万吨,比去年同期的10986.6万吨微增0.55%。冶金级氧化铝产量10406.8万吨。

Hauv thawj 10 lub hlis, Tuam Tshoj cov alumina ntau lawm tau poob 2.78% xyoo-rau-xyoo rau 50.032 lab tons.Nrog rau kev zam ntawm Tuam Tshoj, kev tsim khoom tau nce hauv Africa thiab Asia (tsis suav nrog Tuam Tshoj), Eastern thiab Central Europe thiab South America.Nyob rau hauv teb chaws Africa thiab Asia (tshwj tsis yog Tuam Tshoj), cov zis ntawm alumina yog 10.251 lab tons, nce 19.63% tshaj 8.569 lab tons hauv tib lub sijhawm xyoo tas los.Cov zis ntawm sab hnub tuaj thiab nruab nrab ntawm Tebchaws Europe yog 3.779 lab tons, nce 2.91% tshaj xyoo tas los 3.672 lab tons;Cov zis ntawm South America yog 9.664 lab tons, 10.62% siab dua 8.736 lab tons xyoo tas los.Oceania yog tus thib ob loj tshaj plaws alumina tsim tom qab Tuam Tshoj.Txij lub Ib Hlis mus txog Lub Kaum Hli 2020, cov khoom tsim tawm ntawm alumina hauv cheeb tsam no yog 17.516 lab tons, piv nrog 16.97 lab tons xyoo tas los.

供求关系:

Alcoa tsim 3.435 lab tons ntawm alumina nyob rau hauv peb lub hlis twg ntawm 2020 (raws li lub Cuaj Hli 30), nce 1.9% tshaj 3.371 lab tons hauv tib lub sijhawm xyoo tas los.Kev xa khoom thib peb hauv lub quarter thib peb kuj tau nce mus rau 2.549 lab tons los ntawm 2.415 lab tons hauv lub quarter thib ob.Lub tuam txhab cia siab tias vim yog kev txhim kho ntawm qib ntau lawm, nws cov khoom xa tuaj ntawm alumina nyob rau xyoo 2020 yuav nce los ntawm 200000 tons rau 13.8 - 13.9 lab tons.

Thaum Lub Xya Hli 2020, UAE thoob ntiaj teb txhuas tau ua tiav lub peev xwm ntawm 2 lab tons ntawm alumina hauv 14 lub hlis tom qab nws cov al taweelah alumina refinery tau muab tso rau hauv kev ua haujlwm.Lub peev xwm no txaus kom ua tau raws li 40% ntawm EGA qhov kev thov alumina thiab hloov qee cov khoom lag luam.

海德鲁在其第三季度业绩报告中表示,其铝矾土精炼厂正在将产量提高到规定的产能。8 月 18 日,Hydro 停止了从 Paragominas 到 Alunorte 的铝土矿运输管道的运营,以提前修复,更换部分管道,暂时停止 Paragominas 的生产,并将 Alunorte 的产量减少到总产能的 50%。10月8日,paragominas复产,alunorte开始增产630万吨铭牌产能。

Rio Tinto cov alumina ntau lawm yuav tsum nce los ntawm 7.7 lab tons hauv 2019 txog 7.8 rau 8.2 lab tons hauv 2020. Lub tuam txhab tau nqis peev US $ 51 lab los txhim kho cov cuab yeej ntawm nws Vaudreuil alumina refinery hauv Quebec, Canada.Nws tau tshaj tawm tias peb lub tsev tshiab txuag hluav taws xob tau tsim kho.

另一方面,印度安得拉邦政府允许安拉克铝业有限公司委托其位于维沙卡帕特南马卡瓦拉帕莱姆的拉查帕利氧化铝精炼厂。

Joyce Li, tus kws tshuaj ntsuam xyuas laus ntawm SMM, tau tawm tswv yim tias los ntawm 2020, tej zaum yuav muaj qhov sib txawv ntawm 361000 tons hauv Tuam Tshoj lub lag luam alumina, thiab qhov nruab nrab txhua xyoo kev ua haujlwm ntawm txhuas oxide cog yog 78.03%.Raws li lub Kaum Ob Hlis Ntuj, 68.65 lab tons ntawm alumina muaj peev xwm tau ua haujlwm ntawm cov peev txheej uas twb muaj lawm ntawm 88.4 lab tons hauv ib xyoos.

贸易聚焦:

Raws li cov ntaub ntawv tshaj tawm los ntawm Brazilian Ministry ntawm kev lag luam thaum Lub Xya Hli, Brazil cov khoom xa tawm alumina tau nce rau lub Rau Hli, txawm hais tias qhov kev loj hlob qeeb qeeb piv nrog lub hli dhau los.Raws li lub Tsib Hlis 2020, Brazil cov khoom xa tawm alumina tau nce los ntawm tsawg kawg 30% ntawm lub hli.

Txij Lub Ib Hlis Ntuj txog Lub Kaum Hli 2020, Tuam Tshoj tau xa tawm 3.15 lab tons ntawm alumina, ib xyoos ib zaug nce ntawm 205.15%.Nws tau kwv yees tias thaum kawg ntawm 2020, Tuam Tshoj tus alumina ntshuam yuav tsum ruaj khov ntawm 3.93 lab tons.

短期前景:

Joyce Li, tus kws tshuaj ntsuam xyuas qib siab ntawm SMM, kwv yees tias 2021 yuav yog qhov siab tshaj plaws ntawm Tuam Tshoj lub peev xwm tsim khoom alumina, thaum kev xa khoom txawv teb chaws yuav hnyav zuj zus thiab lub siab yuav nce ntxiv.


Post lub sij hawm: Oct-12-2021