Review and Prospect of global alumina production in 2020

新闻

ʻO ka loiloi a me ka manaʻo o ka hana alumina honua ma 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。

I nā mahina 10 mua, ua emi iho ka hana alumina o Kina e 2.78% i kēlā me kēia makahiki i 50.032 miliona tons.Me ka ʻokoʻa o Kina, ua hoʻonui ʻia ka hana ma ʻApelika a me ʻAsia (koe ʻole ʻo Kina), Hikina a me ʻEulopa a me ʻAmelika Hema.Ma ʻApelika a me ʻAsia (koe wale nō ʻo Kina), ʻo 10.251 miliona tons ka puka o ka alumina, kahi piʻi o 19.63% ma luna o 8.569 miliona tons i ka manawa like i ka makahiki i hala.ʻO ka puka o ka hikina a me ke kikowaena ʻEulopa he 3.779 miliona mau tons, he piʻi o 2.91% ma mua o 3.672 miliona mau tons;ʻO ka huahana o ʻAmelika Hema he 9.664 miliona tons, 10.62% kiʻekiʻe ma mua o 8.736 miliona tons i ka makahiki i hala.ʻO Oceania ka lua o ka mea hana alumina nui ma hope o Kina.Mai Ianuali a ʻOkakopa 2020, ʻo ka puka o ka alumina ma kēia wahi he 17.516 miliona tons, i hoʻohālikelike ʻia me 16.97 miliona tons i ka makahiki i hala.

供求关系:

Ua hana ʻo Alcoa i 3.435 miliona mau alumina i ke kolu o ka hapaha o 2020 (e like me Kepakemapa 30), kahi piʻi o 1.9% ma luna o 3.371 miliona mau tons i ka manawa like i ka makahiki i hala.Ua hoʻonui pū ʻia nā hoʻouna ʻaoʻao ʻekolu i ka hapaha ʻekolu i 2.549 miliona tons mai ka 2.415 miliona tons i ka hapaha ʻelua.Manaʻo ka ʻoihana ma muli o ka hoʻomaikaʻi ʻana o ka pae hana, e hoʻonui ʻia kāna mea hoʻouna alumina ma 2020 e 200000 tons i 13.8 - 13.9 miliona tons.

I Iulai 2020, ua loaʻa i ka UAE global alumina ka mana nameplate o 2 miliona tons alumina i loko o 14 mau mahina ma hope o ka hoʻokomo ʻia ʻana o kāna mea hoʻoheheʻe alumina al taweelah.Ua lawa kēia mana e hoʻokō i ka 40% o ke koi alumina a EGA a hoʻololi i kekahi mau huahana i lawe ʻia mai.

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。

Manaʻo ʻia e hoʻonui ʻia ka hana alumina a Rio Tinto mai 7.7 miliona tons ma 2019 a i 7.8 a i 8.2 miliona tons ma 2020. Ua hoʻolilo ka hui iā US $51 miliona no ka hoʻomaikaʻi ʻana i nā mea hana o kāna Vaudreuil alumina refinery ma Quebec, Kanada.Ua hōʻike ʻia aia ʻekolu mau hale hoʻopakele ikehu hou ke kūkulu ʻia nei.

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。

Ua haʻi ʻo Joyce Li, ka mea loiloi kiʻekiʻe o SMM, ma ka makahiki 2020, aia paha kahi ʻāpana lako o 361000 tons ma ka mākeke alumina Kina, a ʻo ka awelika o ka hana makahiki o ka mea kanu alumini oxide he 78.03%.I ka hoʻomaka ʻana o Dekemaba, 68.65 miliona tons o ka mana hana alumina i hana ʻia ma waena o ka mana hana o 88.4 miliona tons i kēlā me kēia makahiki.

贸易聚焦:

Wahi a ka ʻikepili i hoʻokuʻu ʻia e ka ʻoihana ʻoihana ʻo Brazil i Iulai, ua hoʻonui ʻia nā alumina o Brazil i Iune, ʻoiai ua lohi ka ulu ʻana i hoʻohālikelike ʻia me ka mahina i hala.Ma Mei 2020, ua hoʻonui ʻia nā alumina o Brazil ma kahi o 30% mahina ma ka mahina.

Mai Ianuali a ʻOkakopa 2020, lawe mai ʻo Kina i 3.15 miliona mau toni o ka alumina, kahi hoʻonui makahiki o 205.15%.Ua manaʻo ʻia ma ka hopena o 2020, manaʻo ʻia ka hoʻokomo ʻana o ka alumina Kina i ka 3.93 miliona tons.

短期前景:

Ua wānana ʻo Joyce Li, ka mea loiloi koʻikoʻi ma SMM, ʻo 2021 ka kiʻekiʻe o ka mana hana alumina o Kina, aʻo ka hoʻonui ʻana i nā ʻāina ʻē aʻe e piʻi aʻe ka piʻi ʻana.


Ka manawa hoʻouna: ʻOkakopa-12-2021