China's alumina production and supply-demand balance in July 2026
August 6, 2026
According to the statistics by Yufeng Aluminum Technology in July 2026, China's alumina production reached 767.2 million tons in July, a decrease of 0.42% compared to the previous year. The average daily output was 24.75 million tons, an increase of 0.03 million tons compared to 24.72 million tons in June. The alumina market in July showed a phased fluctuation in the supply side. The roasting furnaces of alumina enterprises were frequently shut down for maintenance, resulting in a phased reduction in production. However, as the maintenance ended and the previously reduced production enterprises in Guangxi gradually resumed production, the supply increment gradually released in the middle and late months of the month. Overall, the supply of alumina in July was slightly higher than that in the previous period, and the daily output slightly increased. The maintenance of the roasting furnaces of alumina enterprises came to an end, and a large-scale alumina enterprise in Guangxi resumed normal production. The subsequent supply of alumina will still be relatively sufficient, and the oversupply pattern is unlikely to change in the short term, which will continue to exert a negative impact on prices. At the same time, a certain production suspension enterprise in Shanxi is expected to resume production next month, but the release of output still requires some time. It is expected that the daily output of the Chinese alumina industry in August will increase compared to July, and the domestic alumina production in China in August will be approximately 780 million tons.
2. In July 2026, a comparison of the monthly supply and demand balance of alumina and electrolytic aluminum in China based on Yu Feng Aluminum Technology's statistics: The output of metallurgical-grade alumina in China in July 2026 was 767.2 million tons. Calculated based on actual arrivals (not based on the time of customs declaration), China imported 405,000 tons of alumina at the port in July. Calculated based on departure time (not based on the time of customs declaration), the export volume in July was 266,000 tons; while for non-metallurgical-grade alumina, it was approximately 240,000 tons. China's electrolytic aluminum production was 386.92 million tons. Based on the single consumption of 1.93 tons of alumina per ton of electrolytic aluminum, the supply of alumina in China was in surplus by 103,400 tons in July, and the supply of alumina was slightly abundant.
3. Forecast of Monthly Supply and Demand Balance of Alumina and Aluminous Products in China in August 2026 Yufeng Aluminum Technology predicts that in August 2026, China's alumina production will be approximately 7.8 million tons, non-aluminum alumina will be about 240,000 tons, while in terms of imports, it is expected that the import volume of alumina in August will be approximately 299,000 tons, and the export volume will be approximately 300,000 tons. The electrolytic aluminum production will be approximately 3.87 million tons. Based on the single consumption of 1.93 tons of alumina per ton of electrolytic aluminum, it is estimated that there will be an excess of 89,900 tons of alumina supply in China in August, indicating a slight surplus in alumina supply.
