Abstract
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To what extent is fluorspar really the dominant price driver?
What happened in the last few years that caused the Chinese to falter?
What strategies should you develop for the near future?
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The Chinese aluminium fluoride industry took the aluminium fluoride (ALF3)
world by storm at the start of this century, forcing traditional suppliers in
Europe, USA and elsewhere to completely re-arrange their business strategies.
Since then however, the Chinese have failed take advantage of the leverage
they built up over those years by undercutting competition. Metal Bulletin
Research examines why, and looks at whether the Chinese will eventually cement
their domination in this timely and on the ground research, The Future for
China's Aluminium Fluoride Industry.
The comprehensive study provides detailed analysis on how China's aluminium
fluoride industry is structured and offers a detailed economic overview. An
insight into the impact China has on the global industry is also included.
Which producers are expanding and who is declining in the marketplace?
What strategies can buyers employ to achieve the most optimum price?
In recent years, there has been much discussion about rare earths and other
materials that are not so plentiful for today's industry requirements.
Fluorite, otherwise known as fluorspar, is on the borderline as a scarce
material, but the Chinese authorities have bracketed it in the same category
as rare earths.
What does this mean for future global supply?
More recently, one of the world's leading technology suppliers has commenced
legal proceedings against the world's largest ALF3 producer, alleging failure
to honour technology agreements.
How might this action cause the market to adjust?
These are just some of the many reasons why this study is an important
document for those in the industry, right now.
This exclusive study from Metal Bulletin Research is the first of its kind
providing detailed coverage of the Chinese aluminium fluoride market.
Key features of this study include:
- Discussion of aluminium and aluminium fluoride production processes;
- Analysis of the global aluminium and aluminium fluoride industry;
- Analysis by province and technology of the Chinese aluminium fluoride
industry;
- Review of fluorspar including global deposits, uses and trade;
- Unique access and independent insight into the opaque Chinese aluminium
industry;
- Developments with the Chinese government planning to introduce resource
taxes and export duties affecting the global market - these factors are
critically analysed in this study;
- Profile of key aluminium fluoride producers in China - detailed and
accurate plant and facility information;
- Overview and trend analysis offering complete background history and
examination of the Chinese aluminium fluoride industry;
- Details of the market dynamics, competitive situation and limitations of
the Chinese suppliers.
Aluminium Fluoride Capacity by Province (2011)
Source: Metal Bulletin Research
Biographies of authors
Mike O'Driscoll
Editor of Industrial Minerals, MSc (Mining Geology), BSc (Geology &
Geography)
Mike has been analysing the non-metallic minerals industry for 24 years and
has been Editor of Industrial Minerals since 1995. During his career, Mike has
visited a wide range of mineral and end-user operations worldwide, and has
regularly organised, chaired and presented papers at industry conferences. He
was Associate Editor and contributing author to the 7th edition of Industrial
Minerals & Rocks, published by the Society for Mining, Metallurgy and
Exploration (SME) in 2006. Mike was awarded the SME's prestigious 2011 Hal
Williams Hardinge Award for services to the industrial minerals industry.
Paul Adkins
Paul Adkins is founder and managing director of AZ China Limited. Paul has
more than 30 years experience in the aluminium industry, including almost 14
years in Alcoa, 4 years in Tomago Aluminium and 6 years in Alcan.
Brian Levich
Head of Metal Bulletin Research, MA (Economics), BA Hons. (Economics),
Diploma (Russian economic policy)
Brian is the head of research at Metal Bulletin Research. He has undertaken
numerous major studies on the global aluminium and raw materials industries
and has done extensive consultancy and market research work for a number of
major aluminium producers and consumers as well as for financial institutions.
He has presented papers at leading industry events on developments in the
global steel industry.
About Metal Bulletin Research
Metal Bulletin Research is the world's leading independent provider of market
analysis for the global metals and mining industry.
Through our global network of analysts, economists, contributors and business
partners, we provide a complete service for the metals and mining industry,
through regular publications, electronic services, stategic forecasts studies
and bespoke consultancy services.
Table of Contents
1. Introduction
- For whom this report is written
- About this report
- Why this report is topical
- Statement by the authors
2. Executive Summary
3. Background
- A brief history of China's aluminium fluoride industry
4. Aluminium fluoride and aluminium production
- Primary aluminium manufacturing process
- Hall-heroult process
- The role of aluminium fluoride in smelting
5. Global aluminium industry
6. Aluminium fluoride global industry
7. China's aluminium fluoride industry
- Corporate structure in China's aluminium fluoride industry
- Cost of producing aluminium fluoride
- Export trade
- Analysis by province
- Analysis by technology
8. Fluorspar
- Composition and mineralogy
- Deposits
- Deposits/producers outside China
- Specification
- Uses
- Mining
- Processing
- World production of fluorspar
- History of fluorspar production
- World trade of fluorspar
- China fluorspar export
- Chinese domestic fluorspar
9. Strategies
10. Conclusion
MBR summarises the report's key findings, conclusions and unique insights
utilising the combined experience of both Industrial Minerals and AZ China in
looking at this important and ever-changing market.
Selected table of tables/figures include detailed information on the following:
- Figure 1: History of Chinese ALF3 production 1995 - 2001
- Figure 2: History of Chinese ALF3 production 2002 - 2010
- Figure 3: Aluminium production process
- Figure 4: Three processes for producing ALF3
- Figure 5: China aluminium fluoride standard GB/T 4292 - 2007
- Figure 6: Production and capacity by country
- Figure 7: Global manufacturers of ALF3
- Figure 8: China ALF3 manufacturers
- Figure 9: Corporate structure of ALF3 capacity in China
- Figure 10: China's ALF3 capacity by province 2011
- Figure 11: China aluminium fluoride capacity by technology type
- Figure 12: Capital cost of recent China ALF3 projects
- Figure 13: Table of new projects in China
- Figure 14: Cost structures for ALF3 production
- Figure 15: China's ALF3 exports - volume and price
- Figure 16: China's primary aluminium production outlook 2011 - 2015
- Figure 17: Consumption of fluorspar by sector
- Figure 18: Fluorspar flowchart
- Figure 19: World production of fluorspar
- Figure 20: 2010 estimated production by country
- Figure 21: Historical fluorspar production
- Figure 22: World production and consumption of HF
- Figure 23: Major fluorspar producers in China
- Figure 24: China's fluorspar reserves
- Figure 25: Estimated demand for fluorspar in China
