17/04/2024
Bauxite prices hold, Chalco at a standstill, freight prices up. 10 April – 16 April Highlights Bauxite exports through Guinea’s Boffa corridor have been restricted over the last two weeks, as a dispute between authorities and loading contractor COSCO spilled over to halt physical loading. The…10/04/2024
Bauxite prices hold while Guinea spot cargos dry up, new China import refinery accelerates construction schedule 04 April – 09 April Highlights Traders report bauxite spot cargo availability out of Guinea at critically low levels, with forward purchases now pushed out as far as Q3. With…03/04/2024
Australian bauxite prices higher, as price gap closes on Guinea, domestic refiners hoping for late-April mine resumptions. 27 March – 3 April Highlights Domestic bauxite supply in China’s north remains frustratingly tight, with many private mines in Henan expected to have returned to service remaining inactive, and likely…27/03/2024
Australian bauxite prices up, freight down, domestic bauxite supply restrictions persist 20 March – 26 March Highlights Domestic bauxite supply in China remains severely restricted, especially in the northern provinces, which means more refineries are becoming reliant on the import market. It comes at a time…20/03/2024
Imported bauxite prices stay high, while domestic mines in China face extended closures, new Guinea alumina refinery a step closer? 13 March – 19 March Highlights Imported bauxite prices (CIF China) remained steady over the week, with CM’s Standard GBIX Guinea LT reference price unchanged at US$72.0/dmt.13/03/2024
Bauxite prices hold above US$70/dmt (GBIX) as exports power ahead, strong freight market pushes FOB prices lower (again), another coal mining accident brings spotlight onto China’s mining industry 06 March – 12 March Highlights Imported bauxite prices were unchanged over the week, as competing forces nullified…06/03/2024
Australian bauxite prices closing the ViU gap on Guinea, AMC one step closer to reality, Ghana seeks a total ban on bauxite exports 28 February – 05 March Highlights Bauxite market activity ramped up last week, with Chinese buyers responding to higher domestic prices, which came…28/02/2024
Guinea gets a new PM as a nationwide strike shuts the country down … except for its bauxite exports 21 February – 27 February Highlights Despite the ongoing unrest in Guinea and China’s chronically tight domestic bauxite supply, the major factor driving bauxite prices appears to…21/02/2024
Bauxite prices hold post-CNY as headwinds emerge, Guinea dissolves interim government and shuts borders amid rising tensions 7 February – 20 February Highlights As China’s population began trickling back to work following the CNY holiday, bauxite prices hadn’t moved, although underlying sentiment revealed some emerging price…07/02/2024
Bauxite prices hold heading into CNY, as Guinean exports fall and protests over the fuel depot explosion continue 31 January – 6 February Note: CBIX will not be published during China’s CNY holiday period from 12th-16th February 2024. We will resume publication on 21st February 2024.
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China’s Aluminium Value Chain Quarterly Update is an independent and detailed assessment of the key metrics of China’s bauxite, alumina and primary aluminium industries, as we see them, presented in the form of an easily digestible set of charts and tables, together with relevant commentary on significant events, emerging trends and other key themes arising from our analysis.
For over a decade, we have been continually conducting in-depth studies of these industries in China, among which field studies are a cornerstone of our work. Over that time, we have drawn on, and continue to draw on, a diverse range of sources to gather primary data, on which our analyses and forecasts are based.
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