24/01/2022
Guinea unrest, Indonesia’s bauxite export ban, China’s Winter Olympics shutdowns 15 – 21 January 2022 Highlights Social unrest was evident around Guinea’s major bauxite export hubs again last week, as well as some gold mines, although it was mostly uncoordinated and localised. The unrest is a direct response by locals…17/01/2022
Unrest in Guinea, Indonesia threatens early resumption of bauxite export ban, domestic prices up 8 – 14 January 2022 Highlights Unrest at Chalco’s Boffa operations increased over the week to the point where Guineans, frustrated by the lack of jobs for locals, barricaded the operations. With little impact on operations…11/01/2022
Bauxite mining crackdowns, alumina winter cuts, more primary capacity shifting to South China 18 December 2021 – 7 January 2022 Highlights A coal mining accident in Shanxi that claimed the lives of two workers triggered a month-long campaign of mine safety audits and inspections. This initially led to a crackdown…20/12/2021
Bauxite imports fall, winter cuts curtail alumina production 11 December – 17 December 2021 Highlights China’s November bauxite imports registered falls from all major exporting countries, as high freight rates over the past six months, as well as the Guinean wet season, significantly impacted imports. Guinea volumes were down 25%…13/12/2021
Bauxite Market steady, all eyes on Guinea’s junta 4 December – 10 December 2021 Highlights Worker strikes at another Guinean bauxite producer, this time SMB, affected its Dabiss and Malapouya sites, in early November, which may impact Q4 production rates by Guinea’s largest bauxite exporter. This may result in…06/12/2021
Vessels gathering in Indonesian waters ahead of potential export ban, bauxite prices unmoved 27 November – 3 December 2021 Highlights The past week has seen a build-up of vessels at several bauxite export locations around Indonesia, as talk of the country’s minerals export ban being brought forward persist. Vessel tracking…29/11/2021
2022 bauxite price negotiations look to settle higher, alumina prices continue to slide 20 – 26 November 2021 Highlights Bauxite contract price negotiations for 2022 are likely to see prices settle higher, reflecting ongoing tightness in the domestic market and the potential for Indonesia to ban bauxite exports in 2022,…22/11/2021
Bauxite prices steady as markets seeks equilibrium 13 – 19 November 2021 Highlights China’s bauxite import volumes now appear to be tracking those of last year, despite the global freight price excursion. And with significant vessel activity now observed at most major bauxite exporting sites around the world, the import…15/11/2021
Imported bauxite prices ease, more forced cuts to smelting and refining to come in China, some rumblings emerge in Guinea 6 November – 12 November 2021 Highlights Bauxite prices CIF China broadly retreated over the week, as global freight rates stabilised at lower levels, providing some respite to the suffering…08/11/2021
Cape rates down further, imported bauxite usage grows and the ‘long march’ to decarbonisation continues 30 October – 5 November 2021 Highlights China’s imported bauxite market remained at the mercy of international freight markets, although with capsize rates falling further over the past week, interest is clearly returning to the…
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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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