20/09/2023
August Bauxite Imports, CBG Derailment Quickly Fixed, Ashapura Inks Deals, Boffa Protests Impacting Operations 13 September 2023 – 19 September 2023 Highlights China continues to import record volumes of imported bauxite, with August hitting 11.6 Mt, down 9.9% m-o-m but up 8.2% over the p-c-p. China’s total 2023…13/09/2023
China’s alumina refiners are cash positive despite higher bauxite prices, more Guinean mining projects emerge 06 September 2023 – 12 September 2023 Highlights China’s swathe of alumina refiners are enjoying positive margins, despite a strengthening bauxite market, which saw prices for Standard Guinea LT…06/09/2023
Bauxite prices steady, alumina prices up again, Weiqiao enters the New Energy Vehicle (NEV) Market 30 August 2023 – 05 September 2023 Highlights Despite ongoing supply tightness, bauxite prices remained firm again this week, the Standard Guinea LT bauxite (GBIX) price CIF China holding at…30/08/2023
Bauxite prices hold, Guinean government chases lost mining revenue, Bel Air Mining chief in hot water 23 August 2023 – 29 August 2023 Highlights China’s imported bauxite market remains tight, with only a few spot cargos available and plenty of interest from inland refineries,…23/08/2023
Indo steps back, Guinea steps up (despite the rain), alumina restarts on the horizon in China 16 August 2023 – 22 August 2023 Highlights China imported 9.2Mt of bauxite from Guinea in July, the third highest month this year, bringing the ytd total to…16/08/2023
Guinea’s monsoon intensifies, alumina prices edge higher, Vietnam looks to expand its bauxite and alumina sectors 09 August 2023 – 15 August 2023 Highlights Bauxite prices held firm again last week, despite ongoing supply tightness in China’s domestic market, exacerbated by an increasingly likely…09/08/2023
Supply pressures building across the bauxite supply chain, as Chinese alumina refineries struggle to maintain steady supply, higher alumina prices providing some relief 02 August 2023 – 08 August 2023 Highlights Domestic bauxite supply across China continues to struggle to meet demand, as…02/08/2023
Bauxite price tailwinds emerging, alumina prices higher in China on smelting restarts 26 July 2023 – 01 August 2023 Highlights Upward price pressures are beginning to emerge in China’s imported bauxite market, with spot cargos ex Guinea drying up, as the seasonal monsoon hits…26/07/2023
China’s H1 Guinea imports up 45% on 2022, as SMB seeks to grow its influence 19 July 2023 – 25 July 2023 Highlights China’s H1 bauxite imports from Guinea soared in 2023, up a whopping 45% on H1 2022. This was despite modest…19/07/2023
Australian bauxite prices play catch-up on lower caustic prices and domestic supply shortages, alumina demand picks up, 11.56Mt of bauxite imports in June 12 July 2023 – 18 July 2023 Highlights Australian HT bauxite prices (ABIX) edged higher over the week, up US$1.0/dmt (2.1%)…
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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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