Insight
| |
7 Pages

Bauxite: feeding China only part of the puzzle


Bauxite: feeding China only part of the puzzle

Report summary

Wood Mackenzie expects that further expansion in alumina production capacity in China will be based on domestic bauxite resources rather than through imported ore. Any shortfall will be met by imported alumina or metal. As a consequence, we expect new alumina production hubs to emerge in SE Asia to help China service its metal requirements.

What's included?

This report includes 1 file(s)

  • Bauxite: feeding China only part of the puzzle PDF - 393.97 KB 7 Pages, 0 Tables, 10 Figures

Description

This Metals Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

For industry participants and advisors who want to look at the trends, risks and issues surrounding this topic, this report gives you an expert point of view to help inform your decision making.

Our analysts are based in the markets they analyse and work with high-quality proprietary data to provide consistent and reliable insight.

We provide unique in-depth analysis of the metals supply industry so you can make confident strategic decisions.

  • Executive summary
  • Diversification and stocks provide China near term security
  • Resources and costs support domestic expansion
  • Alumina will be key to China's metal imports
  • Bauxite requirement to grow

In this report there are 10 tables or charts, including:

  • Executive summary
  • Diversification and stocks provide China near term security
    • Chinese bauxite supply: breakdown of domestic and imported ore, 2000-2014
    • Chinese bauxite supply: breakdown of domestic and imported ore, 2000-2014
  • Resources and costs support domestic expansion
    • Chinese refinery costs by province, 2015, US$/t alumina
    • Chinese refinery costs by province, 2015, US$/t alumina
    • Years of reserves/resources at projected mine output (keeping imports flat from 2020) (labels show provincial output average 2015-2035)
    • China bauxite supply by province (should imports flat line from 2020), 1995-2035, Mt (dry)
  • Alumina will be key to China's metal imports
    • Chinese primary supply by metal equivalent and consumption, 2014-2030, million tonnes
  • Bauxite requirement to grow
    • Global bauxite requirement and supply, 2010-2030, million tonnes
    • Probable bauxite project, 2015-2030, million tonnes
    • Probable bauxite project, 2015-2030, million tonnes
Requester's name : .............
Department : .............
Authoriser's Name : .............
Authoriser's signature : .............
Date : .............
Cost Centre : .............

Questions about this report?

Frequently Asked Questions

Mailenquiries@woodmac.com
  • Europe: +44 131 243 4699
  • Americas: +1 713 470 1900
  • Asia Pacific: +61 2 8224 8898
contact us

Why Wood Mackenzie?

Wood Mackenzie, a Verisk Analytics business, has been a trusted source of commercial intelligence for the world's natural resources sector for more than 40 years, empowering clients to make better strategic decisions with objective analysis and advice.

We work across every sector of oil, gas, power, renewables, chemicals, metals and mining, covering more than 150 countries. Our proprietary data and models are at the core of everything we do, ensuring our independent asset and company valuations are thoroughly robust and that we offer an accurate forward-looking view of economic indicators such as market supply, demand and price trends.

Our 500+ analysts are based in the regions they cover, cultivating an unrivalled depth of understanding to help clients accurately identify new opportunities, define their strategy and improve business performance.

At every stage, our teams readily collaborate and share their insight to provide an integrated perspective across entire industries. It is this unique and rigorous analytical approach that ensures we are recognised as the industry standard by the world’s most innovative organisations.