Insight
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6 Pages

Chinese alumina and the third-party bauxite conundrum


Chinese alumina and the third-party bauxite conundrum

Report summary

The proposed Indonesian bauxite export ban from January 2014 threatens to inflate production costs at a number of Chinese refineries, as well as sparking a supply response in the third-party bauxite market.  Assuming a complete stoppage of Indonesian bauxite exports and limited response by China's domestic bauxite mines, Wood Mackenzie estimates that weighted average production costs across the alumina refineries that take all or part of their bauxite from overseas could rise, on a delivered...

What's included?

This report includes 1 file(s)

  • Chinese alumina and the third-party bauxite conundrum PDF - 442.29 KB 6 Pages, 0 Tables, 4 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
    • Background
    • Weighing up the bauxite
    • Value-in-use analysis
    • The short to longer term impact
    • Cost impact

In this report there are 4 tables or charts, including:

  • Executive summary
    • Bauxite prices (Fob), 2000-2012, US$/t
    • Value-in-use analyses: bauxite source to alumina refinery (delivered Shandong CIF)
    • Chinese bauxite requirement, base case and alternate scenario, 2012-2030, Mt
    • Implied alumina C1 cash cost curve for China, post 2014
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