Chinese alumina and the third-party bauxite conundrum

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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 contains

  • Document

    Chinese alumina and the third-party bauxite conundrum

    PDF 442.29 KB

Table of contents

    • Background
    • Weighing up the bauxite
    • Value-in-use analysis
    • The short to longer term impact
    • Cost impact

Tables and charts

This report includes 4 images and tables including:


  • 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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