Insight
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
Table of contents
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Executive summary
- 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:
Images
- 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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