Chinese alumina and the third-party bauxite conundrum
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
-
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 the following images and tables:
- 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
What's included
This report contains:
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