Commodity market report
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175 Pages

Global Bauxite, Alumina and Aluminium long-term outlook 2013


Global Bauxite, Alumina and Aluminium long-term outlook 2013

Report summary

This report analyses the status of all the major industry participants in the context of the medium term outlook for the global aluminium and smelter grade alumina (SGA) markets. The bauxite, alumina and metal positions of the major players are analysed to determine the 'longs' and 'shorts' in bauxite and SGA out to 2017. We assess the likely individual company strategies and their options to manage these positions against the backdrop of the broader market.

What's included?

This report includes 24 file(s)

  • Global Bauxite, Alumina and Aluminium long-term outlook 2013 PDF - 2.44 MB 175 Pages, 60 Tables, 105 Figures
  • 2013 Q4 Strategic data forward balances.xls XLS - 170.50 KB
  • Strategic Data Bauxite Reserves.xls XLS - 64.50 KB
  • Strategic Data Bauxite Mine Production.xls XLS - 93.50 KB
  • Strategic Data Company Rankings.xls XLS - 228.50 KB
  • Strategic Data Static Balances.xls XLS - 205.50 KB
  • Strategic Data Forward Balances.xls XLS - 268.50 KB
  • Strategic Data Equity Ownership.xls XLS - 57.50 KB
  • BAA Strategic Outlook 2013.xls XLS - 424.50 KB
  • Alba.xls XLS - 175.50 KB
  • Alcoa.xls XLS - 264.50 KB
  • Alumina Ltd.xls XLS - 204.50 KB
  • BHPBilliton.xls XLS - 230.50 KB
  • Century.xls XLS - 139.00 KB
  • Chalco.xls XLS - 244.00 KB
  • CPI.xls XLS - 178.50 KB
  • CVG.xls XLS - 199.00 KB
  • Dubal.xls XLS - 142.00 KB
  • Hindalco.xls XLS - 175.50 KB
  • Hydro.xls XLS - 214.00 KB
  • Nalco.xls XLS - 197.50 KB
  • RioTintoAlcan.xls XLS - 254.00 KB
  • UCRusal.xls XLS - 220.50 KB
  • Vedanta.xls XLS - 184.50 KB

Description

As global demand weakens and commodity prices fall, we're seeing a challenging environment in the metals and mining industry. Mining companies are increasingly coming under pressure to reduce operating costs, causing many to shift their strategic planning, delay new investments and look to long-term future growth.

This Bauxite Long Term Outlook report provides a detailed breakdown of global supply and demand balances in this market, as well as price forecasts.

Mining companies, investment banks and investors can use this report to understand the future direction of the ferrous and base metals market. It will also help you assess the impact of key industry issues and events on market balances and pricing.

From acquisitions to investments, Wood Mackenzie helps you plan, forecast and benchmark in the metals markets. Our proprietary database and analyst expertise combines robust production, consumption and pricing data with detailed analysis to identify market opportunities.

We give you a holistic view of the ferrous and base metals markets so you have the confidence to make strategic decisions.

  • Executive summary
    • The major alumina players
  • Key companies
    • Executive summary
    • Strategy
    • Investment & costs
      • Cost position
    • Production
      • Raw materials balance
      • Raw materials supply summary
      • Alcoa
        • Executive summary
        • Strategy
        • Investment and costs
          • Cost position
        • Production
          • Raw materials balance
          • Operations
          • Alcoa project pipeline
          • Raw material supply summary
          • Alumina Ltd
            • Executive summary
            • Investment and costs
              • Cost position
            • Production
              • Raw materials balance
              • Operations
              • Raw material supply summary
              • BHP Billiton
                • Executive summary
                • Strategy
              • Investment & costs
                • Cost position
            • Production
              • Raw materials balance
              • Operations
              • Project pipeline
              • Raw materials supply summary
              • Century Aluminum
                • Executive summary
                • Strategy
                • Investment and costs
                  • Cost position
                • Production
                  • Raw materials balance
                  • Century project pipeline
                  • Raw Material Supply Summary
                  • Chalco
                    • Executive summary
                    • Strategy
                    • Investment and costs
                      • Chalco major corporate and investment activity (continued)
                      • Cost position
                    • Production
                      • Raw materials balance
                      • Project pipeline
                      • Raw materials supply summary
                      • China Power Investment
                        • Executive summary
                        • Strategy
                        • Investment & costs
                          • Cost position
                        • Production
                          • Raw materials balance
                          • Operations
                          • CPI project pipeline
                          • Raw materials supply summary
                          • CVG
                            • Executive summary
                            • Strategy
                            • Investment and costs
                              • Cost position
                            • Production
                              • Raw materials balance
                              • Operations
                              • CVG project pipeline
                            • Raw material supply summary
                          • Dubal
                            • Executive summary
                            • Strategy
                            • Investment & costs
                              • Cost position
                            • Production
                              • Raw materials balance
                              • Operations
                              • Dubal project pipeline
                              • Raw materials supply summary
                              • Hindalco
                                • Executive summary
                                • Strategy
                                • Investment and costs
                                  • Cost position
                                • Production
                                  • Raw materials balance
                                  • Operations
                                  • Project pipeline
                                  • Raw materials supply summary
                                  • Hydro Aluminium
                                    • Executive summary
                                    • Strategy
                                    • Investment and costs
                                      • Hydro Aluminium major corporate and investment activity (continued)
                                      • Cost position
                                    • Production
                                      • Raw materials balance
                                      • Operations
                                      • Project pipeline
                                      • Raw material supply summary
                                      • Nalco
                                        • Executive summary
                                        • Strategy
                                        • Investment and costs
                                          • Cost position
                                        • Production
                                          • Raw materials balance
                                          • Operations
                                          • Project pipeline
                                          • Raw materials supply summary
                                          • Rio Tinto Alcan
                                            • Executive summary
                                            • Strategy
                                            • Investment and costs
                                              • Rio Tinto Alcan major corporate and investment activity (continued)
                                              • Rio Tinto Alcan major corporate and investment activity (continued)
                                            • Production
                                              • Raw materials balance
                                              • Operations
                                              • Project pipeline
                                              • Raw materials supply summary
                                              • UC Rusal
                                                • Executive summary
                                                • Investment and costs
                                                  • Cost position
                                                • Production
                                                  • Raw materials balance
                                                  • Operations
                                                  • Project pipeline
                                                  • Raw materials supply summary
                                                  • Vedanta
                                                    • Executive summary
                                                    • Strategy
                                                    • Investment and costs
                                                      • Cost position
                                                    • Production
                                                      • Raw materials balance
                                                      • Operations
                                                      • Project pipeline
                                                    • Raw materials supply summary

In this report there are 165 tables or charts, including:

  • Executive summary
    • Executive summary: Table 1
    • Executive summary: Table 2
    • Executive summary: Image 1
    • Executive summary: Table 3
    • Executive summary: Table 4
    • Executive summary: Table 5
    • Executive summary: Table 6
  • Key companies
    • Alba major corporate and investment activity
    • Alba primary aluminium cash cost by operation, 2012 (US$/t aluminium)
    • Alba primary aluminium cash cost by company, 2012 (US$/t aluminium)
    • Alba raw material position, 2012 (kt)
    • Alba smelter status
    • Alba project pipeline
    • Key companies: Table 5
    • Alcoa major corporate and investment activity
    • Key companies: Image 4
    • Key companies: Image 5
    • Alcoa bauxite cash cost by operation, 2012 (US$/t bauxite)
    • Alcoa bauxite cash cost by company, 2012 (US$/t bauxite)
    • Alcoa alumina cash cost by operation, 2012 (US$/t alumina)
    • Alcoa alumina cash cost by company, 2012 (US$/t alumina)
    • Alcoa primary aluminium cash cost by operation, 2012 (US$/t aluminium)
    • Alcoa primary aluminium cash cost by company, 2012 (US$/t aluminium)
    • Alcoa raw material position, 2012 (kt)
    • Alcoa smelter status
    • Alcoa project pipeline
    • Alcoa raw material supply summary, 2012-2017 (kt)
    • Alcoa including AWAC raw material supply summary, 2012-2017 (kt)
    • Alumina Ltd major corporate and investment activity
    • Alumina Ltd bauxite cash cost by operation, 2012 (US$/t bauxite)
    • Alumina Ltd bauxite cash cost by company, 2012 (US$/t bauxite)
    • Alumina Ltd alumina cash cost by operation, 2012 (US$/t alumina)
    • Alumina Ltd alumina cash cost by company, 2012 (US$/t alumina)
    • Alumina Ltd primary aluminium cash cost by operation, 2012 (US$/t aluminium)
    • Alumina Ltd primary aluminium cash cost by company, 2012 (US$/t aluminium)
    • Alumina Ltd raw material position, 2012, (kt)
    • Alumina Limited project pipeline
    • Alumina Ltd raw material supply summary, 2012-2017 (kt)
    • BHP Billiton major corporate and investment activity
    • Key companies: Image 20
    • BHP Billiton bauxite cash cost by operation, 2012 (US$/t bauxite)
    • BHP Billiton bauxite cash cost by company, 2012 (US$/t bauxite)
    • BHP Billiton alumina cash cost by operation, 2012 (US$/t alumina)
    • BHP Billiton alumina cash cost by company, 2012 (US$/t alumina)
    • BHP Billiton primary aluminium cash cost by operation, 2012 (US$/t aluminium)
    • BHP Billiton primary aluminium cash cost by company, 2012 (US$/t aluminium)
    • BHP Billiton raw material position, 2012 (kt)
    • BHP Billiton smelter status
    • BHP Billiton raw material supply summary, 2012-2017 (kt)
    • Century Aluminum major corporate and investment activity
    • Century Aluminum major corporate and investment activity (continued)
    • Century Aluminum primary aluminium cash cost by operation, 2012 (US$/t aluminium)
    • Century Aluminum primary aluminium cash cost by company, 2012 (US$/t aluminium)
    • Century Aluminum raw material position, 2012 (kt)
    • Century Aluminum project pipeline
    • Century Aluminum raw material supply summary, 2012-2017 (kt)
    • Chalco major corporate and investment activity
    • Chalco major corporate and investment activity (continued)
    • Key companies: Image 33
    • Key companies: Image 34
    • Chalco bauxite cash cost by mine, 2012 (US$/t bauxite)
    • Key companies: Image 36
    • Chalco alumina cash cost by operation, 2012 (US$/t alumina)
    • Chalco alumina cash cost by company, 2012 (US$/t alumina)
    • Chalco primary aluminium cash cost by operation, 2012 (US$/t aluminium)
    • Chalco primary aluminium cash cost by company, 2012 (US$/t aluminium)
    • Chalco raw material position, 2012 (kt)
    • Chalco smelter status
    • Chalco project pipeline
    • Chalco raw material supply summary, 2012-2017 (kt)
    • CPI major corporate and investment activity
    • CPI major corporate and investment activity (continued)
    • CPI alumina cash cost by operation, 2012 (US$/t alumina)
    • CPI alumina cash cost by company, 2012 (US$/t alumina)
    • CPI primary aluminium cash cost by operation, 2012 (US$/t aluminium)
    • CPI raw material position, 2012 (kt)
    • CPI smelter status
    • CPI project pipeline
    • CPI raw material supply summary, 2012-2017 (kt)
    • CVG major corporate and investment activity
    • CVG bauxite cash cost by operation, 2012 (US$/t bauxite)
    • CVG bauxite cash cost by company, 2012 (US$/t bauxite)
    • CVG alumina cash cost by operation, 2012 (US$/t alumina)
    • CVG alumina cash cost by company, 2012 (US$/t alumina)
    • CVG primary aluminium cash cost by operation, 2012 (US$/t aluminium)
    • CVG primary aluminium cash cost by company, 2012 (US$/t aluminium)
    • CVG raw material position, 2012 (kt)
    • CVG project pipeline
    • CVG raw material supply summary, 2011-2016 (kt)
    • Dubal major corporate and investment activity
    • Dubal major corporate and investment activity (continued)
    • Primary aluminium cash cost by operation, 2012 (US$/t aluminium)
    • Primary aluminium cash cost by company, 2012 (US$/t aluminium)
    • Dubal raw material position, 2012 (kt)
    • Key companies: Table 32
    • Dubal raw material supply summary, 2012-2017 (kt)
    • Hindalco major corporate and investment activity
    • Hindalco major corporate and investment activity (continued)
    • Hindalco alumina cash cost by operation, 2012 (US$/t alumina)
    • Hindalco alumina cash cost by company, 2012 (US$/t alumina)
    • Hindalco primary aluminium cash cost by operation, 2012 (US$/t aluminium)
    • Hindalco primary aluminium cash cost by company, 2012 (US$/t aluminium)
    • Hindalco raw material position, 2012 (kt)
    • Hindalco project pipeline
    • Hindalco raw material supply summary, 2012-2017 (kt)
    • Hydro Aluminium major corporate and investment activity
    • Hydro Aluminium major corporate and investment activity (continued)
    • Key companies: Image 65
    • Hydro Aluminium bauxite cash cost by operation, 2012 (US$/t bauxite)
    • Hydro Aluminium bauxite cash cost by company, 2012 (US$/t bauxite)
    • Hydro Aluminium alumina cash cost by operation, 2012 (US$/t alumina)
    • Hydro Aluminium alumina cash cost by company, 2012 (US$/t alumina)
    • Hydro Aluminium primary aluminium cash cost by operation, 2012 (US$/t aluminium)
    • Hydro Aluminium primary aluminium cash cost by company, 2012 (US$/t aluminium)
    • Hydro Aluminium raw material position, 2012 (kt)
    • Hydro Aluminium project pipeline
    • Hydro Aluminium raw material supply summary, 2012-2017 (kt)
    • Nalco major corporate and investment activity
    • Nalco bauxite cash cost by operation, 2012 (US$/t bauxite)
    • Nalco bauxite cash cost by company, 2012 (US$/t bauxite)
    • Nalco alumina cash cost by operation, 2012 (US$/t alumina)
    • Nalco alumina cash cost by company, 2012 (US$/t alumina)
    • Nalco primary aluminium cash cost by operation, 2012 (US$/t aluminium)
    • Nalco primary aluminium cash cost by company, 2012 (US$/t aluminium)
    • Key companies: Table 40
    • Nalco project pipeline
    • Nalco raw material supply summary, 2012- 2017 (kt)
    • Rio Tinto Alcan major corporate and investment activity
    • Rio Tinto Alcan major corporate and investment activity (continued)
    • Key companies: Image 81
    • Key companies: Image 82
    • Rio Tinto Alcan bauxite cash cost by operation, 2012 (US$/t bauxite)
    • Rio Tinto Alcan bauxite cash cost by company, 2012 (US$/t bauxite)
    • Rio Tinto Alcan alumina cash cost by operation, 2012 (US$/t alumina)
    • Rio Tinto Alcan alumina cash cost by company, 2012 (US$/t alumina)
    • Rio Tinto Alcan primary aluminium cash cost by operation, 2012 (US$/t aluminium)
    • Rio Tinto Alcan primary aluminium cash cost by company, 2012 (US$/t aluminium)
    • Rio Tinto Alcan raw material position, 2012 (kt)
    • Rio Tinto smelter status
    • Rio Tinto Alcan project pipeline
    • Rio Tinto Alcan raw material supply summary, 2012-2017 (kt)
    • Rio Tinto Alcan raw material supply summary, 2012-2017 (kt) - with divestment of Pacific Aluminium
    • Pacific Aluminium raw material supply summary, 2012-2017 (kt)
    • UC Rusal major corporate and investment activity
    • UC Rusal major corporate and investment activity (continued)
    • Key companies: Image 91
    • UC Rusal bauxite cash cost by operation, 2012 (US$/t bauxite)
    • UC Rusal bauxite cash cost by company, 2012 (US$/t bauxite)
    • UC Rusal alumina cash cost by operation, 2012 (US$/t alumina)
    • UC Rusal alumina cash cost by company, 2012 (US$/t alumina)
    • UC Rusal primary aluminium cash cost by operation, 2012 (US$/t aluminium)
    • UC Rusal primary aluminium cash cost by company, 2012 (US$/t aluminium)
    • UC Rusal raw material position, 2012 (kt)
    • UC Rusal refinery status
    • UC Rusal project pipeline
    • UC Rusal raw material supply summary, 2012-2017 (kt)
    • Vedanta major corporate and investment activity
    • Vedanta major corporate and investment activity (continued)
    • Vedanta alumina cash cost by operation, 2012 (US$/t alumina)
    • Vedanta alumina cash cost by company, 2012 (US$/t alumina)
    • Vedanta primary aluminium cash cost by operation, 2012 (US$/t aluminium)
    • Vedanta primary aluminium cash cost by company, 2012 (US$/t aluminium)
    • Vedanta raw material position, 2012 (kt)
    • Vedanta project pipeline
    • Vedanta raw material supply summary, 2012 - 2017 (kt)
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