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7 Pages

The wider implications of the Gove refinery shutdown

The wider implications of the Gove refinery shutdown

Report summary

Rio Tinto's decision to shut its 2.7Mt/a Gove refinery whilst maintaining production at the captive Gove bauxite mine is expected to move the smelter grade alumina (SGA) market from a surplus of more than 1Mt to a deficit of 1Mt in the next twelve months.  The removal of the Gove mine's dependent refinery will release as much as 8Mt/a of bauxite mine capability into the Rio Tinto system, much of which we expect will be sold to third parties, mainly in China.  Rio Tinto's structural SGA...

What's included?

This report includes 1 file(s)

  • The wider implications of the Gove refinery shutdown PDF - 577.12 KB 7 Pages, 4 Tables, 2 Figures


This Metals Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

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  • Executive summary
  • Background
    • Impact on the SGA market and key players
    • The winners and losers created by the shutdown
  • Conclusions

In this report there are 6 tables or charts, including:

  • Executive summary
  • Background
    • Rio Tinto alumina refinery C1™ cost position, 2013
    • Rest of World Alumina Supply, Demand and Spot price in 2013
    • Rest of World SGA balances, China imports and Spot prices, 2012-2015, (kt)
    • Rest of World SGA market metrics, pre-announcement, 2013-2015, (kt)
    • Rest of World SGA market metrics, post-announcement, 2013-2015, (kt)
    • Rio Tinto Alcan structural SGA balance, 2012-2017, kt
  • Conclusions
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