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The wider implications of the Gove refinery shutdown

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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 contains

  • Document

    The wider implications of the Gove refinery shutdown

    PDF 577.12 KB

Table of contents

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

Tables and charts

This report includes 6 images and tables including:

Tables

  • 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

Images

  • Rio Tinto alumina refinery C1 cost position, 2013
  • Rest of World Alumina Supply, Demand and Spot price in 2013

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