The wider implications of the Gove refinery shutdown

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04 December 2013

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...

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:

  • 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

What's included

This report contains:

  • Document

    The wider implications of the Gove refinery shutdown

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