Insight
Where next for China's alumina capacity growth?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Will China continue to dominate global alumina capacity growth in the future? Against a backdrop of tighter environmental regulations and increasing reliance on seaborne bauxite, we see growing potential for China to look offshore. Wood Mackenzie investigates the merits for continued Chinese-based alumina capacity growth against that located in bauxite-rich producer countries on an illustrative cost and cash flow basis.
Table of contents
Tables and charts
This report includes the following images and tables:
-
Average cash costs in period 2018-2050, US$/t (real 2018)Cumulative margin (M1) in period 2018-2050, US$ billion (real 2018)Total capex for phase one (including sustaining capital) in period 2018-2050, US$ billion (real 2018)
-
Cumulative total margin less total capex in period 2018-2050, US$ billion (real 2018)Net present value under differing discount ratesStart up capex estimates
What's included
This report contains:
Other reports you may be interested in
Insight
IMO 2060: Outlook for global marine fuels
Oil bunkers enter structural decline as LNG becomes the main source of growth . Growth in LNG slows post-2040 as RFNBOs start to grow.
$900
Insight
Malaysia Reference Price (MRP): A few years on, has it delivered and where is it headed?
We examine how MRP is structured and used across non-power sector and develop a method to forecast MRP
$950
Insight
China economic focus July 2026: AI and the next phase of China’s growth
AI's macroeconomic payoff will arrive in stages for China
$1,150
