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Indonesia’s 2036 aluminium target signals a 43Mt bauxite demand challenge – here’s the gap and potential roadmap
18 May 20268MINS
Bauxite
Indonesia’s aluminium value chain is expanding rapidly, but a critical imbalance is beginning to emerge beneath the country’s downstream ambitions. While alumina refineries and aluminium smelters are being developed at a fast pace, bauxite mine production has not increased with the same momentum, ...
From USD 86 to USD 350: how 6 months reshaped Japan’s aluminium premium to become Asia’s new risk benchmark
15 May 202610MINS
Primary AL
Japan’s aluminium premium has climbed from USD 86 per tonne in Q4 2025 to an average USD 351.5 per tonne (ranging between USD 350-353 per tonne) for Q2 2026 shipments, being the steepest quarterly escalation in more than a decade and the highest level since the USD 380-per-tonne settlements record ...

15 May 20267MINS
Downstream
Over the years, the Middle East has been a notable contributor to the global primary aluminium production and trade. Out of the 6-6.5 million tonnes produced in the region, 5-5.5 million tonnes are exported, underlining the lion’s share of the production being shipped overseas. This share accounts ...
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