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Guinea targets 8Mt of alumina capacity by 2030: Can its power grid deliver 5k–10k MW?
Alumina

Guinea targets 8Mt of alumina capacity by 2030: Can its power grid deliver 5k–10k MW?

After introducing its annual bauxite export cap at 150 million tonnes in June 2026 , Guinea is now accelerating its alumina refining ambitions, with three refineries under construction and a target of five operating by 2030. However, the country’s electricity generation of around 1,000 MW falls well short of the estimated 5,000–10,000 MW needed to support industrialisation, putting energy infrastructure at the centre of its bauxite-to-alumina strategy. Daouda Diakite, Senior Adviser to Guinea’s Minister of Mines and Geology, Bouna Sylla, outlined the plans at African Mining Week in Cape Town. The government aims to establish annual alumina production capacity of approximately 7 million to 8 million tonnes, with aluminium smelters envisioned as a subsequent step. To know the future market...

China Sept alumina imports plunge 80% M-o-M as arbitrage shuts; exports dip on freight costs
Alumina

China Sept alumina imports plunge 80% M-o-M as arbitrage shuts; exports dip on freight costs

According to data released by the General Administration of Customs of the People's Republic of China (GACC), China imported 69,800 tonnes of alumina in September 2026, down 80.04 per cent month on month and up 16.26 per cent year on year. September alumina exports stood at 237,800 tonnes, down 44.05 per cent month on month and down 3.50 per cent year on year. The country recorded a net alumina export of 168,000 tonnes for the month, up 122.64 per cent month on month but down 9.85 per cent year on year. For January to September 2026, cumulative imports reached 3.06 million tonnes, up 458.365 per cent year on year, while exports totalled 2.58 million tonnes, up 28.85 per cent year on year. China was a net importer of 486,400 tonnes over the nine-month period, up 133.54 per cent year on...

Alcoa targets USD 1 billion in asset monetisation as alumina supply tightens outside China
Alumina

Alcoa targets USD 1 billion in asset monetisation as alumina supply tightens outside China

Alcoa is looking to unlock up to USD 1 billion from asset sales and other monetisation efforts by 2030, with a proposed deal to sell part of its Massena East site in New York expected to generate as much as USD 315 million. The plan comes as alumina supplies outside China tighten and global aluminium inventories remain historically low, potentially supporting the company’s market outlook. Alcoa shares (NYSE: AA) traded more than 1 per cent higher overnight ahead of Friday, although they remained down 4 per cent for the week. The stock had risen 5.8 per cent in Friday’s trading following the company’s third-quarter (Q3) 2026 results, which showed stronger earnings, higher aluminium production and improved realised aluminium prices. Massena East deal sets Alcoa’s asset monetisation plan in...

Red mud waste to stronger cement: Sulphate activation delivers 7.33 MPa compressive strength
Alumina

Red mud waste to stronger cement: Sulphate activation delivers 7.33 MPa compressive strength

China’s growing red mud waste problem could offer an opportunity for the construction industry, as new research has demonstrated how aluminium industry residue can be converted into stronger cementitious materials. The study found that sulphate activation using flue gas desulphurisation gypsum achieved a compressive strength of 7.33 megapascals (MPa), more than double that of untreated mixtures. Researchers also identified the fractal geometry of microscopic pores as a potential indicator of material strength. The findings could support efforts to develop low-carbon construction materials from industrial waste, including red mud generated during alumina refining. However, the results also highlight a key engineering trade-off: the activation method that delivered the highest compressive...

WEEKLY: China alumina slips again as stocks rise; RMB 2,500-2,620/tonne seen near term
Alumina

WEEKLY: China alumina slips again as stocks rise; RMB 2,500-2,620/tonne seen near term

Domestic alumina spot prices edged lower last week, though trading activity picked up modestly. On the supply side, China's operating alumina capacity stood at around 98.9 million tonnes per year recently. One Guangxi refinery with a normal run rate of 2.3 million tonnes per year curtailed another production line, bringing current operating capacity down to 1 million tonnes per year. Separately, a newly commissioned alumina project in Guangxi has begun shipping finished product. The plant started feeding on September 21 and is now in a phase of quality optimisation and ramp-up, targeting full production next month at around 2 million tonnes per year. With industry margins compressing further, higher-cost operators face mounting pressure; coupled with recent weather-related disruptions in...

Head of State Property Fund acknowledges: Mykolaiv Alumina Plant privatisation auction in Q1 2027
Alumina

Head of State Property Fund acknowledges: Mykolaiv Alumina Plant privatisation auction in Q1 2027

Ukraine’s Mykolaiv Alumina Plant could go up for a privatisation auction in the first quarter of 2027, according to Dmytro Natalukha, head of Ukraine's State Property Fund. The government must approve the final auction date, which Natalukha expects to be announced by the end of October 2026. In a recent interview with NikVesti, Natalukha said, “This is one of the few enterprises on our books that attracts regular and persistent interest. However, a change of ownership would not necessarily mean an immediate restart of production. An investor could acquire the facility and keep it idle until operating conditions improve. To know the futuristic market and value proposition of red mud, explore the report " A Comprehensive Analysis of Bauxite Residue (Red Mud): Sustainability, Resource...

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