In H1, bauxite port inventory buildup reached nearly 10 million mt
In terms of domestic bauxite supply, according to SMM's calculations, China's bauxite production in June 2025 (30 days) decreased by 3.2 per cent MoM and increased by 4.1 per cent YoY. Regarding inventory, according to SMM data, in June 2025, the total inventory of bauxite raw materials at domestic alumina refineries increased by 3.0 per cent MoM and by 8.7 per cent YoY.
As of June 27th, SMM reported a total bauxite inventory of 23.35 million metric tonnes at nine ports, with an increase of 1.79 million metric tonnes in port bauxite inventory compared to the previous month-end and a buildup of 9.37 million metric tonnes compared to the beginning of the year. Fundamentals side, bauxite continues to be in surplus, with inventory buildup continuing at ports and within alumina refineries.
SMM Brief Commentary:
For domestic bauxite, affected by recent inspection work, domestic bauxite production has declined, with production expected to recover after the inspection work concludes.
For imported bauxite, shipments from mainstream countries remained high in the early stage, and domestic imported bauxite arrivals in July are expected to remain high, with bauxite expected to maintain a loose supply situation and continue to experience inventory buildup.
Metro Mining reports record 589,000 WMT bauxite shipments in June 2025
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