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Registered Office: Ecospace Business Park, Block 3A, Unit 401A, New Town, Rajarhat, Kolkata, WB 700160

Corporate Office: Ecospace Business Park, Block 3A, Unit 401A, New Town, Rajarhat, Kolkata, WB 700160

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AL Circle: Aluminium Ecosystem App
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AL Circle Private Limited | CIN: U72200WB2017PTC221175

Registered Office: Ecospace Business Park, Block 3A, Unit 401A, New Town, Rajarhat, Kolkata, WB 700160

Corporate Office: Ecospace Business Park, Block 3A, Unit 401A, New Town, Rajarhat, Kolkata, WB 700160

© 2026 AL Circle. All rights reserved. AL Circle is not responsible for content from external sources.

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Australian bauxite forecast at $39/t vs Guinea at $34-46/t: How ore quality, freight and oversupply are shaping prices
04 SEPT 20268MINS
Bauxite

Australian bauxite forecast at $39/t vs Guinea at $34-46/t: How ore quality, freight and oversupply are shaping prices

What happens when the world’s biggest bauxite supplier produces too much of the one commodity it dominates? Guinea’s bauxite market is offering a striking answer. Record exports have strengthened its position in global trade, but the surge in supply has also pushed prices lower. Australia,...

Mysteel: Seaborne bauxite prices edge higher, but near-term gains remain capped
03 SEPT 20263MINS
Bauxite

Mysteel: Seaborne bauxite prices edge higher, but near-term gains remain capped

Imported bauxite prices in China moved slightly higher last week amid improved activity in the spot market. No trend-level shift emerged on the supply-demand side. Although rainy-season disruptions and elevated freight rates continued to weigh on Guinea's export volumes, the country's weekly...

02 SEPT 20263MINS
Alumina

Alumina supply surplus weighs, while cost-driven curbs may set floor

Recently, domestic alumina spot and futures prices have weakened in tandem, and market sentiment has become more cautious. According to Mysteel research, China's operating alumina capacity has reached 99 million tonnes per year, the highest level so far this year. New commissioning and technical...


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Mysteel: Seaborne bauxite prices rise further on elevated costs
13 AUG 20263MINS

Mysteel: Seaborne bauxite prices rise further on elevated costs

On August 12, Mysteel's daily assessment for Guinea bauxite (Al:45 per cent,Si:3 per cent) was USD 71 per dmt, up USD 1.5 per dmt from a month ago. The assessment for Australian bauxite (Al:50 per cent,Si:6.5 per cent) rose by USD 2.5 per dmt M-o-M to USD 66.5 per dmt. Guinean bauxite prices edged...

Guinea signs bauxite mining deal with Nimba Mining, finance support by Glencore confirmed
10 AUG 20262MINS

Guinea signs bauxite mining deal with Nimba Mining, finance support by Glencore confirmed

Guinea has signed a new mining agreement with state-owned Nimba Mining Company. This is to restart operations at the former Guinea Alumina Corporation (GAC) bauxite mine and move forward with plans to build an alumina refinery. The agreement, announced by the Guinean presidency on August 3, marks...

Chalco shares jump 6.3% as stake increase and bauxite outlook lift sentiment
23 JUL 20262MINS

Chalco shares jump 6.3% as stake increase and bauxite outlook lift sentiment

Shares of Aluminum Corporation of China (Chalco) rallied during the latest trading session after investors responded positively to plans by its parent company to increase its shareholding, alongside improving aluminium market fundamentals. The company's Hong Kong-listed shares gained 6.28 per cent...

Guinea’s H1 bauxite exports hit record 114.8Mt as China keeps demand resilient
23 JUL 20262MINS

Guinea’s H1 bauxite exports hit record 114.8Mt as China keeps demand resilient

During the first half (H1) of 2026, Guinea exported a record 114.8 million tonnes of bauxite, marking a 15 per cent year-on-year increase. Meanwhile, sustained demand from China continued to drive shipments despite rising operating costs for smaller miners. The world’s largest bauxite exporter...

China's June bauxite imports slip M-o-M on softer Guinean arrivals; non-mainstream supply surges
21 JUL 20263MINS

China's June bauxite imports slip M-o-M on softer Guinean arrivals; non-mainstream supply surges

According to data from the General Administration of Customs of People's Republic of China (GACC), China imported a total of 20.32 million tonnes of bauxite in June 2026, down 11.76 per cent month-on-month but up 12.17 per cent year-on-year. In the first half of the year, cumulative imports reached...

AL Circle Analysis: How geopolitics, trade and strategy reshaped the upstream aluminium market
18 JUL 20265MINS

AL Circle Analysis: How geopolitics, trade and strategy reshaped the upstream aluminium market

When aluminium prices moved this year, demand was not always the driving force. Sometimes the catalyst was a Guinean bauxite export terminal. At other times, it was a power contract in South Africa, tensions in the Strait of Hormuz. Taken together, these developments reflected a broader shift in...

Pacific alumina market expected to strengthen in Q3 amid Guinea bauxite uncertainty
17 JUL 20263MINS

Pacific alumina market expected to strengthen in Q3 amid Guinea bauxite uncertainty

The Pacific alumina market is expected to find stronger support in the third quarter of 2026 as uncertainty over Guinea's proposed bauxite export controls, rising aluminium demand in Indonesia and the gradual recovery of Middle Eastern smelting operations begin to ease the surplus seen in the...

UMS and Renault Trucks mark decade of partnership supporting Guinea's bauxite industry
12 JUL 20262MINS

UMS and Renault Trucks mark decade of partnership supporting Guinea's bauxite industry

UMS United Mining Supply (UMS) and Renault Trucks have marked 10 years of partnership supporting mining logistics operations in Guinea, where a fleet of Renault K Trucks is used to transport bauxite from mining sites to port facilities. The partnership, which began in 2016 with the support of local...

Bauxite volume vs price in 2026: Here’s how Guinea's supply growth coincides with the sharpest shift in the cost curve
08 JUL 20267MINS

Bauxite volume vs price in 2026: Here’s how Guinea's supply growth coincides with the sharpest shift in the cost curve

The first part of this series traced the sharp rise in bauxite trade volumes, the growing concentration of supply from Guinea and Australia, and the destination patterns shaping the global market. But the increase in tonnage tells only one side of the story. As more bauxite entered the trade...

China bauxite import glut to prevail in 2026 despite Guinea quota rumours fuelling market jitters
30 JUN 20267MINS

China bauxite import glut to prevail in 2026 despite Guinea quota rumours fuelling market jitters

Recently, persistent market rumours, such as the imminent introduction of an export quota system in Guinea and a potential reduction in China's imported ore supply, have captured the attention of participants in China's bauxite and alumina markets, intensifying the tug-of-war between market...

Bauxite grades decoded: How Guinea, Australia, Brazil, China, India & Indonesia measure up against global refinery standards
30 JUN 202610MINS

Bauxite grades decoded: How Guinea, Australia, Brazil, China, India & Indonesia measure up against global refinery standards

The world's largest bauxite producers are not always the ones supplying the highest-quality ore. While countries such as Guinea, Australia, China, Brazil, India and Indonesia dominate global bauxite mining, the quality of the ore they produce varies significantly, making production volume only part...

From bauxite diplomacy to aluminium's supply squeeze: How the global aluminium value chain is being reshaped
19 JUN 20267MINS

From bauxite diplomacy to aluminium's supply squeeze: How the global aluminium value chain is being reshaped

The aluminium industry's supply chain story increasingly begins long before metal reaches a smelter. Across several regions, governments and companies are moving to secure access to bauxite, the industry's most important raw material. India's engagement with Venezuela reflects a broader effort to...

Policy uncertainty supports alumina prices yet inventory overhang caps gains
11 JUN 20265MINS

Policy uncertainty supports alumina prices yet inventory overhang caps gains

Recently, news spread in the market that Guinea, the world's largest bauxite producer, is planning to roll out export control measures in June 2026, using quota management to push up ore prices. In response, alumina futures rose sharply, with spot prices following suit. Market participants have...

Guinea's 150Mt bauxite export cap may create a market deficit of 33Mt - Can the world make up the difference?
04 JUN 20269MINS

Guinea's 150Mt bauxite export cap may create a market deficit of 33Mt - Can the world make up the difference?

For the past few years, Guinea has been the driving force behind the global bauxite trade. Production expanded rapidly, exports climbed to record highs, finding their way to refineries across the world. But after years of pushing output higher, Guinea is now considering a different approach - a...

Can Jamaica seize the moment? JBI pushes bauxite growth amid Guinea uncertainty
04 JUN 20265MINS

Can Jamaica seize the moment? JBI pushes bauxite growth amid Guinea uncertainty

The Jamaica Bauxite Institute (JBI) has renewed its call for citizens to avoid occupying bauxite-bearing lands, highlighting growing concerns over unauthorised settlements on areas designated for mining, agriculture and future development projects. The statement may bear a twofold significance: The...

Chalco, China Hongqiao among aluminium firms to gain share value amid tighter Guinea bauxite supplies forecast
02 JUN 20262MINS

Chalco, China Hongqiao among aluminium firms to gain share value amid tighter Guinea bauxite supplies forecast

Shares of major aluminium producers in Hong Kong moved higher, supported by rising alumina prices and concerns about future bauxite supplies from Guinea. Among the gainers, China Aluminum Corporation rose 3.4 per cent to HKD 11.25 (USD 1.44), while China Hongqiao Group gained 3.36 per cent to HKD...

WEEKLY: Chinese spot alumina prices edge up on Guinea bauxite supply concerns
02 JUN 20262MINS

WEEKLY: Chinese spot alumina prices edge up on Guinea bauxite supply concerns

Concerns among Chinese market participants heightened last week after reports that Guinea, the largest supplier of China's imported bauxite, plans to introduce measures next month to curb bauxite exports. The prospect of tighter availability of this key raw material for alumina refining lent...

Rising hawkish expectations for the US fed put aluminium prices under pressure and in the doldrums
28 MAY 20268MINS

Rising hawkish expectations for the US fed put aluminium prices under pressure and in the doldrums

Futures: SHFE aluminium's most-traded contract opened at RMB 24,350 per tonne during the night session on May 27, with the highest price at RMB 24,405 per tonne, the lowest price at RMB 24,205 per tonne, and finally closed at RMB 24,275 per tonne, down 0.86 per cent from the previous close. The...

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