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From $82/t to $66.5/t: Where is Australia’s bauxite market headed in 2026?
17 Aug 20268MINS
Bauxite
Australia produced about 102.4 million tonnes of bauxite in 2025 and exported 44.23 million tonnes, up from 42.6 million tonnes in 2024, making it the world’s second-largest producer. Yet just as Australia’s role as a seaborne bauxite supplier is becoming more strategically important amid uncertainty over Guinea’s exports, its own supply chain has taken a hit. Record rainfall around Weipa in January-February 2026, followed by Tropical Cyclone Narelle in March, disrupted Rio Tinto’s bauxite op ...
AL Circle Analysis: China’s 64% output, Asia’s 8.47% CAGR mark aluminium extrusion’s growth race
15 Aug 20266MINS
Downstream
The global aluminium downstream market is being reshaped by three simultaneous forces: rapid extrusion growth in Asia, increasingly defensive trade policies, and rising demand from automotive, renewable energy, packaging and advanced manufacturing. China remains the dominant extrusion powerhouse, but India and Southeast Asia are building their own capacity and demand centres. At the same time, Chinese downstream exports are facing greater scrutiny in Australia and the US, while new applicatio ...

15 Aug 20267MINS
Bauxite
The aluminium industry is entering a phase where supply security is being tested across the entire value chain. The latest developments show the pressure beginning with bauxite, moving through logistics and alumina, feeding into aluminium prices and producer earnings, and eventually reshaping international trade. What makes these developments significant is the way they connect. Competition for bauxite is intensifying just as alumina supply is becoming more vulnerable to production and energy ...
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