Alumina Import

Guinea looks beyond bauxite as Glencore partnership expands into alumina and energy
15 SEPT 20263MINS

Guinea looks beyond bauxite as Glencore partnership expands into alumina and energy

Guinea is looking to expand its partnership with Glencore beyond bauxite exports, with the two sides discussing potential investments in alumina refining, energy and other strategic projects as Conakry seeks to build more processing capacity at home. The discussions follow a more than USD 300 million bauxite pre-financing and offtake agreement signed last week between state-owned Nimba Mining and Glencore. Under the deal, the Swiss commodities group will market 10–12 million tonnes of bauxite annually for five years, giving it a significant position in one of the world's largest bauxite-producing countries. Guinea's Mines Minister Bouna Sylla said the agreement could provide a foundation for a broader partnership across the country's aluminium value chain. "Glencore has indicated strong...

09 SEPT 20263MINS

From black shale to smelter feed: CEM advances North American alumina supply chain

Canadian Energy Metals has demonstrated a process for producing smelter-grade alumina from Saskatchewan black shale and has started a prefeasibility study for its Thor Project. Canadian Energy Metals Corp. (CEM) has taken a step towards developing an alternative North American source of alumina after demonstrating that material derived from its Saskatchewan black shale resource can be converted into smelter-grade alumina (SGA). The company said testing has consistently produced SGA samples meeting the same purity and specifications as alumina made through the Bayer Process, the established industry route for refining bauxite. The result expands the potential development pathway for CEM's Thor Project, where the company is pursuing alumina alongside strategic and critical metals from black...


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Impact Minerals plans staged 4,000-tpa HPA production in US
Alumina07 SEPT 2026

Impact Minerals plans staged 4,000-tpa HPA production in US

A NewPro study supports a staged 2,000-to-4,000-tonne-per-year high-purity alumina plant on the US Gulf Coast, with a post-tax NPV of about USD373 million and a 42.3 per cent IRR. Impact Minerals is advancing plans for a modular high-purity alumina (HPA) plant in the US after an independent scoping study identified a preferred development case on the Gulf Coast. The study, completed by NewPro for Impact's 50 per cent-owned Alluminous Pty Ltd, supports a staged facility starting at 2,000 tonnes per year of HPA and scaling to 4,000 tonnes per year. It models a post-tax NPV₈ of AUD 518 million (USD 373 million) and an internal rate of return of 42.3 per cent, based on an AUD/USD rate of about 0.7206 on September 7, 2026. The findings strengthen Alluminous' plan to establish its first...

Ireland withholds Aughinish Alumina meeting notes amid Russia export review
Alumina03 SEPT 2026

Ireland withholds Aughinish Alumina meeting notes amid Russia export review

Ireland’s Department of Enterprise has withheld the release records of discussions between its secretary general and Aughinish Alumina management, citing “highly confidential information” shared by the company. The decision comes as scrutiny intensifies over the Limerick refinery’s alumina exports to feed the Russian defence sector and a possible inclusion of alumina shipments in the European Union’s (EU) 21st Sanctions Package on Russia. Department of Enterprise Secretary General Declan Hughes and Aughinish Alumina Managing Director Ciaran Kelleher held several discussions in June and July, including a meeting on June 12 and three recorded phone calls. The discussions took place while Irish officials were finalising a review into Aughinish Alumina’s exports to Russia. The investigation...

Alcoa files SEC registration for $5.6b South32 alumina, aluminium and bauxite asset deal
Alumina02 SEPT 2026

Alcoa files SEC registration for $5.6b South32 alumina, aluminium and bauxite asset deal

Alcoa has moved its proposed acquisition of South32's bauxite, alumina and aluminium interests forward with a US SEC filing, with the transaction carrying an implied enterprise value of up to USD 5.6 billion. Alcoa Corporation has filed a Form S-4 registration statement with the US Securities and Exchange Commission (SEC) in connection with its proposed acquisition of South32 Limited's interests across the bauxite, alumina and aluminium value chain. Under the transaction agreed on June 30, 2026, Alcoa will pay South32 USD 3.1 billion in upfront cash and about USD 1.0 billion in Alcoa shares, while also assuming around USD 750 million in net debt and lease liabilities. A further USD 750 million in contingent cash consideration could become payable depending on alumina and aluminium prices...

Indonesia sees aluminium opportunity in Middle East supply crisis, but coal is powering the race
Primary AL01 SEPT 2026

Indonesia sees aluminium opportunity in Middle East supply crisis, but coal is powering the race

CREA estimates that Chinese investment in Indonesia's aluminium industry currently stands at between USD 5.5 billion and USD 6 billion, and forecasts that figure could rise to USD 30 billion by 2030. China currently produces around 60 per cent of the world's aluminium. Chinese companies began expanding into countries such as Indonesia after Beijing imposed a domestic cap on aluminium production in 2017 as part of efforts to address overcapacity. Putra Adhiguna of Jakarta-based Energy Shift Institute said Indonesia's relatively fewer restrictions have helped attract investment. The expansion also benefits from Indonesia's classification of aluminium and nickel as “transition minerals”, given their use in technologies such as electric vehicles and solar panels. But that classification has...

US invests another $100m to secure last remaining domestic alumina refinery
Alumina28 AUG 2026

US invests another $100m to secure last remaining domestic alumina refinery

The US Department of War has committed another USD 100 million to Atlantic Alumina Company (Atalco), taking total government investment to USD 400 million as Washington moves to protect the country's last remaining domestic alumina refinery and strengthen a critical defence supply chain. The United States is putting more money behind its domestic alumina supply chain as the Department of War (DoW) announced a USD 100 million follow-on preferred equity investment in Atalco through its Industrial Base Analysis and Sustainment programme. The latest investment brings the department's total funding for Atalco to USD 400 million. More importantly, the government funding has helped attract substantial private capital. Atalco's existing backers have committed USD 350 million, with another USD 50...

India’s alumina trade surplus nearly quadruples to 1.72 Mt in H1 2026 as exports hit 2.5 Mt
Alumina28 AUG 2026

India’s alumina trade surplus nearly quadruples to 1.72 Mt in H1 2026 as exports hit 2.5 Mt

India’s alumina trade underwent a sharp shift in the first half of 2026, with exports accelerating to a new high while imports contracted substantially. Data for HS 281820, i.e. aluminium oxide excluding artificial corundum, shows that India exported 2.5 million tonnes in H1 2026, up 51.3 per cent from 1.65 million tonnes in H1 2025. At the same time, imports fell 34.9 per cent year-on-year to 775,362 tonnes from 1.19 million tonnes. The result was a substantial widening of India’s net alumina trade surplus. The country moved from a surplus of about 460,466 tonnes in H1 2025 to 1.72 million tonnes in H1 2026, a nearly fourfold increase. Exports climb to a record level India’s alumina exports have been on a clear upward trajectory since Q2 2024. Quarterly shipments rose from 458,621 tonnes...

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