Bauxite Export
AL Circle Analysis: Rising bauxite supply, India’s alumina surplus and US policy reshape the aluminium industry
The bauxite and alumina industry has been busy repositioning itself on several fronts. Companies are expanding mining and smelting capacity, exploring new resource regions and moving towards higher-value products, while governments are stepping in to protect strategically important alumina assets. At the same time, changing trade flows and softer regional premiums are offering a mixed picture for buyers and sellers. The developments point to a common industry response: secure more supply, diversify where it comes from and capture more value from each tonne. Companies are expanding, but not in the same direction Growth plans across the industry show that producers are taking different routes to strengthen their positions. Ashapura Minechem is expanding its Guinea bauxite operations while...
Ashapura targets INR 100 billion bauxite revenue opportunity as Guinea volumes rise
Ashapura Minechem is preparing for its next phase of growth by expanding its Guinea bauxite operations while shifting its Indian business towards higher-value mineral products. The company is targeting 15 million tonnes of annual bauxite volumes by FY28, a level management believes could generate nearly INR 100 billion (USD 1.05 billion) in revenue from the bauxite business alone, depending on bauxite prices, freight costs and operating conditions. The expansion is being supported by additional port capacity in Guinea, while Ashapura is investing in products for applications including foundry, oil and gas, paints, paper and cat litter to broaden its earnings base. Guinea bauxite expansion takes centre stage Ashapura expects Guinea bauxite exports of 9–11 million tonnes in FY27, compared...
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ALUMINIUM 2026
15th International Bauxite, Alumina & Aluminium Conference & Exhibition - IBAAS–VFMSTA 2026
ICSOBA 2026 - 44th International Conference and Exhibition
ALUMINIUM 2026
15th International Bauxite, Alumina & Aluminium Conference & Exhibition - IBAAS–VFMSTA 2026
ICSOBA 2026 - 44th International Conference and Exhibition
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News
Rio Tinto adds Aurukun's 8 tpa bauxite opportunity to growing Cape York pipeline
The acquisition gives Rio Tinto control of a major undeveloped Cape York resource as it expands its existing Weipa operations and advances new mining areas. Rio Tinto is expanding its Cape York bauxite portfolio by acquiring the Aurukun bauxite project from Glencore and Mitsubishi, adding a potential source of up to 8 million dry tonnes of export bauxite per year to its regional pipeline. The transaction, for an undisclosed price, gives Rio control of the greenfields project located about 23 kilometres north-east of Aurukun and 35 kilometres south of Weipa. The deal remains subject to Queensland Government and other regulatory approvals. Under the development plans previously advanced by Glencore and Mitsubishi, Aurukun could produce up to 15 million tonnes per year of run-of-mine...
Metro Mining builds bauxite momentum with record output, lower costs and broader sales
Metro Mining's Bauxite Hills operation delivered record quarterly production as lower unit costs and a broader customer base strengthen its growth profile. Metro Mining is building momentum at its Bauxite Hills bauxite mine in Queensland, with record quarterly output, lower unit costs and improving cash generation signalling progress from the operation's earlier ramp-up phase. The Australian producer is targeting 6.6 million to 7.1 million tonnes of production for the full year, with the latest quarter showing that investments in mining, barging and export infrastructure are translating into higher throughput. The operation produces direct-shipping bauxite for alumina refiners, with China continuing to account for most demand. However, Metro is also expanding its customer base, including...
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, meanwhile, continues to command a premium, even as prices across the market weaken. Guinea’s FOB bauxite price is forecast at around USD 34–46 per dry metric tonne in 2026, while Australia’s FOB price is forecast at around USD 39.15 per wet metric tonne in FY26. So why does Australian bauxite continue to hold a different price position when Guinea is supplying the market at such enormous volumes? The answer begins with quality, but it does not end there. Ore characteristics, freight costs, mining...
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...
Canyon Resources fights back against A2MP's low-ball takeover bid
Canyon Resources' independent board committee says A2MP's AUD 0.05 (USD 0.036) offer materially undervalues the Cameroon-focused bauxite developer as questions also emerge over A2MP's potential ties to another major shareholder. Canyon Resources' independent board committee has recommended that shareholders reject a takeover offer from majority owner A2MP Investments, arguing that the bid materially undervalues the company and its Minim Martap bauxite project in Cameroon. A2MP, which controls 55.56 per cent of Canyon through associates, launched a conditional cash offer on July 29 to acquire the Canyon shares it does not already own for AUD 0.05 (USD 0.036) per share. The offer values Canyon at approximately AUD 103 million (USD 73.8 million). The independent board committee, including...
Indonesia seizes $19.1m in assets in bauxite mining corruption case
Indonesia's Attorney General's Office has seized assets worth IDR 338.36 billion (USD 19.1 million) and named five suspects in an alleged corruption case involving a bauxite mining permit in West Kalimantan. Indonesia's Attorney General's Office (AGO) has seized IDR 338.36 billion (USD 19.1 million) in assets belonging to Sudianto, also known as Aseng, the beneficial owner of PT Quality Success Sejahtera (QSS), as part of an alleged corruption investigation into the company's bauxite mining business permit. The seizure was carried out by investigators from the AGO's Special Crimes division and the Asset Recovery Agency between August 25 and 29 at several locations under the jurisdiction of West Kalimantan. The assets include land, buildings, mining equipment, barges, tugboats and vehicles...
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