There are reports that Guinea's bauxite ore exports are undergoing regulatory reform; multiple companies have responded.

robot
Abstract generation in progress
On the morning of May 26, stocks related to the aluminum sector rose against the trend.
At the close in the morning, China Aluminum Industry rose 6.19%, Hongqiao Holdings rose 4.48%, and Nanshan Aluminum rose 3.45%.
There are reports that Guinea, the world's largest bauxite producer, plans to announce a reform to control bauxite exports in June, aiming to raise mineral prices to a "reasonable level" by restricting export volumes.
In response, multiple listed companies in the aluminum industry were interviewed and found that many of them do not rely on Guinea for raw material imports, so the overall impact is minimal.
Nanshan Aluminum responded to China Securities Journal that the company's imported bauxite mainly comes from Australia, with only a small portion from Guinea and other regions, so the above news has little impact on the company.
"The company imports bauxite to produce aluminum ingots, which are currently at a historically mid-to-high price level.
The high aluminum ingot prices are mainly due to the recovery in downstream demand and rising bauxite prices.
Currently, Guinea's actions have little impact on the company," Nanshan Aluminum told reporters.
An executive from a listed aluminum processing company told reporters that Guinea's actions have little impact on the midstream processing industry.
From the perspective of aluminum processing demand, downstream demand is generally improving.
Additionally, the repair of Middle Eastern electrolytic aluminum capacity takes some time, and overseas demand is being met by some domestic aluminum processing companies.
Xinjiang Zhonghe responded to reporters that the company's bauxite mainly comes from imports from Australia and Guinea.
If the sale price of Guinea's bauxite rises, it will primarily affect the cost of alumina.
As for the price of alumina, it still depends on market supply and demand. (China Securities Journal)
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments