China's bauxite import in September hit hard with serial disruptions. Will 2025 be any different?
China's dependence on imported bauxite is a significant factor in the nation's superior ranking in alumina and primary aluminium production. The sheer volume of raw material required to maintain this ranking cannot be met by domestic sources alone. Therefore, any disruption in bauxite supply has a profound impact on the entire aluminium production supply chain, underscoring the gravity of the situation.
Guinea's role in the decline:
According to S&P Global, China's reliance on imported bauxite is as high as 57 per cent. Guinea, as the primary supplier of bauxite to the nation, plays a crucial role in China's import figures. The disruption in Guinea's bauxite export scenario has therefore had a significant impact on China's bauxite supply, highlighting the importance of Guinea's bauxite supply.
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