The overall performance of China’s alumina market remains sluggish; fundamental support is weak, and the situation of oversupply persists. Although the commissioning of some new capacity has been delayed, market sentiment remains bearish. Uncertainty regarding Guinea’s bauxite policies has neither impacted alumina production nor provided substantial cost support; the market continues to adopt a wait-and-see approach pending the finalization of these policies. The impact of the rainy season is beginning to materialize, affecting bauxite mining and shipments in Guinea, though there will be no immediate impact on China’s alumina market.
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