Divergent market performance between the north and south is causing the price gap between the two regions to widen; the volume of alumina moving from south to north is expected to rise steadily, while the supply surplus in Guangxi—driven by new production capacity—will be appropriately alleviated. In the absence of further updates regarding Guinea’s bauxite policies, spot alumina prices in the north are expected to edge up slightly in the short term, while prices in the south remain stable.

(Chinese version)

(English version)