Why Aluminium Just Went Vertical скачать в хорошем качестве

Why Aluminium Just Went Vertical

We sat down with Alan Clark of CM Group — aka “Aluminium Alan” — one of our favourite people to speak with and a with tremendous commodity insights focused on the global aluminium, alumina and bauxite markets. This episode is packed with detail on one of the world’s most important and underappreciated metals markets, from Guinea’s dominance in bauxite supply to the ripple effects of China’s smelting sector and the overlooked stories in molybdenum and vanadium. In this conversation, Alan covers: • The 5-2-1 rule and how much bauxite it really takes to make a ton of aluminium • Why Guinea now accounts for ~75% of China’s bauxite imports and why analysts keep under-calling it • What caused the alumina price to surge to a 4-year high in early 2025 • China’s hydro-exposed smelting sector and why rainfall dictates output in Yunnan • The Iran / Middle East supply risk hiding in plain sight • Molybdenum and China’s growing import dependency and what that means for prices • Vanadium flow cell batteries gaining real traction in China and the supply chain complexity that follows Follow Alan and CM Group: https://www.cmgroup.net/our-staff/ala... If you enjoy deep dives on aluminum, bauxite, and commodity market structure, make sure to follow the show so you don’t miss future episodes. This episode was recorded on 19 Feb 2026. 📰 THE DIRECTOR'S SPECIAL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining https://www.moneyofmine.com/subscribe ------------------------------------------------------- ▶️ CHAPTER TIMESTAMPS 0:00 - Intro 3:20 - Guinea Bauxite Boom 5:50 - Alumina Price Spike 16:40 - China Model Goes Global 36:10 - Australia’s HPA Opportunity 37:20 - From Bauxite to Sapphire Wafers 38:40 - HPA Qualification and Cost Edge 40:10 - Substitution and Tariff Volatility 51:00 - Magnesium China Dependence 54:20 - Magnesium Price Spikes and Die Casting 59:50 - Gallium Extraction Add-Ons 1:01:00 - Molybdenum Cost Curve Story 1:04:00 - Vanadium and Flow Batteries ------------------------------------------------------- 🤝 OUR PARTNERS Thank you to the mining services businesses that make this show possible: Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/gro... Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial: https://marketech.com.au/focus?utm_so... SS&C Intralinks - Powering deals with unmatched security and efficiency | https://www.intralinks.com/ Exceed Capital – Diversify your portfolio with Exceed’s property trusts - https://www.exceedcapital.com.au/sp-p... ------------------------------------------------------- 📌 FOLLOW US Join our group chat: Discord:   / discord   Subscribe to our podcast: Spotify: https://open.spotify.com/show/0LsIJIs... Apple: https://apple.co/3Fdocwx Follow us on all social platforms to stay up-to-date: Twitter: https://x.com/moneyofminepod Instagram:   / moneyofminepod   LinkedIn:   / moneyofmine   Facebook:   / moneyofminepod   TikTok:   / moneyofminepod   Our personal Twitter accounts: Travis Ricciardo:   / travmoneyofmine   Jonas Dorling:   / jdmoneyofmine   ------------------------------------------------------- ⚠️ DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine are not financial professionals. Money of Mine and our contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. Money of Mine doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of Money of Mine are their opinions only and may contain forward-looking statements that may not eventuate. Please read the full Disclaimer here: https://www.moneyofmine.com/privacy-p...