China’s Aluminium Value Chain Map 2026
16/06/26 | Alumina, Aluminium, Bauxite
Over the past 20 years, CM has been collecting, reviewing, and analysing data on China’s domestic aluminium value chain. Periodically, we publish a comprehensive map detailing the capacity and location of all alumina refineries and primary aluminium smelters across the country. The new 2026/2027 version has been enhanced to include…
Outlook for the Global Primary Magnesium Market to 2035
30/09/25 | Magnesium
Global Primary Magnesium 2035: Growth, Dependence and Divergence Inside the Two-Speed Magnesium Market: One Nation Leads, the Rest Chase. Magnesium is entering a new era, one powered by China’s relentless innovation and reshaped by global industrial demand. The world’s Mg market is now firmly two-speed: China is charging ahead with…
Guinea Bauxite Outlook Report, 2025: Growth, Risk and Global Dependence
Guinea Bauxite Outlook Report, 2025: Growth, Risk and Global Dependence Tracking China’s reliance, Guinea’s expansions, and the future of supply Guinea sits at the heart of global bauxite supply. Export capacity keeps expanding, yet the government is also cracking down, by suspending or restricting groups that fail to meet obligations,…
CM Indonesia Aluminium Value Chain Outlook to 2035
13/08/25 | Alumina, Aluminium, Bauxite
Indonesia – The New Frontline of Global Aluminium Supply. With China’s smelting sector capped at 45 MTPY and domestic bauxite reserves depleting, Chinese majors are looking offshore, and for alumina and primary aluminium, Indonesia has become their top target. Supportive government policy, vast resource potential, low refining costs and proximity…
Guinea’s Booming Bauxite Industry – How Much Is Too Much?
The axis of global bauxite supply is tilting more toward west Africa every day and, as it does, supply risks increase. China has now become so reliant on Guinean bauxite that a major supply disruption in Guinea has the potential to shut down almost half of China’s 40 MTPY primary aluminium…
10-Year Outlook for the Global Primary Mg Market to 2032
07/09/22 | Magnesium
A comprehensive 300+ page global primary magnesium industry market report focusing on supply, demand, cost and price outlook, containing a comprehensive review of commercially proven and potential new magnesium production technologies and their carbon footprints. The report also provides a detailed, deep dive into China’s enormous primary magnesium supply base…
The 10-Year Outlook for the Global Scandium Market to 2031
17/07/22 | Scandium
Although scandium (Sc) is an element historically referred to as a Rare Earth (RE) metal, more recently it has been recognised as a stand-alone metal with the potential for several high value and high-volume commercial applications. Scandium has long been recognised as a valuable metal, however it’s low concentration in…
CHINA MAGNESIUM MARKET MONTHLY UPDATE
19/11/21 | Magnesium
China’s primary magnesium supply base accounted for around 85% of world production in 2023 and, with Russia included, this figure increases to around 87%. Chinese magnesium producers can achieve a low cost because they take advantage of waste heat energy associated with coal gas production to drive the process, which…
Guinea’s Booming Bauxite Export Industry; Too Much Too Soon?
18/01/21 | Alumina, Aluminium, Bauxite
An Outlook to 2025 CM’s new 2021 Guinea bauxite report, released this month, has identified an additional 24 MTPY new export capacity and 32.5 MTPY new mining capacity to come on-stream in Guinea during calendar 2021, significantly increasing the country’s total capacity and adding more volume to an already over-supplied…
