AZ China has today published a new Client Briefing Note which explores China’s domestic bauxite production growth.
Analyst June Wang has conducted a deep dive analysis of the data surrounding the industry in China. China does not publish domestic production data, but June has been able to build a pretty convincing case that shows quite an incredible growth rate this year.
According to June’s estimates, China’s domestic bauxite production grew by at least 50% this year. That’s an amazing growth rate, and her sensitivity analysis shows that even if she is out on some of her numbers, the growth this year is still well ahead of growth in primary aluminium capacity.
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