Bauxite supply shifts by 2036 as Guinea rises, China depends and new projects reshape global trade

Alongside the rising output, the main concern for the industry players is that the current scenario of the bauxite and alumina market has become more about better supply expansion via new mining projects and refining capacity, resource security and nationalism, capacity expansion, sustainability and mitigating the rising market volatility.

As the aluminum industry pushes forward, the upstream segment is becoming a strategic battleground shaped by resource ownership, logistics and policy shifts. By 2036, will new projects boost the supply? It is already known by now that countries like Guinea, Australia, Indonesia, Brazil, India and Vietnam hold a significant amount