Why you should give a s**t about aluminium

Money of Mine

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4d ago 1:40:39

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Today’s episode is one we’ve long wanted to do, and finally we got the opportunity.
We’re excited to share our conversation with Alan Clark, better known as Aluminium Al.
The discussion covered why you should care about aluminium and the urgent steps we need to take in Australia to save our industry, as well as delving into his global experience, the meteoric rise of China, the worst M&A deal in mining history and the future of this enormous industry.
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All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM 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. MoM 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 MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

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(0:00:00)Intro
(0:01:51)Why should people give a shit about Bauxite, Alumina & Aluminium
(0:06:30)Seaborn market
(0:08:36)Refinery locations
(0:11:14)Surplus to defecit
(0:15:07)Pre-China
(0:18:16)Bauxite supply to refinery's
(0:27:18)Alcan
(0:34:51)Guinea
(0:40:00)Recycling
(0:43:45)China self-imposed restrictions
(0:47:32)Old-school smelters
(0:54:45)Marginal Bauxite tonnes
(0:57:25)Refinery contracts
(1:04:33)WA
(1:12:25)QLD
(1:14:41)Australia competitiveness
(1:20:08)Simandou
(1:22:53)The future
(1:28:04)HPA
(1:31:47)Magnesium
(1:33:46)Substitution