I was looking at the Office of the Chief Economist for export forecasts and right there at the top of the chart is Alumina.
The gov projects to export 20.5 million tonnes a year. with projected values of HPA increasing every year to $346 per tonne in 2026.
The report suggests a steady 12 billion AUD annually ntil 2025 - 2026. Global deman is expected to reach 145 million tonnes by 2026 but global supply is to sit at a shortfall 140 million tonnes.
Quite interesting stuff and its the highest quantity export on the list..
you can find this by google searching Resources and energy quarterly - March 2021
Hppefully there's light at the end of this HPA play yet. if KRR can make a good supply there'll be no short of customers for it
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