Just read a couple of your last post. Sorry to put it bluntly...

Just read a couple of your last post. Sorry to put it bluntly but you talk complete nonsense.
Regardless of the cause, if the production of aluminum gets lower, there will be more bauxite left and there is no reason for its price to rise.
In this aspect, the news is not good for CAY at all.
The good news might be elsewhere: if tghe world need Al and China reduces production Al, then perhaps other countries will try to fill the void. The situation may help with building new power sources in Africa allowing for building new refineries or ramping up the production of the existing ones. Then the game can get closer to the quality of the resource and the price of the transport, where CAY can potentially excel.
(I still only watch this stock, so I do not hold, but that has no effect on the very basic logic of the situation.)