Where is the reference to 2nd QTR production. Certainly they have mentioned "this year, 2009".... however not 2nd Qtr (though I could be mistaken)
Also, from what I've read (http://www.chinamining.org/News/2008-09-24/1222218005d17526.html) supply of China bauxite is fully exhausted within 10 years, hence not sure about your comment regarding world having huge resource (definitely not from China, but just maybe Darling ranges/WA)
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