Quoting Alumina Ltd
"From 2019 on, large increase in demand and new, more distant mines$80/t (increasing marginal cost of alumina production by around $40-50/t)"
likely to cause landed bauxite price in China to move up from say $60/t to
Factor that into the equation and it really is a company maker!
http://www.aluminalimited.com/database-files/view-file/?id=6530
price target 60 cent, page-2
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