Interesting post.
If the chinese alumina refineries source their bauxite from their local producers and that reserve is depleted to "zilch" over the course of the next 10years (at least that what appears to be the case from research) then it goes without saying the chinese will have to source their bauxite from imports. Does that in itself not create a market to sell into. Question however, can it become profitable. It could be said that the darling ranges, due to quality of product/low cost production plus OZ proximity to China is best positioned to make that a very viable/profitable business.
Am a leaner in this game, but just some my thoughts (if one has patience)
Interesting post. If the chinese alumina refineries source their...
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