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Policy pricing and capacity decisions for bauxite and alumina

2026-01-22

Summary:

Fastmarkets Bauxite and Alumina 2026 is returning to Miami on March 23–25, bringing together producers, refiners, traders, smelters, end users, policymakers and financiers from across the global value chain.

The conference is designed around what market participants need to track next. Not high-level outlooks, but the signals, timelines and policy developments that will shape supply security, trade flows and commercial outcomes over the next 12 to 24 months.

The topics shaping supply, pricing and capacity decisions in Miami

Guinea

Hear directly from the Ministry with a mining update, followed by a deep dive into the policy and license landscape. Sessions will examine broader state oversight, license reviews and the push for in-country refining, alongside practical watchlist items such as permits, shipping rights and processing mandates and how they could reshape supply reliability and project timelines.

Indonesia

A refining update grounded in reality. We will map operating capacity against projects under construction, assess realistic commissioning windows, expected export destinations and the policy milestones that signal upside or downside risk to the ramp.

Ghana

A ministry perspective on in-country investment priorities, enabling policies and how public-private partnerships and infrastructure plans could influence raw material availability and regional trade relationships going forward.

Pricing clinic

An interactive discussion on transparency versus complexity in pricing. From value in use approaches to country specific indices and the expanding toolkit for managing price risk, this session will address how pricing mechanisms are evolving in a market shaped by CBAM and tariff policy.

Non-metallurgical alumina

From refractories to ATH, we will explore product requirements, supply considerations and demand outlooks, set against shifting Atlantic and Pacific balances, tariff impacts and changes in refinery production.

Smelting capacity

A forward look at where new smelter capacity is expected to come online, when it is likely to materialize, and what this means for Smelter Grade Alumina demand, alumina contracts and long-term investment decisions.

These discussions are already happening across the market. In Miami, they move from bilateral conversations into a single focused forum, bringing together the people setting strategy, allocating capital and negotiating supply.

AL Circle readers can register for the conference using code ALCIRCLE10 to receive a 10% discount on ticket prices.

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