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Metals & Mining Insights Aluminum 2026-10-08 Premium

EGA Regains Guinea Bauxite: Lost One Mine, Secured Contract Through 2044

The first shipment of 66,000 tonnes of bauxite is en route to the UAE. To secure this single cargo, EGA incurred a $680 million impairment, lost a mine nationalized by the state, and transitioned from mine owner to buyer.

Source: KLF Mining Insights
aluminumanalysis
Metals & Mining Insights Chromium 2026-10-07 Premium

Chromium Ore Shipments: 76% Routed Through Maputo, Turning a Single Port into a Global Bottleneck

Global weekly chromium ore shipments declined by only 2.74%, but the structure underwent a dramatic shift: Maputo saw a single-week surge of nearly 44%, while Richards Bay dropped by nearly 58%. South Africa's chromium ore exports are now being funneled through a single line comprising one highway, one border crossing, and one port in Mozambique.

Source: KLF Mining Insights
chromiumanalysis