Money of Mine Why you should give a s**t about aluminium
Today’s episode is one we’ve long wanted to do, and finally we got the opportunity.
We’re excited to share our conversation with Alan Clark, better known as Aluminium Al.
The discussion covered why you should care about aluminium and the urgent steps we need to take in Australia to save our industry, as well as delving into his global experience, the meteoric rise of China, the worst M&A deal in mining history and the future of this enormous industry.
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(0:00:00)Intro
(0:01:51)Why should people give a shit about Bauxite, Alumina & Aluminium
(0:06:30)Seaborn market
(0:08:36)Refinery locations
(0:11:14)Surplus to defecit
(0:15:07)Pre-China
(0:18:16)Bauxite supply to refinery's
(0:27:18)Alcan
(0:34:51)Guinea
(0:40:00)Recycling
(0:43:45)China self-imposed restrictions
(0:47:32)Old-school smelters
(0:54:45)Marginal Bauxite tonnes
(0:57:25)Refinery contracts
(1:04:33)WA
(1:12:25)QLD
(1:14:41)Australia competitiveness
(1:20:08)Simandou
(1:22:53)The future
(1:28:04)HPA
(1:31:47)Magnesium
(1:33:46)Substitution