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Why you should give a s**t about aluminium?
Manage episode 445747728 series 3359702
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.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Mineral Mining Services – Your preferred mining contractor
1300 546 117
Grounded - Infrastructure for Mining
pn@groundedgroup.com.au
CrossBoundary Energy – Independent power producer
+61 466 184 943
Sandvik Ground Support – The only ground support
CRE Insurance – Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au
Greenlands Equipment – Turnkey mine water management
+61 447 178 806
K-Drill – Safe, reliable, and productive surface drilling
+61 416 015 876
MMTS - Mining title consultants for exploration & mining companies
iva.morrell@mmts.net.au
Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration
+61 434 479 610
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
(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
351 tập
Manage episode 445747728 series 3359702
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.
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate. MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Mineral Mining Services – Your preferred mining contractor
1300 546 117
Grounded - Infrastructure for Mining
pn@groundedgroup.com.au
CrossBoundary Energy – Independent power producer
+61 466 184 943
Sandvik Ground Support – The only ground support
CRE Insurance – Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au
Greenlands Equipment – Turnkey mine water management
+61 447 178 806
K-Drill – Safe, reliable, and productive surface drilling
+61 416 015 876
MMTS - Mining title consultants for exploration & mining companies
iva.morrell@mmts.net.au
Australian Earthworks and Haulage - Clearing for construction, drilling, dams and rehabilitation works for mining and exploration
+61 434 479 610
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
(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
351 tập
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