9월 30일 포산 알루미늄 빌릿 가공비 소폭 하락

Canyon Resources’ plans to bring its Minim Martap bauxite project in Cameroon into production, have been thrown into fresh uncertainty after AFG Bank Cameroon suspended further drawdowns from the project’s syndicated financing facility. The bank suspended access to the remaining funds on August 24, 2026, pending a review of the project’s development schedule, financial model and underlying economic assumptions. The move comes as Canyon acknowledges that it will not meet its Phase 1 development timetable and has removed its previous first-shipment target without setting a new date. For a project that had been targeting its first bauxite shipment in the fourth quarter of 2026, the change is significant. Canyon has also moved to reduce non-essential spending while it works through the funding review.

Leading Indian aluminium producer Vedanta has renewed its push to revive bauxite mining at Odisha’s Niyamgiri hills, about 13 years after the proposed project was shelved. With Niyamgiri hosting around 80 million tonnes of bauxite reserves, the renewed proposal brings the resource potential of the Kalahandi-Rayagada belt back into focus. Vedanta Chairman Anil Agarwal discussed reopening the Niyamgiri bauxite mining project with Odisha Chief Minister Mohan Charan Majhi in Bhubaneswar on September 26. Agarwal mentioned that the discussion addressed employment opportunities for involved tribal communities. The state government also indicated that steps would be taken towards the necessary permissions.

SMM 통계에 따르면, 9월 30일 기준 중국 주요 소비 지역의 알루미늄 빌렛 재고는 149,500톤으로, 지난 목요일 대비 500톤 증가했고 이번 주 월요일 대비 5,000톤 감소했다. 재고는 높은 수준에서 횡보하며 전반적으로 거의 변동이 없었다.