Alunorte Secures Gas Deal, Resumes Full Alumina Production After Disruption

Published: Aug 14, 2026 09:44

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Following Brazil’s ANP approval for Alunorte to act as its own gas importer, the refinery secured a temporary terminal-access deal with supplier CELBA, resolving earlier disruptions that had forced a contingency output cut. With this agreement, Alunorte is now ramping alumina production back to full capacity. The stoppage resulted in an estimated lost output of 100,000–120,000 tonnes, and the combined effects of reduced production and above‑contract gas procurement could weigh on Q3 2026 Bauxite & Alumina earnings by USD 75–100 million, even as the company works toward a permanent supply solution.

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