Follow bauxite into alumina and primary metal
A 54-country spatial register with source year attached to every point. Historical coordinates identify facilities, not current operation; capacity is not production.
Signal context · 12
- ▼LME primary aluminium closing stocks: 240,625 metric tonnes; change since first business day of month -5,600 metric tonnesPoint location not verified; original atlas reading.
- ▼U.S. bauxite and aluminium import-price index: 284.2 index 2000=100; prior-period change -9.2 index 2000=100Point location not verified; original atlas reading.
- ▼U.S. city-average electricity price: 0.196 USD per kWh; prior-period change -0.001 USD per kWhPoint location not verified; original atlas reading.
- ▲U.S. total construction spending: 2,203,129 millions of dollars; prior-period change +18,655 millions of dollarsPoint location not verified; original atlas reading.
- ▼US primary aluminium production proxy: 96.6886 index 2017=100; prior-period change -0.5841 index 2017=100Point location not verified; original atlas reading.
- ▼IMF global aluminium price context: 3,158.265 USD per metric tonne; prior-period change -280.5823 USD per metric tonnePoint location not verified; original atlas reading.
- ▲Rio Tinto share of total bauxite shipments: 15,304.8512 thousand metric tonnes per quarter; prior-period change +1,877.8729 thousand metric tonnes per quarterPoint location not verified; original atlas reading.
- ▲Rio Tinto third-party bauxite shipments: 10,614.1874 thousand metric tonnes per quarter; prior-period change +1,393.3356 thousand metric tonnes per quarterPoint location not verified; original atlas reading.
- ▼U.S. alumina imports: 383,000 metric tonnes calcined equivalent per quarter; prior-period change -140,000 metric tonnes calcined equivalent per quarterPoint location not verified; original atlas reading.
- ▲U.S. crude and dried bauxite imports: 576,000 metric tonnes per quarter; prior-period change +179,000 metric tonnes per quarterPoint location not verified; original atlas reading.
- ▼U.S. primary aluminium production: 58 thousand metric tonnes per month; prior-period change -1 thousand metric tonnes per monthPoint location not verified; original atlas reading.
- ▼U.S. and Canadian producer aluminium stocks: 2,010 thousand metric tonnes at period end; prior-period change -60 thousand metric tonnes at period endPoint location not verified; original atlas reading.
Fact & assessment
USGS reported 60 thousand metric tonnes of U.S. primary aluminium production for July 2026, compared with 58 thousand metric tonnes in June.
The first-release 14-day assessment window elapsed; source fact remains observed.
Price confidence: not_assessed
Counter-case: No standalone price inference is established.
U.S. output excludes other producing regions; stocks, demand and imports may offset the increase. This is a July period observation collected in October, not a live smelter reading.
Next check: Verify the next accessible USGS monthly aluminium workbook and the corresponding observed production row.
Fact & assessment
USGS reported 576,000 metric tonnes of U.S. crude and dried bauxite imports for the second quarter of 2026.
The first-release 14-day assessment window elapsed; source fact remains observed.
Price confidence: not_assessed
Counter-case: No standalone price inference is established.
A national import flow can change with inventory, domestic refinery use, timing, and trade routing. The Q3 workbook candidate returned HTTP 403; Q2 is the verified fallback.
Next check: Verify the next accessible USGS bauxite and alumina quarterly workbook and its period before replacing this Q2 fact.
Fact & assessment
USGS reported 383,000 metric tonnes calcined equivalent of U.S. alumina imports for the second quarter of 2026.
The first-release 14-day assessment window elapsed; source fact remains observed.
Price confidence: not_assessed
Counter-case: No standalone price inference is established.
It is not U.S. or global refinery production. The Q3 workbook candidate returned HTTP 403; Q2 is the verified fallback.
Next check: Verify the next accessible USGS bauxite and alumina quarterly workbook and its unit definition.
Fact & assessment
USGS reported 58 thousand metric tonnes of U.S. primary aluminium production for June 2026.
The first-release 14-day assessment window elapsed; source fact remains observed.
Price confidence: not_assessed
Counter-case: No standalone price inference is established.
It excludes output outside the United States and does not by itself establish inventory availability or LME price direction. A newer July workbook is now separately verified; this June item remains historical.
Next check: Verify the next accessible USGS monthly aluminium workbook and its latest production row.
Source coverage & limitations
- U.S. imports and production do not measure global bauxite mining, alumina refining, or LME-deliverable metal supply.
- The latest verified bauxite and alumina workbook is 2026 Q2; the latest verified U.S. primary aluminium production row is July 2026. The Q3 bauxite workbook candidate returned HTTP 403 and was not treated as a new period.
- Original publication dates are not verified in the retained observation records, so published_at is null.
- These U.S. national measurements are not assigned to individual facilities. A separate historical facility layer is provenance-checked but does not establish current operations.
Where will LME aluminium trade next week?
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