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CBG mines bauxite on the Sangaredi plateau in north-western Guinea. The mine opened in 1973 and has an annual capacity of 18.5 million tonnes of high-quality bauxite. The ore goes by company-operated rail to Kamsar, where it is crushed and dried at the port before export.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Alcoa 10-K: 'The amount of bauxite Alcoa purchases from its minority-owned joint venture, Compagnie des Bauxites de Guinée (CBG), differs from its proportional equity in the mine.' Alcoa holds 45% of Halco (Mining) Inc., which owns CBG's 51% shareholder (Rio Tinto operations page), so the offtake is related-party. The 10-K gives no refinery-level destination for the CBG tonnage.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
This company sits on the supply side for 1 of its 1 materials — a restriction on those is a tailwind, not a headwind.
As a producer, policy pressure across its produced materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇬🇳 GN accounts for 67% of severity-weighted pressure.