bauxite aluminium

• US9mo oldUnited States — Bauxite: Stocks, industry, yearend240 thousand metric dry tons

Exchange-visible warehouse stock only — a floor on world inventory, never a total. State reserves, producer and consumer inventories, and all off-exchange holdings are disclosed by nobody. USGS Mineral Commodity Summaries 2026 (data release).

Volume data pending.

The chokepoint sits downstream: 28% mining share (AU) concentrates to 61% at refining, with China's share rising from 20% to 61%. CRMA Art.5 production proxy: 🇨🇳 CN at 61% vs the 65% ceiling.

Import-dependency chokepoints: 🇺🇸 US 85%, 🇯🇵 JP 100%, 🇰🇷 KR 100%.

China is counted in this figure. Its annual declaration is UN Comtrade with China as reporter (primary, and the basis of the percentage above, which uses an annual denominator). The monthly bilateral series is a third-party republisher of GACC, not primary — top-partner agreement against China’s own declaration is 24/33 on imports and 15/33 on exports. UN Comtrade’s own China monthly series (not the republisher above) has been frozen at period 202412 since its release; a watcher flags the day it moves.

Customs cannot isolate this material. Its HS codes (260600, 281820, 760110, 760120) are shared with aluminium, so every flow figure here covers both materials together. No customs source anywhere splits them.

Denominator: UN Comtrade annual 2024, imports from World, 52 reporters (Taiwan absent from UN data entirely). Read the percentage above as “the importers on this panel are on file”, never as “we see the trade” — Taiwan is absent from UN data entirely, so it is never in this denominator and the true gap is larger than shown.

How much of China’s exports we see monthly: ≈73% of China’s non-EU exports — importer declarations from JP, IN, MY, US, ID, MX in the monthly feed (202608), annualised against BACI 2024. EU destinations (AT, BE, CZ, DE, DK, ES, FI, FR) are seen separately through Eurostat Comext in EUR and are kept out of this ratio rather than converted. Not in our reporter set: Russia (43% of China's 2024 exports), Taiwan (2% of China's 2024 exports), Vietnam (1% of China's 2024 exports), Argentina (1% of China's 2024 exports), Nigeria (1% of China's 2024 exports), United Arab Emirates (1% of China's 2024 exports) — national customs portals, not Chinese hosts; each is a route that can be wired.

Source: CEPII BACI HS22 2024 (reconciled from UN Comtrade annual; CIF/FOB harmonised). Annual and one to two years behind — structure, not a current figure; never summed with the monthly rows above. Includes Taiwan (BACI 490), which no monthly artifact here carries.

Largest single dependence: Norway supplies 18% of EU imports, of which €287.3m lands in Netherlands.

Source: Eurostat Comext monthly bulk, CN8 × partner × declarant (10 CN8 codes: 26060000, 28182000, 281820XX, 76011010, 76011090, 760110XX …). Values in EUR, declarant-side — a different basis from the USD/HS6 figures elsewhere on this page. Not summable with them.

Reserves cover ~66 years of current mine output. Reserves 2025 ÷ mine production 2025, both USGS. A reserve is what is economic to extract at today’s price and technology, so this is a stress indicator, not a countdown to exhaustion.

• US stocks (2025)240 thousand metric dry tons
• US net import reliance (2025)75%

Source: USGS Mineral Commodity Summaries 2026 (public domain). Production and reserves are world shares of the USGS-published world total. Stocks, price and net import reliance are United States salient series — never world figures. Reserves are a single-year snapshot; USGS does not restate history, so a reserves trend needs each year’s file archived separately.

Economy at stake: a cut-off by BR would take $6M off US GDP (USGS puts that scenario at 4% probability; weighted, $0M). Alumina, USGS Open-File Report 2025-1047 input-output model over 402 US industries, 2023 dollars. US economy only and a model estimate, not an observation. Source.

Source: China Data Portal (chinadata.live), an independent third-party republisher of GACC customs data — not primary GACC, methodology not disclosed by the operator. Cross-validated once against our own BACI 2024 extraction; treat as directionally reliable, not audited. Never summed with the flows or totals below.

National totals — there is no partner dimension in these tables. This is what China imported or exported in total on each line, never to or from whom, so these figures cannot be combined with the bilateral flows above.