[BLOOMBERG] “The outcome of the coup attempt is unclear, but the political turmoil offers a test for this relatively new supply chain. Investors need to mull a range of possibilities, from a relatively peaceful power transfer in Conakry that preserves the bauxite status quo, to more disruptive scenarios that curb shipments.
Any disruptions would mean higher raw material prices, raising costs for China’s aluminum sector that’s already under pressure from increasing power prices and a government crackdown on polluting industries.”