Chinese government is pushing all industrial sectors to decrease drastically pollution levels. Actions, from dust filters and on-line controls to activity shut-down, have been stressing all industrial sectors, including refractory industrial mineral producers.
From EU refractory industry point of view, there are two minerals strongly affected due to the European dependency in Chinese import. Those minerals, classified as ‘non critical’ but achieving criticism in terms of risk of supply, are bauxite and magnesite.
In a first step, refractory magnesites, like DBM and FM, as well as refractory grade bauxite and BFA are directly affected by Chinese lack of production with shortage and exorbitant prices. In a second step, the price of alumina-based specialties like tabular or calcined alumina or refractory cement, will suffer a significant increasing, opening a period of uncertainty.