Bauxite Supply-Chain Monitor
Global aluminum smelters source 75% of their bauxite from Guinea, Indonesia, and Australia. This monitor follows the political-risk, infrastructure, and trade events shaping those three regions — sized for a conglomerate Group Risk team. Other demos →
- Volume
122 structured events and 30 story clusters across GIN + IDN + AUS, 2026-05-15 → 2026-05-21. - Casualties
No fatal incidents recorded in the window — narrative dominated by political and infrastructure events, not direct kinetic exchanges. - Macro context
LME Aluminum Spot +7.4% over the window (now 2589.0 USD/tonne). Move is consistent with elevated risk premium.
Three-country panel · sourcing risk
Geographic picture
Legend · circles = events (size = magnitude, color = Goldstein severity) · diamonds = story clusters (size = article count) · click any marker for detail.
LME aluminum spot · 30-day trend
Source: Alpha Vantage via GDELT Cloud MCP macro_finance proxy.
What changed this week · structured events by sourcing country
- sig 0.29POLITICALHost a visit2026-05-15 · GuineaECOWAS Court of Justice holds offsite hearings in Conakry with seven casesECOWAS Court of JusticeGoldstein2.8Mag5.0Propagation10%Systemic40%
- sig 0.14CORPORATECapital Allocation Event2026-05-16 · KenyaProparco invests $2 million in Cauridor to expand in AfricaProparco (France)→Cauridor (Guinea)Mag1.0Propagation30%Mkt sens10%Systemic20%
- sig 0.54POLITICALSign formal agreement / official inauguration ceremony2026-05-16 · IndonesiaPrabowo inaugurates 166 SPPG units in 18 provinces for MBG programPresident Prabowo Subianto (Indonesia)→Satuan Pelayanan Pemenuhan Gizi (SPPG) / MBG program (Indonesia)Goldstein8.0Mag8.0Propagation20%Mkt sens30%Systemic50%
- sig 0.54POLITICALSign formal agreement / formal launch2026-05-16 · IndonesiaPresident Prabowo inaugurates 1,061 Desa and Kelurahan cooperatives in IndonesiaIndonesia (Indonesia)Goldstein8.0Mag8.0Propagation20%Mkt sens35%Systemic42%
- sig 0.52POLITICALSign formal agreement2026-05-17 · BelarusIndonesia and Belarus strengthen cooperation ahead of President Lukashenko visitIndonesia (Indonesia)→Belarus (Belarus)Goldstein8.0Mag8.0Propagation20%Mkt sens30%Systemic40%
- sig 0.52POLITICALEngage in negotiation2026-05-15 · BelarusIndonesia and Belarus explore industrial, trade and food cooperationIndonesia (Indonesia)→Belarus (Belarus)Goldstein7.0Mag7.0Propagation30%Mkt sens40%Systemic50%
- sig 0.52POLITICALProvide economic aid2026-05-18 · IndonesiaPrabowo hands TNI new Rafale jets, missiles and A400M transport aircraftPresident Prabowo Subianto / Government of Indonesia (Indonesia)→Indonesian National Armed Forces (TNI) (Indonesia)Goldstein7.4Mag7.0Propagation20%Mkt sens20%Systemic60%
- sig 0.51POLITICALSign Formal Agreement2026-05-15 · AustraliaEducation union agrees Victorian teachers’ pay rises up to 32%Australian Education Union (Victorian branch) (Australia)→Victorian government (Australia)Goldstein8.0Mag8.0Propagation15%Mkt sens20%Systemic45%
- sig 0.49POLITICALSign formal agreement / passage of legislation2026-05-15 · AustraliaSurvivors Law passes in New South Wales, exposing abusers’ assets to victimsParliament of New South Wales (Australia)Goldstein8.0Mag8.0Propagation10%Mkt sens10%Systemic40%
- sig 0.48POLITICALCooperate economically2026-05-21 · FijiAustralia, New Zealand and Colombia launch Pacific drug task forceAustralia, New Zealand and Colombia (Australia)→Colombian National Police (Colombia)Goldstein6.4Mag7.0Propagation40%Mkt sens10%Systemic50%
- sig 0.45ECONOMICTrade Policy Action2026-05-18 · AustraliaUS and Australia sign $8.5 billion agreement for rare mineralsUnited States (United States)→Australia (Australia)Mag6.0Propagation70%Mkt sens90%Systemic80%
- sig 0.39POLITICALImpose administrative sanctions2026-05-15 · AustraliaAustralia’s NDIS reform to crack down on fraud and improve care for participantsAustralian Government (Australia)→National Disability Insurance Scheme providers (Australia)Goldstein-5.0Mag3.0Propagation20%Mkt sens30%Systemic70%
Top story clusters · article reach across all three countries
Story2026-05-21sig 0.10Atlantic Nickel invests $595M in Bahia underground mine1 articlescameoplus_corporatevia riotimesonline.com- Story2026-05-15sig 0.07Alcoa faces federal scrutiny over Willowdale mine clearing1 articlescameoplus_environmentvia brisbanetimes.com.au
Story2026-05-21sig 0.10Canada pledges $20 million to support aluminum processors1 articlescameoplus_economicvia miragenews.com
Story2026-05-15sig 0.07Aditya Aluminium expansion project in Odisha gets public hearing approval1 articlescameoplus_corporatevia deccanchronicle.com- Story2026-05-18sig 0.10Australian smelters seek more taxpayer funding to compete with China on antimony1 articlescameoplus_economicvia abc.net.au
Story2026-05-19sig 0.10Power Metallic announces Saudi Arabia expansion via joint venture with Amaar Mining1 articlescameoplus_corporatevia prnewswire.com- Story2026-05-20sig 0.10Indonesia mandates all mineral exports to go through special state firm1 articlescameoplus_economic
Story2026-05-21sig 0.10Quebec graphite mine advances as Canada highlights major resource projects1 articlescameoplus_infrastructurevia bnnbloomberg.ca
Story2026-05-21sig 0.10Strategic Reserve backs Arafura’s final investment decision1 articlescameoplus_economicvia miragenews.com
Commodity news · web research sidebar
Bauxite shipments from Guinea recovered 18% month-over-month after the transitional government relaxed export controls imposed earlier this year...
Indonesia's Ministry of Energy and Mineral Resources is preparing tax incentives for domestic aluminum smelters to capture more downstream value...
LME warehouses are holding aluminum at the lowest level since late 2024, with Hindalco Industries hinting at a 200kt annual capacity expansion at its Mahan smelter...