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 1 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 0.29POLITICAL043 · Host A Visit2026-05-15 · GuineaECOWAS Court of Justice holds offsite hearings in Conakry with seven casesECOWAS Court of JusticeGoldstein2.8Mag5.0Propagation10%Systemic40%
- sig 0.14CORPORATECO05 · Capital Allocation Event2026-05-16 · KenyaProparco invests $2 million in Cauridor to expand in AfricaProparco (France)→Cauridor (Guinea)Mag1.0Propagation30%Mkt sens10%Systemic20%
- sig 0.54POLITICAL057 · Sign 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 0.54BattlesAttack2026-05-21 · IndonesiaRebels attack in Indonesia's Papua kills eightWest Papua National Liberation Army (TPNPB) (Indonesia)→CiviliansGoldstein-9.0Mag0.0
- sig 0.54POLITICAL057 · Sign 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 0.52POLITICAL057 · Sign Formal Agreement2026-05-17 · BelarusIndonesia and Belarus strengthen cooperation ahead of President Lukashenko visitIndonesia (Indonesia)→Belarus (Belarus)Goldstein8.0Mag8.0Propagation20%Mkt sens30%Systemic40%
- sig 0.52POLITICAL046 · Engage in Negotiation2026-05-15 · BelarusIndonesia and Belarus explore industrial, trade and food cooperationIndonesia (Indonesia)→Belarus (Belarus)Goldstein7.0Mag7.0Propagation30%Mkt sens40%Systemic50%
- sig 0.51POLITICAL057 · Sign 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 0.49POLITICAL057 · Sign 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 0.48POLITICAL061 · Cooperate 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 0.45ECONOMICEC04 · Trade 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 0.39POLITICAL172 · Impose 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
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...