What makes the latest surge stand out is the backdrop, Guinea is in the middle of political turbulence, a tightening grip on mining rights by the junta, and rising unease among investors.
Export boom and China’s role
The export boom has several drivers, but China is at the center. Roughly 60 per cent of Guinea’s ore goes to Chinese buyers, and Beijing’s aluminium production was up about 4 per cent in the first five months of 2025, according to the sources. This is due to rebound in construction and manufacturing.