Group 1 - The core viewpoint of the articles highlights the recent supply disruptions in Guinea's bauxite mining, leading to a significant spike in alumina futures prices, with multiple contracts hitting the limit up [1] - Guinea's government has revoked mining licenses for several mines, including the Axis mine, which has a production capacity of approximately 40 million tons per year, causing immediate operational halts [1] - Despite the recent disruptions, Guinea's bauxite production was expected to increase by over 40 million tons this year, contributing to an overall surplus in bauxite supply [2] Group 2 - The alumina prices have been on a strong rebound, with the current market conditions shifting from oversupply to a tightening supply scenario due to maintenance and production cuts [1] - The price of Guinea's mainstream bauxite has dropped from $110 per ton at the beginning of the year to $70 per ton, indicating a significant decline prior to the recent government actions [2] - The uncertainty surrounding the government's actions raises concerns about the impact on new alumina production capacity and the resumption of previously curtailed production [2]