Carbon pricing: A game-changer for China’s aluminium industry?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- China aims to incorporate carbon emissions from aluminium production into its national Emissions Trading System (ETS)
- Aluminium industry not surprised
- How will the national ETS operate within the aluminium sector?
- Which emissions will likely fall under the scheme’s coverage?
- How significantly will carbon pricing impact operating costs?
- Carbon pricing will alter the long-term competitive landscape
- A positive step forward: empowering smelters with options and incentives
Tables and charts
This report includes the following images and tables:
- Two common methods to determine the number of allowances
- Anticipated carbon emissions boundary to be included in the national ETS (Highlighted in the red box)
- Impact of carbon pricing on China cash cost C1
- Impact of carbon pricing on cost competitiveness of aluminium-producing provinces
- Proportions of non-fossil power generation capacity within provincial regions (2023) and aluminium smelting carbon intensity (Scope 1&2)
- Total carbon emissions and intensity of aluminium smelting by country (Scope 1&2)
What's included
This report contains:
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