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China's aluminium smelters feel the impact of coal price fluctuations

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Report summary

Wood Mackenzie estimates that a US$1/t rise in the price of coal in China results in a US$6-7/t increase in C1 cash cost at smelters with dedicated power plants running with purchase coal. Around 18 Mt of 2016 primary aluminium production in China – from a total of 31.8Mt – falls into this category.

What's included

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  • Document

    China's aluminium smelters feel the impact of coal price fluctuations

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Table of contents

  • Executive summary
  • Improving efficiency through modernisation
  • Wood Mackenzie power generation model
  • Power plant technology and their location
  • Cost sensitivity to coal price fluctuations

Tables and charts

This report includes 7 images and tables including:

Images

  • Methodology diagram of self-generation cost modelling
  • Plant capacity at Chinese smelters in 2010
  • Plant capacity at Chinese smelters in 2016
  • Average cell amperage at smelters in China by province
  • Captive power plant capacity by technology and province
  • Impact on Al cost for RMB100/t coal price change against plant technology
  • Global smelter cost curve by country before and after the increase in coal price

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