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


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

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?

This report includes 1 file(s)

  • China's aluminium smelters feel the impact of coal price fluctuations PDF - 339.89 KB 5 Pages, 0 Tables, 7 Figures

Description

This Metals Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

For industry participants and advisors who want to look at the trends, risks and issues surrounding this topic, this report gives you an expert point of view to help inform your decision making.

Our analysts are based in the markets they analyse and work with high-quality proprietary data to provide consistent and reliable insight.

We provide unique in-depth analysis of the metals supply industry so you can make confident strategic decisions.

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

In this report there are 7 tables or charts, including:

  • Executive summary
  • Improving efficiency through modernisation
  • Wood Mackenzie power generation model
    • Methodology diagram of self-generation cost modelling
  • Power plant technology and their location
    • 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
  • Cost sensitivity to coal price fluctuations
    • 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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