Insight
How does the aluminium industry fit in a carbon neutral China?
Report summary
President Xi Jinping announced to the 2020 UN General Assembly that China will aim to hit peak carbon emissions before 2030 and carbon neutrality by 2060. In 2020, Chinese aluminium smelters consumed around 9.5% of domestic coal-fired electricity. In this insight, we discuss how will the energy-intensive aluminium industry be impacted by China’s carbon neutrality ambitions in the short and long term.
Table of contents
- What role does coal-fired power play in Chinese aluminium smelters?
- China has a clear stance on decreasing energy consumption, promoting renewables and moving away from coal
- China is developing a new power generation mix
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What next?
- Impact on the existing smelting capacity
- Impact on new capacity
Tables and charts
This report includes 5 images and tables including:
- Coal-fired power in Chinese aluminium smelters
- China total primary energy demand (Mtce) breakdown by fuel
- China new-build power generation cost, including capex and opex
- China MEE benchmark carbon emissions
- Chinese aluminium cash cost – self-generated power scenario and purchased power scenario
What's included
This report contains:
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