Insight
It’s déjà vu as China experiences more aluminium smelting power shortages
Report summary
After experiencing unprecedented power constraints and capacity suspensions in 2021, China is again plagued by power shortages. Since July, Sichuan’s worst heatwave in 60 years and a severe drop in rainfall have resulted in an imbalance between power supply and demand. To ensure adequate power supply for residential use, the local government expanded the list of companies that need to suspend part of their operations from 15 August. The list includes all aluminium smelters in the province.
Table of contents
-
China’s aluminium smelting power shortages
- How are aluminium smelters in Sichuan province affected?
- Will capacity come back online after power shortages ease?
- Will power shortages spread to other provinces?
- How much will power shortages in Sichuan affect aluminium supply?
- Beyond power shortages
Tables and charts
This report includes 3 images and tables including:
- Aluminium smelters in Sichuan province and nameplate capacity
- Aluminium smelting capacity impacted by the power crunch in Sichuan (ktpa)
- China’s aluminium production forecast (Mt)
What's included
This report contains:
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