Yunnan’s hydro-powered aluminium or hydro-cut aluminium?
*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
- How are Yunnan aluminium smelters affected?
- Increased hydropower generation, but more than 40% of the power generated is exported to other provinces.
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What’s next?
- Restarts of the existing capacity
- Impediments to new aluminium capacity
- Does Yunnan have enough hydropower for aluminium projects?
Tables and charts
This report includes the following images and tables:
- Nearly 40% of Yunnan’s capacity was suspended after two consecutive production cuts, ktpa
- Power export transmission accounts for more than 40% of Yunnan's power generation
- Growth of Yunnan hydropower supply will stagnate after the commissioning of the Baihetan project
- The cumulative power generation growth since 2022 in Yunnan
- Yunnan aluminium capacity and projects, ktpa
What's included
This report contains:
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