Insight
Yunnan’s hydro-powered aluminium or hydro-cut aluminium?
Report summary
Yunnan relies on hydroelectric plants to generate more than 80% of the province's electricity. In recent years, aluminium smelters in the province have experienced significant disruptions due to local hydropower shortages, including the initial delay in commissioning and even the closure of electrolytic cells. The question then is what is the impact of cuts and does Yunnan have enough hydropower to cater to the massive aluminium capacity in the future?
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 5 images and tables including:
- 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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