Henan will increase energy conservation and emission reduction, and the output of electrolytic aluminum will be reduced by more than 50%.

In order to complete the “Eleventh Five-Year Plan” energy conservation and emission reduction tasks, Henan Province has once again increased the power-limiting measures for high-energy-consuming enterprises in the province, and local electrolytic aluminum production has reduced production by more than 50%.

Shanghai Nonferrous Metals Network October 28 news, near the end of October, in order to complete the "Eleventh Five-Year" energy-saving emission reduction tasks, Henan Province once again increased the province's high-energy-consuming enterprises to cut power restrictions. According to Shanghai Nonferrous Metals, the production capacity of local electrolytic aluminum production has increased significantly compared with the previous period, and most enterprises have shut down production capacity by more than 50%.

At the beginning of October, Henan Province reported that the local government required electrolytic aluminum companies to reduce production by 180,000 tons in the next three months. The simple calculation involved a production capacity of about 720,000 tons/year. In the middle of the year, Jiaozuo Wanfang Aluminum announced that it announced a production reduction of 140,000 tons/year. It is understood that the local power limit has a further upgrade trend, the government requires enterprises to reduce production by about 1/3, the expected shutdown capacity will exceed 1 million tons / year, is expected to affect the output of more than 200,000 tons.

According to the latest understanding of Shanghai Nonferrous Metals, the pressure on Henan electrolytic aluminum production is further increased, and the company is required to reduce production to 2/3 to 1/2, and the aluminum plant has begun to actively cooperate with energy saving and emission reduction limits. Work on electricity, adjust production plans and implement production cuts. Henan Province's electrolytic aluminum production capacity in the third quarter is about 4 million tons / year, and according to the latest production reduction plan is expected to affect the production capacity of more than 2 million tons / year (about 10% of the country's total capacity), Henan's annual energy-saving emissions Production is expected to exceed 400,000 tons.

At the same time, judging from the current situation of energy saving and emission reduction, the probability of easing the voltage limit before the end of the year is small, and it is not possible to further increase the possibility. Shanghai Nonferrous Metals believes that with the completion of the “Eleventh Five-Year” energy conservation and emission reduction tasks, if the electrolytic aluminum production can still maintain profitability by then, the aluminum plant is expected to resume production by the end of the year. Considering that the reduction in production is large, the time for resumption of production will be longer. It is expected that the output of electrolytic aluminum in Henan Province will recover slightly after the Spring Festival. In the meantime, the resumption of electrolytic aluminum will consume a large amount of aluminum water, which will further reduce the local aluminum production. From the perspective of electrolytic aluminum supply, January next year will be the low point of Henan aluminum production.

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