Carbon companies are affected by electrolytic aluminum power cuts
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Shanghai Nonferrous Metals Co., Ltd. on October 29th, China's domestic aluminum province, Henan Province, is in the first-level warning area for energy conservation and emission reduction, and the task of energy conservation and emission reduction is arduous. In order to ensure the realization of energy-saving and emission reduction targets this year, high-energy electrolytic aluminum enterprises have become targets of power cuts. At present, the local government has restricted the re-issuance of electricity, and has severely restricted the production of major aluminum plants in Henan. It is understood that Henan electrolytic aluminum enterprises are required to reduce the production range to 2 / 3 to 1/2, and the aluminum plant has also begun to actively cooperate with energy-saving emission reduction work, adjust production plans to reduce production. Henan'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 production capacity of more than 2 million tons / year (about 10% of the country's total capacity). The downstream aluminum plant has a large area of ​​limited production and upstream carbon enterprises are operating normally, and some enterprises are caught in the dilemma of production reduction and production suspension.
By communicating with a person in charge of a carbon company in Henan, the company was originally fully loaded every month, and orders have been placed until the beginning of next year, but since September, the downstream electrolytic aluminum plant has been ordered by the government to limit production, prebaked anodes. The demand has also decreased. The company's output this month has dropped 20-30% from the previous month. The original busy factory is now a bit deserted. In addition, some carbon manufacturers in Sanmenxia and Gongyi have now completely entered the stage of production suspension. The main reason is that the reduction in downstream purchases has resulted in serious inventory backlogs, which can only shut down production equipment and thus reduce costs.
Shanghai Nonferrous Metals estimates that according to the current production reduction plan, it is estimated that the output of electrolytic aluminum in Henan will reach 400,000 tons/year due to energy conservation and emission reduction, and it will continue to expand. This impact on the upstream carbon companies can not be underestimated, can only helplessly choose to stop production, reduce production.