Through careful analysis, we can know that the current curtailment policy will cause losses to the manufacturing industry. In particular, aluminum, as an indispensable material for new energy innovation and carbon neutral environment, will inevitably lead to a shortage of aluminum alloy resources due to a large power outage, which will further increase the cost of aluminum alloy raw materials. Then we briefly introduce the impact of purchase restrictions on aluminum alloys. Hope the content of this article can help you.
Electricity curtailment intensifies the rise in the cost of aluminum alloy raw materials
This round of electrolytic aluminum resources is in short supply or will become more serious
The future trend of electrolytic aluminum resources is worth tracking
In the manufacturing sub-sectors, aluminum smelting and steel smelting power consumption rank the top two. In the short term, power curtailment will have the greatest impact on the supply of these two industries; in the long term, under the "carbon neutral" trend, as the cost advantage of captive power plants gradually weakens, the proportion of aluminum smelting will continue to increase. The demand for electricity purchase in these two industries will actually increase, and the increase in electricity prices will also become the core factor restricting the supply of the industry.
First of all, the current round of power rationing is carried out simultaneously with industrial and residential electricity consumption, which means that the prosperity of industrial production itself is higher than that of the previous two power outages, and the demand for electricity itself is higher. Secondly, for industries with a high proportion of electricity consumption such as electrolytic aluminum, electricity curtailment will not only affect the supply, but will also increase production costs due to rising coal or electricity prices. At the same time, under the goal of carbon neutrality policy, the cost advantage of self-provided power plants in these industries over power purchases will no longer be, and the demand for power purchases will rise, further expanding the power supply and demand gap. Therefore, for the industry where the leading product is aluminum alloy products, the supply is limited and the production cost continues to rise, and the probability of corresponding industrial product prices rising in the future is increasing.
On the whole, with the tightening of the dual control policy and the approaching of the dry and hot season, supply-side constraints are expected to continue, and aluminum prices still tend to rise or fall. Regarding the cost of electrolytic aluminum resources in the future, it is worthy of our follow-up and attention. One is the continuity of electricity curtailment measures; the other is to pay attention to the carbon emissions trading price of the Shanghai Energy and Environment Exchange. The rising carbon price will also push up the market price of commodities. The third is to pay attention to the successive implementation of carbon neutral policies in various regions. For more information about the electrolytic aluminum production chain under the macro-control of power curtailment, you can always pay attention to Hongfuxin Precision Technology Co., Ltd., we always provide customers with the best solutions and first-class quality.
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