0086 13635632360

Electrophoresis coating aluminium profile
Home /

News

/The impact of the 2019 new environmental regulations on the aluminum industry

Product Categories

Hot Products

The impact of the 2019 new environmental regulations on the aluminum industry

2019-09-19

According to the 2019 emergency emission reduction measures, the author believes that environmental protection has not weakened in 2019, and it will affect production in an irregular period in autumn and winter. Environmental protection will have more frequent interventions in production, so the future will be especially needed in September and December. Taking into account the impact of environmental protection on supply, during this period, aluminum prices will increase volatility due to environmental factors, and aluminum prices may have a wave in October.In terms of alumina, alumina prices have basically bottomed out. According to statistics, it is difficult for alumina plants to lose money for a long time. In 2019, there is a small excess of alumina, but if the impact of heavy pollution on production is taken into account, it is likely that excess alumina will shrink or not. This is a positive factor for alumina prices. At the same time, with the revision of the emergency plan for heavy pollution weather this year, the environmental protection requirements for aluminum enterprises are getting higher and higher, and aluminum enterprises, especially alumina enterprises, face some challenges.

In terms of electrolytic aluminum, there was a shortage of electrolytic aluminum in the first half of 2019, and the inventory was quickly removed. In the second half of 2019, electrolytic aluminum will still be in short supply, and inventory will continue to decline. The inventory quantity is conservatively estimated to be less than 800,000 tons. From the perspective of the balance of supply and demand throughout the year, electrolytic aluminum is expected to be short of 1 million to 1.25 million tons. In the case of alumina near the bottom, the impact of cost collapse on the price of electrolytic aluminum will become smaller. In the context of supply shortages, electrolytic aluminum plants have a rising demand for profits, supporting the price of electrolytic aluminum to strengthen.