SMM Analysis: Impact of "Guidance on Equipment Renewal" on Aluminum Industry, Focusing on 200KA Electrolysis Cell Elimination

Published: Sep 26, 2024 17:25

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[SMM Analysis: Interpretation of Aluminum Industry Related to the "Guidance on Equipment Renewal and Technological Transformation in Key Industrial Sectors"] SMM News on September 26: In the recently released "Guidance", it is noteworthy that the elimination of pre-baked anode electrolysis cells below 200KA is mentioned. The guidance does not provide more detailed information on whether 200KA is included or not. For the time being, let's assume that 200KA electrolysis cells are included in the scope for demonstration. According to SMM data, the current domestic production capacity of electrolytic aluminum is approximately 45.37 million tons, of which the capacity of 200KA and below accounts for approximately...

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