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Russia, the world's second-largest producer of electrolytic aluminum, accounts for 6% of the world's production capacity and 26% of the world's exports. The rise in energy prices in Europe has also led to a further reduction in local electrolytic aluminum production. LME aluminum stocks fell 9750 tons to 814275 tons on March 1. Analysts say energy costs are still leading to massive production cuts in overseas aluminium mills, supporting the operation of high aluminum prices.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
Nanshan Aluminum is the largest can exporter in China, with customers covering Pepsi, Cola, Budweiser and other international giants. The company's overseas alumina company is built in Indonesia, which is rich in bauxite resources and high ore quality.
Yunnan Aluminum Co., Ltd. provides green aluminum to intermediate processing enterprises, and the green aluminum produced by the company is indirectly supplied to Tesla.
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