Yunnan Likely To Issue Specific Power Load Distribution Notice To Local Aluminium Smelters, Bringing Hope To Partial Restarts Of Nearly 2 Million Mt Of Idled Capacity

Published: Jun 14, 2023 13:11

Source: SMM

Save

SHANGHAI, Jun 14 (SMM) – With the increase in rainfalls, hydropower generation in Yunnan has picked up in June.

SHANGHAI, Jun 14 (SMM) – With the increase in rainfalls, hydropower generation in Yunnan has picked up in June. It is expected that the government of Yunnan will issue specific power load distribution notice to local aluminium smelters on June 15. As of June 12, installed aluminium capacity in Yunnan stood at close to 5.6 million mt (including 400,000 mt to be transferred), while operating capacity was about 3.26 million mt, with roughly 2 million mt of capacity being idled. If power supply continues to recover, roughly 85% of local idled aluminium capacity may be restarted. However, considering the low flexibility of aluminium production restarts and brief period of rainy season, there could be uncertainties on the amount of capacity that is actually restarted. Anyway, expectations for aluminium production resumptions in Yunnan have alleviated alumina sellers’ pessimism and slowed decline in alumina prices.

Market review

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

Feb 15, 2026 19:59

Domestic Port Bauxite Inventory Decreases by 0.68 Million MT

【SMM Port Inventory of Imported Bauxite】According to SMM's statistics on February 13, the total bauxite inventory at ten domestic ports decreased by 0.68 million mt from the previous week.

Feb 15, 2026 19:59

Feb 14, 2026 20:23

Baota Mountain Converter Station's AC System Energized, Marking Key Milestone in UHV Project

On February 5, the AC system of the Baota Mountain Converter Station, the sending - end station of the ±800 kV North Shaanxi - Anhui UHV DC power transmission project, was successfully energized for the first time. This marks that the AC system of the converter station has entered the startup commissioning stage, and the entire AC system of the project is expected to be put into operation before the Spring Festival. It is reported that the rated voltage of the North Shaanxi - Anhui UHV project is ±800 kV, with a rated capacity of 8 million kilowatts, and a dynamic investment of 20.5 billion yuan. The project starts from the Baota Mountain Converter Station in Yan'an City, Shaanxi Province, and ends at the Hezhou Converter Station in Hefei City, Anhui Province. It passes through three provi

Feb 14, 2026 20:23

Feb 14, 2026 09:19

SMM Chinese New Year Holiday Price Update Notice

As the Chinese New Year holiday is around the corner, Shanghai Metals Market (SMM) hereby informs you of our metal price update arrangement during the holiday period to ensure you can make proper arrangements for your work and business.

Feb 14, 2026 09:19