Electricity-limited materials lead to a decline in China's alumina and aluminum fluoride production

The scope and impact of power cuts in Henan have expanded. The main alumina enterprises have suffered from the impact of external grid power cuts and caustic soda tension, and the output has declined. Aladdin’s statistics include the relative output of Oriental Hope, Chinalco Henan, and Chinalco Zhongzhou in November. The reduction of at least 60,000 tons; the tight supply of alumina in the stage is difficult to be alleviated by the reduction of electrolytic aluminum production, the price increase expectations and the facts continue to support the steady rise in alumina prices, the fact that the spot 2800 yuan transaction appeared, alumina companies began to strengthen this bottom line price. At present, the price of domestically produced alumina in the Chinese market is 2800-2840 yuan, and the duty-paid price of imported alumina plates in the port is 2900-2950 yuan. The domestic spot transaction weighted price was 2786.7 yuan.

Also affected by Henan's power cuts, domestic aluminum fluoride production declined. It is reported that the production enterprises located in Jiaozuo have been required to cut production by 1/3 due to power cuts, including the largest aluminum fluoride producer in China--Double-Fluorine Chemical Co., Ltd. . Affected by this, the price increase of dry process aluminum fluoride in Southwest, Northwest, Shandong, Henan and other places accelerated. At present, the price of some regions has risen to 8,000-8500 yuan, up nearly 18% from the previous month's price of 6600-7000 yuan.

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