Summary of impact of power restriction policy on aluminum industry by Region

Yunnan Province

On September 11, Yunnan Provincial Development and Reform Commission issued the notice on resolutely doing a good job in the work related to dual control of energy consumption, requiring to strengthen the production control of key industries, including ensuring that the average monthly output of green aluminum enterprises from September to December is not higher than that in August. If implemented according to the current policy and converted according to the electrolytic aluminum output of Yunnan Province in August of 236000 tons, the starting capacity of electrolytic aluminum in Yunnan Province will be maintained at 2.78 million tons, with a total annual output of 3.22 million tons.

Xinjiang Autonomous Region

On August 25, the development and Reform Commission of Changji Prefecture, Xinjiang issued the reminder letter on strict control of electrolytic aluminum production capacity, which clearly stated that Changji Prefecture's compliant electrolytic aluminum production capacity was 3.05 million tons, including 800000 tons of Dongfang hope, 800000 tons of Shenhuo, 800000 tons of Qiya, 400000 tons of Jiarun and 250000 tons of Tianlong mining. According to the dispatching data of electrolytic aluminum from January to July this year, the total output of electrolytic aluminum in Changji Prefecture from January to July was 1.8511 million tons. According to the production requirements of compliant capacity, since August, the total monthly output of five enterprises in the region shall not exceed 238000 tons.

Qinghai Province

On August 20, some electrolytic aluminum enterprises in Qinghai Province received the power restriction early warning notice from the State Grid Xining, which mentioned that the power supply and demand of Xining Power Grid was unbalanced due to the low water inflow from the upper reaches of the Yellow River this year, the insufficient output of thermal power generating units and the shortage of outgoing power, reminding enterprises to make preparations for orderly power consumption in advance. At present, the specific power restriction time and power restriction scheme have not been notified. At present, the total capacity of electrolytic aluminum in Qinghai is 2.83 million tons / year, of which Xining electrolytic aluminum has a capacity of 2.31 million tons / year. Except for the 240000 tons / year capacity of Qinghai Haiyuan lvneng Aluminum Co., Ltd. (formerly Qinghai Xinheng), it is operating at full capacity.

Inner Mongolia Autonomous Region

On August 31, Inner Mongolia issued a document: report on orderly power consumption decomposition index of Inner Mongolia power grid in August 2021. It is pointed out that the power balance situation of Inner Mongolia power grid is still severe in 2021, and the power gap will continue until the end of the year. Moreover, it is recommended to limit the load with orderly voltage from August to December. As of August 2021, 417000 T / a electrolytic aluminum production capacity in Inner Mongolia has been reduced due to the influence of energy consumption double control and carbon emission reduction policies, and there is no sign of resumption of production.

Guangdong Province

Guangdong Power Grid Corporation issued a notice: according to the orderly power consumption scheme approved by the district government, the five-level orderly power consumption scheme of "opening, closing and five" every week will be implemented from September 16. On the peak shifting day, the security load shall be kept below 15% of the total load. Peak shifting time: 7:00 to 23:00. According to the understanding of chinalco.com on September 23, according to the requirements of the notice on staggered peak power consumption for high energy consuming enterprises issued by Dongguan development and Reform Bureau, the industrial production load power consumption will be stopped from September 22 to 26, 2021. Ordinary enterprises will lose power for four days this week, and high energy consuming enterprises will lose power for a week. In some areas of Foshan, September 22, 23 and 24 (Wednesday to Friday) are peak shifting power days. Production power is stopped from 8:00 a.m. to 7:00 p.m., and only office, production and domestic power is reserved.

Guangxi Autonomous Region

Guangxi Department of industry and information technology issued documents to the power grids in each jurisdiction, and the power grid enterprises issued the production restriction requirements to the enterprises, requiring the electrolytic aluminum enterprises in the region to reduce the monthly power load by 35% in the whole period based on the average monthly power load from January to June from September.

Yulin, Shaanxi

On September 13, the development and Reform Commission of Yulin City, Shaanxi Province issued a notice on ensuring the completion of the dual control target task of energy consumption in 2021, requiring that the newly built "two high" projects shall not be put into production, and the newly built and put into operation "two high" projects this year shall be limited by 60% based on the output of last month. Other "two high" enterprises implemented measures such as reducing the operating load of the production line, shutting down the submerged arc furnace and limiting the production to ensure that the production was limited by 50% in September. According to statistics, the electrolytic aluminum production capacity in Yulin, Shaanxi Province is 600000 tons, and the operating capacity is reduced by 300000 tons by 50%. Regulation time: September 2021 - December 2021.

Guizhou Province

On September 10, the Energy Bureau of Guizhou Province issued the orderly power consumption plan of Guizhou Province in 2021. In order to ensure the operation of local power grid and healthy economic and social development, early warning was carried out according to the scale of power gap in the province, including dividend, orange, yellow and blue. In case of different levels of early warning, start the corresponding level of response. When there is a gap in power supply in the province and it is necessary to start the implementation of orderly power consumption, it shall be reported to and approved by the provincial people's Government before implementation. Power grid enterprises shall reasonably arrange the wrong and peak avoiding production of relevant enterprises according to the early warning response level and the sequence table of orderly power consumption response enterprises, and in combination with the actual situation. Guizhou's five electrolytic aluminum plants are among them, with a total built capacity of 1.36 million tons and a total operating capacity of 1.3 million tons, accounting for 3.36% of the national operating capacity. Unlike other provinces, the scheme issued by Guizhou Province is not a power and production restriction implemented due to dual control of energy consumption, but an early warning measure based on the possible shortage of power resources.

Jiangsu Province

Power rationing will be implemented in some areas of Jiangsu for a tentative period of 15 days from 0:00 on September 15. The city has uniformly arranged the power supply department to do a good job in power outage service. The notice requires to pull the power: the industrial power is pulled off, the domestic power is retained, the power is maintained, and the security load is reduced. Unified maintenance for half a month, the office air conditioner is out of service, and the street lamp control is halved.

Tianjin

Tianjin Municipal Bureau of industry and information technology agrees that State Grid Tianjin electric power company will start the power balance measures from September 23 to 30, 2021, and start the demand response and orderly power consumption according to the actual power gap according to the principle of "giving priority to demand response and ensuring the minimum orderly power consumption".

Anhui Province

The office of Anhui provincial energy supply and Protection Working Group issued the emergency notice on orderly power consumption. Recently, due to the continuous shortage of power coal and the abnormal frequency of units in the province, there will be a power supply and demand gap in the province. On September 22, it is expected that the maximum power load in the province will be 36 million KW, and there will be a gap of about 2.5 million in the balance of power supply and demand, so the supply and demand situation is very tight. In order to ensure the smooth operation of the provincial power grid and reliable power supply, it is decided to start the provincial orderly power consumption scheme from September 22.

Shandong Province

Rizhao City issued the emergency warning notice on orderly power consumption. There is a power consumption gap of 100000-200000 kW, mainly from 15:00 to 24:00, and the power shortage may last until the end of September. In order to maintain the normal power supply and consumption order of the whole society, organize enterprises to do a good job in orderly power consumption and ensure the completion of the load voltage limit index. If some districts, counties and enterprises fail to implement orderly power consumption, in order to ensure the stability of the power grid, measures will be taken to terminate the power supply or pull the regional power grid as appropriate.

Zaozhuang Energy Bureau issued the notice on cooperating with orderly power use, saying that there has been a gap in power supply in Shandong Province recently. In order to maintain the normal power supply and consumption order and ensure the smooth operation of power grid and reliable power supply, it is necessary to give priority to demand response and ensure the minimum orderly power use.