China's electrolytic aluminium industry consumes high energy and emits a large amount of carbon, and it is a key control industry in the carbon neutral stage. In the context of carbon neutrality, the proportion of electrolytic aluminium using hydropower will increase, and the industry will gradually transfer to regions with hydropower advantages. At the same time, the development trend of new energy vehicles and photovoltaic industries has been further emphasized, which will continue to push up the demand for electrolytic aluminium.
At present, the relevant state departments of China have studied the "Implementation Plan for Carbon Peaking in the Nonferrous Metals Industry", and are soliciting opinions from industry associations and enterprises, and initially proposed that the nonferrous metal industry will strive to be the first to achieve carbon peaking by 2025, and strive to achieve carbon reduction by 40% by 2040. The electrolytic aluminium industry accounts for a large proportion of carbon emissions in the non-ferrous industry, facing a relatively higher pressure for energy conservation and emission reduction.