The Key to Aluminum’s Future Lies in Southwestern China
Yunnan province has doubled capacity but power supply is tight, and foreign rivals are only too keen to step in.
Aluminum ingots are piled high at a stockyard in Jiangsu province, China.
Photographer: Qilai Shen/Bloomberg
Welcome to Energy Daily, our guide to the energy and commodities powering the economy. Today, we look at China’s role in the global aluminum market. In oil, the majors are gearing up for earnings season; and in mining, Glencore’s pursuit of Teck Resources may be headed for a climax. To get Energy Daily sent to your inbox, sign up here.
What’s next for aluminum, used in everything from beer cans to airplane parts? The answer may well lie in the highlands of southwestern China.