节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


美国领先的生产商美铝(Alcoa)宣布,将永久关闭其位于西澳大利亚州、年产量220万吨的奎纳纳(Kwinana)氧化铝精炼厂。这一决定是在市场波动以及运营挑战不断加剧的情况下做出的。2024年7月,美铝最初暂停了该工厂的生产,经过深思熟虑后,公司确认该工厂不会重新开工。

美铝的奎纳纳精炼厂已运营数十年,一直面临运营成本高、基础设施老化以及所加工铝土品位相关的难题。这些因素综合起来,导致该工厂在经济上不具备可行性。据美铝澳大利亚公司总裁埃尔萨贝·米勒(Elsabe Muller)称,关闭将是一个渐进的过程,但退役的具体时间表尚未公布。

奎纳纳精炼厂的关闭标志着氧化铝市场发生重大转变,该市场本就面临全球供应压力。在关闭之前,奎纳纳工厂每年消耗约22万吨烧碱,约占澳大利亚烧碱进口总量的...

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