很多人低估能源门槛，印尼电解铝产业难题浮现，最大困扰并非煤炭

Core Viewpoint - The relocation of aluminum electrolysis production is more complex than it appears, with significant challenges related to energy consumption and the stability of electrical supply [1][3][19] Group 1: Energy Consumption and Requirements - Producing one ton of aluminum requires approximately 13,500 kWh of electricity, which can supply a typical household for five to six years [3][4] - The production line for aluminum electrolysis demands a highly stable electrical current, as any power interruption can lead to equipment failure and substantial repair costs [4][10] Group 2: Regional Challenges - Indonesia's fragmented electrical grid poses a significant challenge for aluminum production, as companies must either build their own power plants or face the risk of power outages [8][10] - The UAE relies on cheap natural gas for power, but its industrial structure is too singular to ensure stable electricity supply for aluminum production [11] - In contrast, regions like the U.S., India, and Brazil show more potential for aluminum production due to their stable electrical infrastructure and diverse industrial bases [13][14] Group 3: Industrial Infrastructure Importance - China's aluminum production accounts for 58% to 60% of global output, highlighting that resource availability alone cannot explain this dominance; a robust industrial electrical grid is crucial [16][19] - The complexity of the energy system and industrial infrastructure is often overlooked, yet it serves as a significant barrier to entry for new players in the aluminum sector [16][19] - A successful transition of the aluminum industry will depend on regions with well-developed electrical grids and supportive policies, rather than merely on resource availability [19]