公告说，电力系统故障发生在5时左右，马亚韦克省至比那尔德里奥省一带多个省份的电力供应中 断。目前，相关部门正在全力开展电力恢复工作。 受美国制裁影响，古巴长期以来难以进口燃料及维修严重老化的发电厂设备，全国电力供应紧张。 2024年10月以来，因电力设施故障、飓风侵袭等原因，古巴曾多次全国大停电。 新华社加拉加斯12月3日电（记者李子健）哈瓦那消息：古巴能源和矿业部3日在社交媒体发布公告 说，古巴西部地区国家电力系统当天发生故障，导致大范围停电。 ...

Investment Rating - The report maintains an "Increase" rating for the non-ferrous metals industry, indicating a positive outlook for the sector [6]. Core Insights - The rapid development of data centers in the United States is causing concerns over electricity supply, which presents investment opportunities in the aluminum sector [1]. - In 2024, U.S. electricity generation is projected to be approximately 42.5% of China's, with industrial electricity consumption accounting for 26% of total usage [1]. - The electricity consumption of data centers in the U.S. is expected to rise from 4% of total electricity usage in 2024 to 12% by 2030, indicating significant growth in demand [1]. - U.S. electrolytic aluminum production in 2024 is estimated at 670,000 tons, representing 0.9% of global production, and is significantly lower than the 3.67 million tons produced in 2000 [2][3]. - The electricity cost for producing aluminum in the U.S. is approximately 1.9 times higher than in China, which poses economic challenges for U.S. aluminum producers [3]. Summary by Sections Data Center Electricity Demand - The electricity consumption of data centers in the U.S. is projected to increase significantly, with an estimated 178 TWh in 2024 and 606 TWh by 2030, which will account for 41% of the increase in U.S. electricity demand from 2024 to 2030 [1][3]. U.S. Aluminum Production - The U.S. electrolytic aluminum production capacity is concentrated in a few plants, with total production expected to be 670,000 tons in 2024, a drastic decline from 3.67 million tons in 2000 due to rising electricity costs [2]. Investment Recommendations - The report recommends investing in companies such as Yun Aluminum, China Hongqiao, and Shenhuo Co., while keeping an eye on China Aluminum and Zhongfu Industrial, as the demand for aluminum is expected to rise due to data center growth [4].

Core Viewpoint - The Cuban power system experienced a nationwide blackout due to a sudden failure at the Antonio Guiteras thermoelectric plant, highlighting ongoing challenges in energy supply and infrastructure maintenance in Cuba [1] Group 1: Power Supply Issues - The blackout occurred on September 10 at 9:14 AM local time, affecting the entire national power system [1] - The Cuban Ministry of Energy and Mines announced that restoration efforts have begun following the outage [1] Group 2: Impact of Sanctions - Cuba has faced long-term difficulties in importing fuel and maintaining aging power plant equipment due to U.S. sanctions, contributing to tight electricity supply [1] - The country has experienced multiple nationwide blackouts since October 2024, attributed to equipment failures and hurricanes [1]

Core Insights - The electricity load in Zhejiang has reached a historical high of 126 million kilowatts, marking a significant increase in demand [1] - Since the beginning of summer, the maximum load in Jiangsu, Zhejiang, and Anhui provinces has set new records six times [1] - Several cities in Jiangsu, Anhui, and multiple districts in Zhejiang have initiated electricity-saving campaigns, including the suspension of "light shows" that serve only to showcase urban aesthetics [1]

Core Viewpoint - TSMC's CEO stated that there is no power shortage, but there is a tight supply situation [1] Group 1 - TSMC is currently facing supply constraints despite the assurance of no power shortages [1]