铝产能限制
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阿联酋环球铝业预计铜替代和产能限制将推动铝需求增长
Wen Hua Cai Jing· 2026-02-26 02:12
Group 1 - Emirates Global Aluminium (EGA) indicates a positive outlook for the aluminum market due to opportunities from China's production capacity limits and increased demand from manufacturers switching from copper to aluminum [1] - EGA's CEO Abdulnasser Bin Kalban expects global aluminum demand to exceed supply, citing a lack of new aluminum production facilities worldwide [1] - EGA plans to build its first primary aluminum plant in the U.S. in nearly 50 years, with total investment for the smelter in Oklahoma increasing from $4 billion to between $5 billion and $6 billion due to advanced EX technology being tested in the UAE [1] Group 2 - Century Aluminum will hold a 40% stake in the project, while EGA will retain the remaining 60%, with planned production capacity increased to 750,000 tons of aluminum per year [1] - EGA reported a 7% increase in core profits last year due to sales growth, but faced a $765 million loss due to Guinea's revocation of its local subsidiary GAC's bauxite mining license [1] - EGA is in ongoing discussions with Guinea authorities regarding the license revocation and has signed alternative bauxite supply agreements from Australia and Ghana, meeting over 70% of supply needs [2]