Talum 대변인은 회사가 고철 알루미늄을 용해로에 공급하고 있으며 이는 공장이 연간 약 11만 톤의 알루미늄 제품을 생산하고 있음을 의미한다고 말했습니다. 그들은 녹색 기술을 위해 알루미늄이 필요하며 유럽 생산이 중단될 수밖에 없는 상황은 “황당하다”고 말했습니다. 러시아를 제외하고 유럽은 작년에 전 세계에서 생산된 알루미늄 6700만 톤 중 400만 톤을 조금 넘게 생산했다고 국제 알루미늄 협회(IAI)와 맥쿼리 데이터가 보여줍니다. 2021년 이후 약 100만 톤의 유럽 용량이 오프라인으로 전환되었으며 또 다른 50만 톤이 위협받고 있다고 시티의 분석가들은 말합니다. L8N3004입니다JF Norsk 하이드로 NHY입니다.OL은 지난 주 슬로바키아의 연간 175,000톤 규모의 제련소에서 9월 말까지 모든 생산을 중단하겠다고 밝히면서 가장 최근이 되었습니다. 생산량 감소는 운송, 포장 및 건설 산업에서 알루미늄을 사용하는 유럽 소비자들에게 더 큰 적자와 더 높은 가격을 의미해야 합니다. googletag.cmd.push(function() {googletag.display(‘js-dfp-tag-RrE’); };
하지만 유럽은 올해 경기 침체에 빠져 수요가 줄어들 것으로 예상되며, 중국 제련소는 생산을 늘려 유럽의 손실을 상쇄했습니다. 런던금속거래소(LME)의 알루미늄 CMAL3 가격은 톤당 약 2,400달러로 3월의 최고가에서 40% 하락했습니다. (피터 홉슨 보도, 커스틴 도노반 편집) (Peter.hobson@tr.com)
By Peter Hobson
LONDON, Aug 25 (Reuters) – Slovenia’s Talum TLBR.LJ has cut production of primary aluminium to around 20% of its smelter capacity, a spokesperson said, joining other European firms forced to reduce output by sky-high energy costs.
Smelting aluminium is extremely energy intensive and power prices in Europe have increased up to tenfold since the start of 2021, making production at some sites unviable. TRDEBMc1, TRFRBMc1, FVBMc1
“We are reducing primary production and are currently at approximately 20% capacity,” the Talum spokesperson said in an email.
Talum can produce 84,000 tonnes of primary aluminium a year but had already reduced production by 50%, according to analysts at Macquarie.
The Talum spokesperson said the company was also feeding scrap aluminium into its melting furnaces and this meant the plant was producing around 110,000 tonnes of aluminium products a year.
They said aluminium was needed for green technology and the situation in which European production is forced to close is “absurd”.
Not counting Russia, Europe produced a little over 4 million tonnes of the 67 million tonnes of aluminium made worldwide last year, International Aluminium Institute (IAI) and Macquarie data show.
Around 1 million tonnes of European capacity has been taken offline since 2021 and another 500,000 tonnes is under threat, analysts at Citi say. L8N3004JF
Norsk Hydro NHY.OL last week became the latest, saying it would stop all production at a 175,000 tonne a year smelter in Slovakia by the end of September.
Production cuts should mean larger deficits and higher prices for European consumers who use aluminium in the transport, packaging and construction industries.
But Europe is expected to tip into recession this year, reducing demand, and Chinese smelters have ramped up production, offsetting European losses.
Aluminium CMAL3 on the London Metal Exchange (LME) costs around $2,400 a tonne, down 40% from a peak in March.
(Reporting by Peter Hobson; Editing by Kirsten Donovan)
((Peter.hobson@tr.com))