China’s aluminium industry has embarked on a green long march, moving millions of tonnes of production from the northern coal country, its stronghold for seven decades, to pockets of the south and west rich in renewable energy.
The country’s output of electrolytic aluminium, the sector’s main product, reached 43.8mn tonnes in 2024, accounting for about 60 per cent of the world’s total production, according to local industry data.
However, following a spree of relocations in recent years, 13mn tonnes of that capacity — about 30 per cent — now comes from new smelters in areas with clean energy and low-development costs in Yunnan, Sichuan, Xinjiang and Inner Mongolia.
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