New aluminium capacity brings additional requirements for the carbon materials needed to support production. Announced smelter capacity alone does not explain how those requirements will be met.
This specialist study examines purchased anodes and the calcined petroleum coke and green petroleum coke constraints behind new aluminium capacity, including China and Sunstone. It considers the implications of anode availability and supplier qualification for the wider aluminium supply chain.
The central question is straightforward: where will the required carbon come from?
