South32:莫桑比克Mozal电解铝厂的氧化铝供应暂时恢复,但危机仍存

金十财经
19 Dec 2024

【South32:莫桑比克Mozal电解铝厂的氧化铝供应暂时恢复,但危机仍存】金十期货12月19日讯, 2024年12月19日,South32就莫桑铝冶炼厂的最新情况发布公告称,Mozal电解铝厂的道路封锁情况已大幅缓解,公司恢复了从港口向冶炼厂运输氧化铝,并计划在未来几天重建氧化铝库存。然而,South32警告称,若12月23日莫桑比克宪法委员会公布选举结果后局势升级,仍可能对原材料运输和冶炼厂运营造成影响。为确保原材料供应和运营稳定,公司已降低电解槽电流强度。如运输持续受阻,公司可能不得不进一步削减生产,包括停运部分电解槽。同时,Worsley氧化铝厂对其原有的氧化铝供应或将对第三方市场开放。

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