China rolls out three-year energy, carbon reduction plan for aluminum and other key industries

The National Development and Reform Commission (NDRC) and four other government departments have jointly issued the "Notice on Launching a Three-Year Action Plan for Energy Saving and Carbon Reduction Retrofits in Key Industries.Asian Metal Copyright" Starting in 2026, the plan will implement targeted retrofits across nine energy-intensive industries over a three-year period, with primary aluminum listed as a priority.Asian Metal Copyright" Starting in 2026, the plan will implement targeted retrofits across nine energy-intensive industries over a three-year period, with primary aluminum listed as a priority.Asian Metal Copyright The three-year action plan sets clear targets for 2026–2028: comprehensively advancing energy-saving retrofits across China's electrolytic aluminum industry, accelerating the adoption of large-scale 500kA and above prebaked electrolytic cells, graphitized cathodes, and high-quality prebaked anodes, while phasing out old, high-energy-consumption small cells.Asian Metal Copyright As an indispensable and critical supporting material for aluminum production, aluminum-use carbon products--including prebaked anodes and cathode carbon blocks--are now aligning closely with downstream industrial policies.Asian Metal Copyright By the end of 2028, the proportion of benchmark energy-efficient production capacity in the electrolytic aluminum industry is expected to increase by 20 percentage points, with outdated and inefficient capacity largely eliminated.Asian Metal Copyright The entire sector is entering a critical window for process upgrades and energy efficiency improvements, ushering in a systematic reshaping of industry supply, demand, and development patterns.

The three-year action plan sets clear targets for 2026–2028: comprehensively advancing energy-saving retrofits across China's electrolytic aluminum industry, accelerating the adoption of large-scale 500kA and above prebaked electrolytic cells, graphitized cathodes, and high-quality prebaked anodes, while phasing out old, high-energy-consumption small cells. By the end of 2028, the proportion of benchmark energy-efficient production capacity in the electrolytic aluminum industry is expected to increase by 20 percentage points, with outdated and inefficient capacity largely eliminated.

.Asian Metal Copyright By the end of 2028, the proportion of benchmark energy-efficient production capacity in the electrolytic aluminum industry is expected to increase by 20 percentage points, with outdated and inefficient capacity largely eliminatedAsian Metal Copyright