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Double-carbon enabling, renewable aluminum enters the golden age

Based on the long-term logic of tight supply side, we predict that the global aluminum-based materials may maintain a tight balance between supply and demand before 2025, and the gap between supply and demand may continue to expand after 2025, and aluminum prices may stabilize. There are liters in the middle. Under the background of "dual carbon", the supply structure dominated by thermal power aluminum is facing transformation, and the replacement space for hydropower aluminum is limited. Recycled aluminum may become an important source of supply in the future. We predict that the CAGR of recycled aluminum output may reach 8.2% in 20-30 years, and in the future The long-term growth rate may be maintained at around 4%. At the same time, the profitability of recycled aluminum is positively correlated with aluminum prices, and recycled aluminum companies may benefit from rising aluminum prices at the same time, which is expected to enter the development stage of both volume and price. In addition, we are optimistic about companies that have both recycled aluminum and aluminum processing businesses.

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Basic knowledge of aluminum

Aluminum: a general term for alloys based on aluminum. The main alloying elements are copper, silicon, magnesium, zinc, manganese, and the secondary alloying elements are nickel, iron, titanium, chromium, lithium, etc.

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National Standard 3104 Chemical Composition of Aluminum Alloy - Performance and Application

Guide: 3104 aluminum plate becomes 3104 aluminum-magnesium-manganese plate alloy, and its main alloy components are magnesium and manganese. The chemical composition of 3104 aluminum alloy has a magnesium content between 0.8-1.2 and a manganese content between 0.8-1.4. Better 3 series products, 3104 aluminum plate is a deformed aluminum alloy, the tensile strength is greater than or equal to 275MPA, and the elongation is relatively large; it has good deep drawing and corrosion resistance, and is easy to process and shape. It is widely used in aluminum shutters, lamp holder materials, Can lid materials, automotive fuel tanks, aluminum bottle cap materials, pipe insulation, etc. ...

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3004 aluminum foil is applicable to lunch box material and aluminum honeycomb core

3004 aluminum foil is a hot-rolled aluminum foil product with good formability, weldability and corrosion resistance, and has good anti-rust characteristics. What are the product specifications of 3004 aluminum foil? What are the uses? Follow the 3004 aluminum foil manufacturers to find out. 3004 aluminum foil

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