Recently, Sichuan Province issued a sudden notice to expand the scope of industrial enterprises to let electricity to the people. The current estimated duration is from August 15th to 20th. The Ningde Times Sichuan Yibin factory also stopped production due to power cuts.

According to CBN, the power cut in Sichuan Province this time mainly affects the battery industry chain. In many fields such as lithium salts, ternary materials, lithium iron phosphate, and graphitization, many people have stopped production and reduced production; some local silicon materials and silicon wafers in Sichuan And photovoltaic production enterprises at all levels such as cells press the pause button. As the supply pattern of lithium carbonate and silicon materials is already tight, power cuts have also caused the market to worry about the increase in upstream price increases.

Credit Suisse said the impact of the curtailment on commodities will be less significant than in 2021 when this round of power shortages was caused by high temperatures, and in 2021 because of "double control of energy consumption". In addition, downstream demand this year is relatively weak. However, SMM told reporters that most companies have officially entered a five-day shutdown state from 0:00 on August 15, and considering that ternary, iron-lithium, etc. still need a certain amount of time to wait for the kiln after the production line cools down As the furnace heats up, some manufacturers say that this round of power cuts will actually affect the company's output for 7 to 8 days.

The battery industry chain is impacted

Recently, the southwest region of the country has continued to be hot and precipitation has decreased. Affected by this, the power supply in Sichuan is tight. In order to ensure the safety of the power grid and the electricity consumption for people's livelihood, Sichuan has canceled the demand response of active staggered peak avoidance since August 15, and expanded industrial enterprises in 19 cities (prefectures) in the province (except Panzhihua and Liangshan) to provide electricity to the people. The implementation time is from 00:00 on August 15th to 24:00 on the 20th.

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