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Aluminium

CRITICAL

South Africa's aluminium smelters face the highest CBAM cost-per-tonne of any SA sector. Eskom's coal-heavy grid (0.95 tCO₂/MWh) means SA primary aluminium carries embedded emissions far above the EU average, resulting in maximum CBAM exposure.

South African Context

The Hillside smelter (Richards Bay, South32) and Bayside smelter (Richards Bay, South32) are SA's primary aluminium producers. Mozal in Mozambique is SA-linked. Combined annual production exceeds 700,000 tonnes. The electricity intensity of aluminium smelting (13,000-15,000 kWh/tonne) combined with Eskom's coal grid results in Scope 2 emissions of approximately 12-14 tCO₂/tonne — significantly above the EU default of 12.4 tCO₂/tonne.

Combined Nomenclature (CN) Codes in Scope

7601Unwrought aluminium (primary and secondary)
7604Aluminium bars, rods, and profiles
7606Aluminium plates, sheets, and strip
7607Aluminium foil
7616Other aluminium articles

Compliance Action Plan

1

Calculate electricity consumption per tonne of aluminium produced

2

Apply Eskom grid emission factor (0.95 tCO₂/MWh) to get Scope 2 emissions

3

Add direct process emissions (Scope 1) from anode effects and other sources

4

Compare actual vs EU default (12.4 tCO₂/t) — consider renewable energy investment

5

Engage verifier and provide data to EU importers

SA aluminium faces the steepest CBAM challenge due to Eskom's grid intensity. Renewable energy PPAs or on-site solar could dramatically reduce Scope 2 emissions and CBAM liability.

CBAM Cost Estimate

Default emission factor12.4 tCO₂/t
EU ETS price€65.42/t
Per 1,000 tonnes€811,208
In ZARR16,629,764

Key SA Exporters

South32 (Hillside)
South32 (Bayside)
Mozal (Mozambique)
Hulamin
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