SMM Aluminum Morning Meeting: Optimistic Post-Holiday Demand Outlook Amid Market Volatility

[SMM Aluminum Morning Meeting Summary: Post-Holiday Consumption Expectations Optimistic, SHFE Aluminum Continues to Fluctuate at Highs]

Summary: On the macro front, intensified EU sanctions and US tariff pressures are expected to lead to structural adjustments in the global aluminum market in the short term due to policy impacts. Continuous attention is needed on the trends of trade policies in Europe and the US, as well as changes in demand in major consumer markets. China's Ministry of Foreign Affairs stated that there are no winners in trade wars or tariff wars, while the State Council studied measures to boost consumption, providing some confidence to the market. On the fundamentals side...