SMM Aluminum Market Morning Comment July 18

Recently, Vedanta Aluminium, India’s largest aluminum producer, has accelerated the digital transformation of its plants, deploying artificial intelligence, industrial IoT, advanced analytics, and intelligent safety systems at scale to build a next-generation connected smart manufacturing system and comprehensively enhance site safety, production efficiency, and operational resilience. Its digital transformation has already delivered tangible results across multiple business areas, including production and manufacturing, logistics and transportation, asset management, and on-site safety. In logistics management, the Korba smelter, Vedanta Aluminium’s core production site, has built an AI control tower that integrates GPS positioning, IoT vehicle tracking, video telematics, geofencing, and real-time data analytics to enable end-to-end intelligent monitoring of coal transportation, finished product warehouse withdrawals, fly ash disposal, and other logistics processes, significantly improving logistics scheduling and oversight. In safety development, the Lanjigarh site has focused its digital efforts on personnel safety training and emergency response capability building.

[Accelerated destocking of aluminum ingots in peak season supports aluminum prices to hold up well in the short term] Overall, amid intertwined bullish and bearish factors, aluminum prices are expected to continue to consolidate at highs.

[Harga pembelian soda kaustik dari pabrik alumina utama di Provinsi Henan] SMM mendapat informasi bahwa harga pembelian alkali cair membran ion 32% pesanan tetap dari pabrik alumina utama di Henan naik 50 yuan/ton pada September dibandingkan Agustus. Harga franco pabrik adalah 2.270 yuan/ton (harga disesuaikan berdasarkan konsentrasi 100%).