SMM analysis: strong support from spot-futures arbitrage for aluminum spot prices in August, short-term aluminum prices are expected to be stable and volatile. Generally speaking, since the middle and late August, the spot-futures price difference of aluminum has expanded, and spot prices have been supported by spot-futures arbitrage. On the supply side, the dynamic cross of enterprises' expansion and maintenance has been smooth, and the reclamation of mines in Sanmenxia area is progressing well, but the expectation of mine recovery is still to be further observed. On the demand side, the electrolytic aluminum in Yunnan has basically been restored, and the demand increment of electrolytic aluminum for aluminum oxide is limited. SMM expects...
데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.