SMM Analysis: Aluminum Oxide Continues to Rebound in September, with Strong Support from Fundamental Factors for Spot Prices. Generally speaking, the spot price spread of aluminum oxide has narrowed since late September, coupled with the recent increase in road freight from Shanxi to Xinjiang due to the decrease in vehicles sent to Xinjiang, and the spot trading activity of aluminum oxide has decreased. Market spot transactions are mainly for electrolytic aluminum plant just-in-time purchases. On the supply side, in September, aluminum oxide plants in the north and south were reduced and stopped due to tight ore, maintenance and other issues. The reclamation work in Sanmenxia area is progressing smoothly, but the mine recovery is still awaiting further observation, and the short-term expectation of recovery is difficult to see. 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.