SMM Analysis: Strong Fundamentals Support Overseas Alumina Prices to Rebound. Generally speaking, the supply side of the overseas alumina market has been frequently disturbed, but the new alumina projects are expected to provide incremental supply. In 2023 and the long term, China's new alumina capacity will continue to be released, and the domestic market can basically be self-sufficient. The demand for overseas alumina has declined. Subsequently, the transmission mechanism and influence of the domestic alumina market on the overseas alumina price need to continue to pay attention to the overseas alumina supply and demand pattern, as well as the progress of domestic enterprises investing and building alumina plants overseas.
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.