【SMM Analysis: Analysis of the Effect of Production Reduction of Electrolytic Aluminum in Yunnan on the Current Price of Alumina】The demand side downturn combined with the expected arrival of imported alumina in late November has to some extent suppressed the confidence of some holders in the market, and the market is dominated by a wait-and-see mood. Since the beginning of the month, spot alumina prices and futures prices have been linked to weaken. However, near the heating season, according to previous years' data, the operation of aluminum oxide in the north may be restricted to some extent. The surplus spot alumina in the southwest will enter the tight supply and demand pattern in the north. At that time, the "south goods go north" script may be replayed, and the looseness of spot alumina in the southwest may be relieved. Considering the frequent disturbances of ore tightness and maintenance problems in the southwest in recent days, SMM believes...
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.