SMM alumina morning comments: Rising water prices break the market deadlock, and the spot prices in the northern region are rising. Last weekend, the extreme heavy snowfall in the northern region has basically ended, and it is expected that the pressure on goods transportation in the northern region will be relieved this week. Recently, the fluctuation in the supply side of the alumina spot market has been greater than the demand side. The impact of ore and environmental protection on enterprise capacity has deepened. In addition, the extreme heavy snowfall in the northern region last week has reduced the efficiency of goods transportation for enterprises, and downstream aluminum smelters have changed their procurement sources in response to the increase in alumina road freight, while both upstream and downstream enterprises have shown intentions to increase their internal inventory compared to the previous period. In the short term, the market supply and demand situation is relatively tight, and the domestic alumina spot prices are supported or running strong and stable due to multiple factors...
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.