SMM period aluminum brief: Shanghai aluminum surged and then fell due to disturbance from Guinea news. Recently, factors such as the stability of ore supply and environmental protection have deepened the impact of the restrictions on alumina production capacity in the northern region. Downstream demand has not seen a significant increase for the time being. SMM predicts that domestic spot prices may run strong and stable in the short term, and it is necessary to continue to monitor the evolution of the ore supply situation in the Shanxi and Henan regions as well as the potential impact of recent heavy pollution weather alerts in Shandong on the production of alumina enterprises, and the guidance of the market sentiment by the Guinea oil depot incident.
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.