SMM alumina morning comments: Strong reluctance to sell alumina by enterprises, short-term domestic spot prices may run strong and stable. In recent days, the impact of factors such as stability of ore supply and environmental protection has deepened the restriction on alumina production capacity in the northern region. Alumina enterprises have a strong reluctance to sell, and downstream demand has not increased significantly. SMM predicts that short-term domestic spot prices may run strong and stable. Alumina prices have started to decline this week, mainly due to a weakening of market expectations for the impact of the explosion at the Guinea storage facility on bauxite. It is important to continue to monitor the evolution of the ore supply situation in the Shanxi and Henan provinces, the impact of recent severe pollution weather warnings in the northern region on the production of alumina enterprises, and the trend of price differentials.
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.