SMM Weekly Review: Some downstream pre-holiday rigid demand supports spot prices at high levels. This week, the tight supply of ore and the re-emergence of heavy pollution weather warnings have limited the production capacity of alumina in the northern region, and some alumina production capacity in the southwest region is also limited by the tight supply of ore, maintaining a low production status. In addition, as the Spring Festival approaches, some downstream stocking demand still exists. SMM expects that the tight trend in short-term spot supply will be difficult to alleviate, leading to high-level fluctuations in domestic spot prices before the holiday. In the future, it is necessary to continue to pay attention to the recent overseas alumina spot arrival at domestic ports. From a technical perspective...
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.