【SMM Alumina Morning Review: Slight increase in spot prices supported by limited downstream pre-holiday demand】On Monday, there were sporadic price increases in the spot market for alumina in northern China. As some electrolytic aluminum plants enter the final stage of pre-holiday stockpiling, downstream wait-and-see sentiment is growing. However, it cannot be ruled out that some small electrolytic aluminum plants may still have a small amount of pre-holiday stockpiling plans, combined with recent tight supply of ore and continued impact of energy supply issues such as natural gas on alumina enterprises' production. The alumina demand side is relatively stable at the moment. SMM expects that the tight supply situation in the short term will provide some support to domestic spot prices before the holiday. It is necessary to continue monitoring the impact of heavy snow in the northern region on enterprise production and goods shipment, as well as the recent situation of imported alumina arrivals.
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.