SMM alumina morning comments: Market expectations for production resumption strengthen, spot discounts dominate transactions. Several spot discounts transactions were made in the northern domestic alumina market on Tuesday, all of which involved trade participants. With the recent market's enhanced expectations for the resumption of alumina production in March, some traders have increased their intention to make spot discount transactions. Overall, the tight balance between north and south alumina markets continues, and SMM expects short-term domestic spot prices to fluctuate and adjust, until there are further production resumption plans in the Shanxi and Henan regions. It is necessary to continue monitoring the recent production resumption expectations and the recent importation of alumina in the Shanxi and Henan regions.
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.