Summary of SMM Aluminum Morning Meeting: Expectation of European interest rate cut strengthens, escalating Russia-Ukraine situation. On the macroeconomic front, the expectation of European Central Bank interest rate cut strengthened, and the escalating Russia-Ukraine situation drove gold prices higher. On the fundamental side, there is an expectation of increased production in May on the supply side, but the situation of drought in Yunnan is still uncertain. On the consumption side, the traditional peak season is here, combined with continued policy support driving demand, and the operating rate of various processing sectors has increased. In the short term, the positive resonance of the macroeconomic and fundamental aspects may support aluminum prices to oscillate higher...
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.