[SMM Alumina Morning Review: Market Surges, Market Inquires Frequently about Aluminum Delivery Products] Last week, driven by Shanghai aluminum and macro sentiment, alumina futures prices rose, the arbitrage window between futures and spot markets opened, and the market demand for delivery products boosted the Northern spot alumina prices to a certain extent, stabilizing spot prices. In the Southwest region, the first batch of electrolytic aluminum production released in Yunnan is still being implemented, and the current water supply in Yunnan is good. The capacity of other to-be-restarted productions in the province still needs attention. However, the high and stable short-term demand provides some support for the Southwest spot alumina prices. Last Friday, the overnight alumina futures prices surged strongly, and over the weekend, the market inquired frequently about the delivery of alumina, indicating the need to continue monitoring the transmission of futures prices to the spot market...
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