【SMM Weekly Review: Suppliers Are Reluctant to Sell Due to Supply-Demand Mismatch, Leading to Significant Rise in Spot Prices】Based on the tight balance of spot supply in the early stage, the opening of the futures-spot arbitrage window has brought additional demand increment to the spot market recently. According to SMM research, the transaction price of alumina for delivery this week was higher than that of non-delivery alumina by 100-130 yuan/ton. Coupled with the slow progress of alumina plants resuming production, the market has a pessimistic expectation for the recovery of ore supply in Shanxi and Henan in the short term. Suppliers are increasingly reluctant to sell, and the focus of spot transaction prices has shifted significantly higher than in the previous period. SMM predicts...
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.