【SMM Early Comment on Alumina: Sellers Are Reluctant to Sell, Driving Significant Rise in Spot Transaction Prices】Based on the previous tight balance of spot supply, the opening of the futures-spot arbitrage window recently has brought a certain increase in demand to the spot market. According to SMM research, the transaction price of alumina for delivery this week was higher than that of non-delivery alumina. In addition, the slow progress of alumina plants resuming production and the pessimistic market expectations for the recovery of ore supply in the Shanxi-Henan region in the short term have gradually increased sellers' reluctance to sell. Multiple factors have jointly pushed up the spot transaction price significantly compared to the previous period. SMM predicts that in the short term...
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.