【SMM Alumina Morning Commentary: Sellers Hold onto Stocks as Downstream Buyers Make Necessary Purchases, Driving Spot Prices Higher】On Monday, sporadic spot transactions were made in the domestic alumina market, with sellers exhibiting strong reluctance to sell, resulting in a significant upward shift in the focus of transactions. According to SMM research, in recent days, there has been an increase in downstream necessary procurement in the spot market, while alumina plants on the supply side have been slow to resume production. Additionally, the market has a pessimistic outlook for the recovery of ore supply in the Jin and Yu regions in the short term, which has further strengthened sellers' reluctance to sell. Coupled with the recent closure of alumina import windows, multiple factors have jointly pushed the focus of spot transaction prices significantly higher than in the previous period. In the futures market, alumina prices have maintained a high level of volatility recently, but as the capacity of the delivery warehouse gradually decreases, the market's willingness to receive goods is expected to become more cautious. 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.