[SMM Early Review of Alumina: The Closure of Bauxite Mines in Shanxi and Henan Has Not Led to Large-scale Recovery, and the Tight Balance of Domestic Alumina Supply and Demand May Continue in the Short Term] Last week, the domestic spot market was mainly driven by downstream small-scale rigid demand, with the trading focus continuing to shift upwards. However, compared with the previous week, the transaction volume decreased, and the increase in spot transaction prices slowed down. Domestic alumina enterprises have recently implemented both production cuts and restarts. SMM expects that before the massive recovery of domestic mines, it may be difficult to achieve significant supply increases in the short term. In terms of demand, according to SMM research, domestic electrolytic aluminum production capacity will continue to increase in May, mainly due to the steady recovery of power supply in Yunnan and the steady restart of remaining production capacity. 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.