【SMM early comment on alumina: China's alumina net exports in April, and spot prices of alumina may remain high and volatile in the short term】 On Monday, sporadic premium transactions were heard in the spot market of alumina, and the spot prices of alumina rose slightly, with the increase in spot transaction prices slowing down. Domestic alumina enterprises have reduced production and resumed production recently. Recently, there have been many news about the resumption of domestic mines, but according to SMM, there has not yet been a large-scale resumption. The increment of domestic bauxite is limited. SMM predicts that before the batch resumption of domestic mines, there may be no significant increase in short-term supply. On the demand side, the remaining electrolytic aluminum production capacity in Yunnan is steadily resuming production. With the continuous rise of overseas alumina prices, it is difficult to increase import supply. SMM predicts that the tight balance of domestic alumina will continue in the short term, and spot prices may remain high and volatile in the short term. As for futures...
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.