【SMM Weekly Review: Spot Prices Continue to Rise under the Pattern of Weak Supply and Strong Demand】This week, there was no news of bulk production resumption in the domestic mines of Shanxi and Henan provinces. In addition, the import window for alumina spot remained closed. It was difficult for the supply side of alumina to have a significant increase in the short term. The demand side in Yunnan province steadily resumed production, releasing positive signals for demand. The alumina market price rose again at the beginning of this week, and arbitrage opportunities combined with the recent expansion of alumina delivery warehouses brought about part of the increment in demand for delivered alumina. In the second half of the week, the market price fell back, and market sentiment weakened. Overall, the current alumina market is characterized by weak supply and strong demand. It is expected that the spot price of alumina will maintain a strong volatile trend in the short term, and the expectation of price decline still needs further guidance from bearish signals. It is necessary to continue to pay attention to the progress of domestic ore production resumption and the expected increase in alumina production. From a technical perspective, the comprehensive forecast of the model and analysts is ...
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.