【SMM Early Review of Alumina: Both Domestic and Overseas Alumina Prices Rise in Tandem, and Price Trend Adjustment Still Needs Further Fundamentals Guidance】Recently, there has been no news of massive resumption of production in the Zhoujinyi region, coupled with the shortage of supply in the overseas market, so it is difficult for the alumina supply to increase significantly in the short term. The demand side of Yunnan's resumption of production is steadily advancing, releasing demand for good news. The alumina market has recently been volatile at high levels, and the arbitrage space combined with the recent expansion of alumina delivery warehouses has brought some increment in demand for alumina futures. Overall, the current alumina market is weak in supply and strong in demand. It is expected that the spot price of alumina will remain strong in the short term, and the expectation of price decline still needs further guidance from bearish signals. We need to continue to pay attention to the progress of domestic ore resumption and the expected increase in production and resumption of alumina plants...
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.