【SMM Early Review of Alumina: With Expectations of Supply Growth, Alumina Production in Shanxi and Henan is Expected to Rise Further】 Recently, the market has spread rumors that due to production cuts at overseas alumina plants, some imported ore spot cargoes will flow into the Chinese market. According to SMM research, the total volume of these ore spot cargoes is around 800,000 tons. If all of them are imported into China, it will bring about an expected increase of around 300,000 tons in domestic alumina production. In terms of domestic ore, some mines in Shanxi have recently entered the stage of resuming production. According to SMM research, individual enterprises in Shanxi have entered the stage of resuming production, and it is expected that the alumina operating rate in the northern region will continue to rise in June. On the demand side, the steady progress of resuming production in Yunnan is releasing favorable demand. Overall, the current tight balance of alumina has not yet changed significantly. It is expected that the spot price of alumina will fluctuate and adjust in the short term, and it is necessary to continue to pay attention to the recent supply growth of ore at home and abroad, as well as the progress of resuming production in Shanxi, Henan, and Shandong in June and July.
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.