[SMM Weekly Review: A Small Decline in Spot Prices in the North, Waiting for Further Guidance from Fundamentals amid Mixed Expectations] With some alumina plants in Shanxi and Henan provinces entering the resumption stage recently, the alumina operating rate has risen somewhat. However, due to the fact that domestic mines have not yet resumed production on a large scale, the increase in alumina supply in the short term is limited. The demand side has seen steady progress in the resumption of production in Yunnan, and the news of the Inner Mongolia Huayun Phase III project being powered up has released positive signals for demand. Currently, both supply and demand for domestic alumina are increasing. SMM believes that the tight balance of domestic alumina has not undergone significant changes during this period. In the short term, the spot price of alumina will mainly fluctuate and adjust, and the price trend of alumina remains to be further guided by fundamentals amid mixed expectations...
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.