[SMM Early Comment on Alumina: Domestic Spot Prices Fluctuate and Adjust, Overseas Prices Continue to Rise Sharply] As some alumina plants in the Shanxi-Henan region have entered the production resumption stage recently, the operating rate of alumina has increased somewhat. However, due to the fact that domestic mines have not yet resumed production on a large scale, the increase in short-term alumina supply is limited. The steady progress of production resumption in Yunnan on the demand side and the news of the electrification of the Inner Mongolia Huayun Phase III project have released positive signals for demand. Currently, both supply and demand for alumina in China are increasing. SMM believes that there has not been a significant change in the tight balance of domestic alumina supply and demand at this stage. In the short term, the spot price of alumina will fluctuate and adjust mainly, and the trend of alumina prices under the intertwined emotions of bulls and bears needs to be further guided by fundamentals...
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.