【SMM Early Review of Alumina: Tight Supply and Stable Demand in the Short Term, with Alumina Prices Mainly in High-Level Fluctuation】 Recently, some alumina refineries in both the north and south of China have reduced production due to equipment maintenance or energy supply issues, resulting in a decline in domestic alumina production capacity compared with the previous period. On the other hand, some new alumina production capacities in China have entered the production stage recently, and these capacities may gradually increase production in July. At present, the supply of alumina is increasing and decreasing at the same time, while the demand is steadily increasing in Yunnan and the new project in the third phase of Inner Mongolia Huayun will continue to increase production and release demand. Currently, both supply and demand for alumina in China are increasing. SMM believes that the tight balance of domestic alumina supply and demand has not changed significantly in the short term. The spot price of alumina will mainly fluctuate and adjust, and the trend of alumina prices needs further guidance from fundamentals, with mixed bullish and bearish sentiments. In the future...
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.