[SMM Early Morning Comment on Alumina: Tight Supply Remains Unchanged, Prices Stay High and Stable] Recently, the spot trading in the domestic alumina market has been sluggish, with prices mainly maintaining stability. On the supply side, as some new production capacity and resumed production capacity gradually enter the production stage, the spot supply of alumina will ease compared with the previous period. Meanwhile, on the demand side, the phase 3 project of Inner Mongolia Huayun has been gradually put into production, and the previously renovated projects in Sichuan will also gradually resume production. SMM predicts that by the end of July, the annualized operating capacity of domestic electrolytic aluminum will increase by 153,000 tons compared with the previous month, indicating an overall stable and improving demand for alumina. Under the trend of dual increases in both supply and demand fundamentals, SMM believes that...
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.