[SMM Morning Commentary on Alumina: Small Decline in Domestic Port Alumina Inventories, Guinean Rainy Season Affects Bauxite Shipments] Currently, the upstream and downstream of the domestic market are in a game of competition. Due to limited spot supply, coupled with issues such as tight ore resources and rising caustic soda prices, alumina plants are quoting firmly. Meanwhile, downstream aluminum smelters, faced with persistently high alumina prices, are generally more inclined to execute long-term contracts, except for a small amount of restocking demand. Amid the confrontation between bulls and bears, trading in the spot market is sluggish, and prices remain high and stable. Overall...
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.