[SMM Early Morning Commentary on Alumina: Costs of Ore and Caustic Soda Both Rise, Alumina Industry Costs Increase by 49.7 Yuan/ton at the End of July Compared to End of June] At present, the upstream and downstream markets in the domestic market are in a game of wits. Due to limited spot supply, coupled with the scarcity of ore resources and the rising price of caustic soda, alumina plants have offered firm prices. However, downstream aluminum smelters are basically more inclined to execute long-term contracts due to the current high alumina prices, except for a small amount of restocking demand. With the confrontation between bulls and bears, transactions in the spot market are 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.