【SMM Morning Commentary on Alumina: Alumina Operating Rate in Henan Weakens, Short-term Supply and Demand of Alumina Maintains Tight Balance】Recently, there have been some disturbing news in the electrolytic aluminum sector. Due to the persistent high temperatures in Sichuan Province, some electrolytic aluminum enterprises need to limit power consumption by 5-10% during peak hours, but this has not yet had a substantial impact on the production of electrolytic aluminum enterprises, and short-term alumina demand may remain relatively stable. On the supply side, in Henan Province...
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