SMM Aluminum Market Morning Comment (Mar 27)

Recently, Vedanta Aluminium, India’s largest aluminum producer, has accelerated the digital transformation of its plants, deploying artificial intelligence, industrial IoT, advanced analytics, and intelligent safety systems at scale to build a next-generation connected smart manufacturing system and comprehensively enhance site safety, production efficiency, and operational resilience. Its digital transformation has already delivered tangible results across multiple business areas, including production and manufacturing, logistics and transportation, asset management, and on-site safety. In logistics management, the Korba smelter, Vedanta Aluminium’s core production site, has built an AI control tower that integrates GPS positioning, IoT vehicle tracking, video telematics, geofencing, and real-time data analytics to enable end-to-end intelligent monitoring of coal transportation, finished product warehouse withdrawals, fly ash disposal, and other logistics processes, significantly improving logistics scheduling and oversight. In safety development, the Lanjigarh site has focused its digital efforts on personnel safety training and emergency response capability building.

[Accelerated destocking of aluminum ingots in peak season supports aluminum prices to hold up well in the short term] Overall, amid intertwined bullish and bearish factors, aluminum prices are expected to continue to consolidate at highs.

[Giá thu mua xút ăn da từ nhà máy alumina chính thống tại tỉnh Hà Nam] SMM được biết, giá thu mua đơn hàng định kỳ xút lỏng màng ion 32% của nhà máy alumina chính thống tại Hà Nam trong tháng 9 tăng 50 nhân dân tệ/tấn so với tháng 8. Giá giao tại nhà máy là 2.270 nhân dân tệ/tấn (giá được điều chỉnh trên cơ sở nồng độ 100%).