Around the May Day holiday, the market is paying more attention to the resumption of production at existing projects in Guangxi, as well as the progress of new projects coming online and releasing output. Based on normal forecasts, after a sharp drop in supply due to unforeseen events, a slow to rapid increase is expected after the May Day holiday, gradually easing the tight supply situation before the holiday. Especially with current stable high spot alumina prices, alumina companies are benefiting from controllable production costs and recovering profits due to previously low-priced imported ore and declining caustic soda prices, resulting in peak production enthusiasm.
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