With the domestic alumina supply plus the expected arrival of imported alumina, China’s overall alumina supply will be sufficient in the short term, and the demand for alumina from downstream electrolytic aluminum will increase only slightly. In the future, we need to pay attention to whether the “military parade” will restrict the production of alumina itself, and whether the changes in gas supply caused by the restrictions on coking coal companies will affect the production of alumina companies.
（Chinese version）
（English version）
