Following a brief period where prices rose in the north and remained stable in the south, alumina price trends across both regions have now leveled off; the impact of market news has been partially priced in, and a price gap has emerged between the north and the south. Prices are currently in a stalemate, though the anticipated increase in supply—driven by rising operating capacity—may put renewed downward pressure on prices in the future. In the short term, market attention remains focused on Guinea’s ore policy; any prolonged uncertainty regarding this policy could dampen bullish sentiment.
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