Bullish sentiment currently prevails in the alumina market; production constraints at alumina plants in Shanxi have led to a renewed tightening of supply, while holders are holding firm on prices and limiting sales, causing prices in the north to rise. A price gap has emerged between the north and the south, with alumina prices in Guangxi remaining relatively low. Coupled with significant cost advantages in water transport, some Guangxi alumina is being shipped to the north, and continued arrivals of Guangxi alumina at northern ports are expected.
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