Currently, the Chinese alumina market is experiencing supply-side shifts due to production cuts or shutdowns at select plants, alongside market volatility driven by uncertainties regarding Guinea’s ore policies. Consequently, amidst stable demand, alumina prices in the north are trending steadily upward, whereas prices in the south remain relatively stable, constrained by the pressure of new production capacity. In the short term, spot alumina prices are expected to maintain this pattern, with the north leading the rise while the south remains comparatively steady.
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