Preliminary estimates of ore prices and trends indicate that the current alumina cost for high-cost inland production capacity using imported ore, based on an ore price of $70-75-80 (based on optimistic estimates), and taking immediate energy and caustic soda costs as constant variables, is projected to be between 2820-2940-3050 yuan, with cash costs mostly between 2680-2900 yuan. Based on ore prices around $75 per tonne, the cost for coastal production capacity is mostly below 2900 yuan. Currently, alumina prices are experiencing a strong unilateral increase.
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