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Alumina Daily Review-Sep. 23th

2025-09-23

Spot transaction prices continue to decline, and import volumes are expected to increase. The domestic alumina market is still dominated by weakness in the short term. Judging from the long-term contract prices in September compared with the costs in various regions, the factories have not yet suffered obvious losses. However, if October is the settlement month, high-cost regions will face losses. At that time, we need to pay attention to the production cuts caused by the cost inversion. It is expected that production cuts may begin in the second half of October.

 

0923

(Chinese version)

0923.

(English version)

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