The maintenance plan for the northern alumina plant has been reported again. The supply gap in the market is expected to persist in the short term, so there will still be a slight shortage in supply. Coupled with the expected tightening of ore supply from Guinea, the futures and spot prices of alumina in China have been rising continuously. Due to the incident in Guinea, the quotations of ore in Guinea have risen, which may lead to an expectation of an increase in the cost of alumina in the later period. The upward trend in alumina prices has led the market to have certain expectations for the resumption of production capacity. Therefore, changes in the medium-term alumina operation situation will still have an impact on prices.
