Xov xwm
The London Metal Exchange has announced an immediate suspension of trading in Russian-listed brands. Rusal's aluminium and Norilsk Nickel's copper have been suspended.
The FOB quotation of WESTERN Australia yesterday was 508 USD/ton. According to SMM, the current overseas price correction is mainly due to Australia's ban on exporting alumina to Russia, so the overseas spot has increased, the quotation has been gradually lowered, and the domestic price trend is stable.
The domestic electrolytic aluminum social inventory of 1.052 million tons, compared with last Thursday's inventory of 13,000 tons, wuxi area inventory of 11,000 tons, due to the concentrated arrival of goods in transit; In Gongyi area, 10,000 tons of stock was accumulated, which was affected by the epidemic. South China Sea storage of 9,000 tons, caused by the decrease in the arrival of goods; Linyi area flat; Tianjin area arrived in succession, storage increased resulting in small tired.
OPec ntxiv rau kev txuas ntxiv ntawm kev nce ntxiv nyob rau hauv txoj kab nrog kev cia siab, tab sis biden reserves tso cai tso tawm 1 lab barrels roj ib hnub thiab ib nrab xyoo, qhov loj tshaj plaws hauv keeb kwm ntawm kev cia siab, rau qee qhov txo qis ntawm kev cia siab ntawm kev lag luam ze. , ntawm qhov tod tes, qhov teeb meem hauv Russia thiab Ukraine thiab Russia thiab European gas kev daws teeb meem tseem yog theem kev ua si, cov roj nqi hloov pauv.
Institutional point of view
Daiyue Futures:
Nyob rau hauv lub ntsej muag ntawm xws li cov khoom xws li lub zog thiab mining lub mismatch ntawm kev muab khoom thiab kev thov ntawm cov khoom muag uas tsis tshua muaj teeb meem yog nyuaj rau zoo nyob rau hauv lub keeb kwm yav dhau ntawm tawg, tsis muaj teeb meem nyob rau hauv sab hnub tuaj Europe (Russia, Ukraine, sawv cev), South East Asia (Indonesia, Burma). sawv cev los ntawm Philippines, South America, Africa thiab lwm thaj tsam ntawm kev cuam tshuam, muab cov khoom lag luam aluminium cuam tshuam los yog muaj kev txhawb nqa loj dua, nkag mus hauv tsev kom haus lub caij tsis khoom, Lub Plaub Hlis tam sim no mus rau lub tsev qiv ntawv bar yog tus nqi txhawb nqa zoo dua, Tebchaws Russia {{ 0}}Ukraine ua tsov ua rog tau kav ntev, yog li peb tau mob siab rau kev hloov pauv ntawm kev pheej hmoo nyiam thiab ceev faj txog bullish, feem ntau khiav hauv thaj tsam ntawm 22000-24000 yuan / tuj.
Citic Construction Investment Futures:
Wu situation ease with Russia to improve the supply of expectations have reaction on price, Aaron aluminum were obviously dropped last night, but now Russia's gas exports in rubles settlement problem is not solved, it will affect after April 1, Russia's exports to Europe's gas, so the price has dropped sharply, bull took more than single layout. In terms of domestic fundamentals, the epidemic has had little impact on the supply side. Some electrolytic aluminum plants have increased their inventories, which has had a significant impact on demand. Spot stocks in East and South China remain at a discount, and there is a risk that short-term inventories will continue to increase, so aluminum prices still face considerable upward pressure.
