Emotion is currently driving the domestic spot market transactions. On one hand, some aluminum plants have stated that the execution efficiency of long-term contracts with nearby alumina suppliers has improved, and they will not enter the spot market for procurement. On the other hand, some large alumina enterprises are still facing difficulties in receiving deliveries, with truck queues becoming more severe. Overall, the supply-demand structure has not fundamentally changed, but the apparent flow direction and efficiency have relatively improved. The market is still primarily driven by trading sentiment and the limited availability of spot supplies.
