Alumina supply is continuously improving, but in the short term, it remains difficult to quickly address the supply gap, especially with the frequent heavy pollution control measures and emergency responses during the heating season. In the near term, the market should pay attention to the dynamic balance of supply and demand, as well as the alumina companies’ ore stockpiles and their ability to ensure continued supply before the end of the year. Additionally, attention should be given to future weather changes and the measures taken by aluminum producers to increase their alumina reserves.
