Nyheder
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 plus fortsættelse af lineær stigning i overensstemmelse med forventningerne, men biden-reserver tillader frigivelse af 1 million tønder olie om dagen og et halvt år, den største i historien en strategisk reserve, afhjælper til en vis grad manglen på de proksimale markedsforventninger , på den anden side situationen i Rusland og Ukraine og Rusland og europæiske gasforligsspørgsmål er stadig spillet scenen, gasprisen udsving.
Institutionelt synspunkt
Daiyue Futures:
I lyset af sådanne råvarer som energi og minedrift er misforholdet mellem udbud og efterspørgsel af lavt lager dilemma vanskeligt effektivt på baggrund af brudt, uanset i Østeuropa (Rusland, Ukraine, repræsenteret), Sydøstasien (Indonesien, Burma) repræsenteret af Filippinerne, Sydamerika, Afrika og andre regioner af forstyrrelsen, levere aluminium forsyning forstyrrelse eller har en større støtte, går hjem for at forbruge den travle sæson, april nu gå til biblioteket bar er bedre støtte priser, Rusland{{ 0}}Krigen i Ukraine har varet i lang tid, så vi er opmærksomme på konverteringen af risikopræferencer og er forsigtige med bullish, primært i intervallet 22000-24000 yuan/ton.
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.
