Uutiset
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 lineaarisen nousun jatkuminen odotusten mukaisesti, mutta biden-varannot sallivat 1 miljoonan tynnyrin öljyn vapauttamisen päivässä ja puolitoista vuodessa, historian suurimman strategisen reservin, joka lievittää jossain määrin proksimaalisten markkinoiden odotusten puutetta. , toisaalta Venäjän ja Ukrainan tilanne sekä Venäjän ja Euroopan kaasuratkaisuasiat ovat vielä pelivaiheessa, kaasun hintavaihtelut.
Institutionaalinen näkökulma
Daiyue Futures:
Tällaisten hyödykkeiden, kuten energian ja kaivostoiminnan, epäsuhta kysynnän ja tarjonnan välillä on vaikea ratkaista tehokkaasti rikkinäisen taustan alla, ei väliä Itä-Euroopassa (edustettu Venäjä, Ukraina), Kaakkois-Aasiassa (Indonesia, Burma) edustaa Filippiinit, Etelä-Amerikka, Afrikka ja muut alueet häiriö, toimittaa alumiinin toimitushäiriö tai on suurempi tuki, tulee kotiin kuluttaa kiireisen kauden, huhtikuussa nyt mennä kirjastoon baari on parempi tukea hintoja, Venäjä{{ 0}}Ukrainan sota on kestänyt pitkään, joten kiinnitämme huomiota riskien mieltymysten muuntamiseen ja suhtaudumme varovaisesti nousuun, joka on pääasiassa 22000-24000 yuania/tonni.
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.
