Aħbarijiet
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 flimkien ma 'kontinwazzjoni ta' żieda lineari f'konformità ma 'l-aspettattivi, iżda r-riżervi biden jawtorizzaw ir-rilaxx ta' 1 miljun barmil ta 'żejt kuljum u nofs sena, l-akbar fl-istorja riżerva strateġika, sa ċertu punt ittaffi n-nuqqas ta' l-aspettattivi tas-suq prossimali , Min-naħa l-oħra s-sitwazzjoni fir-Russja u l-Ukrajna u r-Russja u kwistjonijiet Ewropej settlement tal-gass għadhom stadju logħba, il-varjazzjonijiet fil-prezz tal-gass.
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Futuri Daiyue:
Quddiem komoditajiet bħall-enerġija u t-tħaffir in-nuqqas ta 'qbil bejn il-provvista u d-domanda ta' dilemma ta 'inventarju baxx huwa diffiċli li effettivament taħt l-isfond ta' miksur, irrispettivament mill-Ewropa tal-Lvant (Russja, Ukraina, rappreżentati), Asja tax-Xlokk (Indoneżja, Burma) rappreżentati mill-Filippini, l-Amerika t'Isfel, l-Afrika u reġjuni oħra tad-disturb, tforni tfixkil tal-provvista tal-aluminju jew ikollhom appoġġ akbar, tidħol fid-dar biex tikkonsma l-istaġun impenjattiv, April issa mur fil-bar tal-librerija huwa prezzijiet ta 'appoġġ aħjar, Ir-Russja{{ 0}}Gwerra tal-Ukraina damet għal żmien twil, għalhekk aħna nagħtu attenzjoni għall-konverżjoni tal-preferenza tar-riskju u huma kawti dwar bullish, prinċipalment taħdem fil-medda ta '22000-24000 wan/tunnellata.
Futuri ta' Investiment tal-Kostruzzjoni Citic:
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.
