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On Friday, Shanghai aluminum continued to fluctuate strongly, and the spot discount expanded to 60 yuan
after the month.
There was a power shortage in many parts of the country, and Yunnan implemented another 25% power cut, and the existing production capacity had no impact, but nearly one million tons of suspended production capacity was postponed
.
Inner Mongolia and Guangxi also limited telecommunications
.
Henan's power cuts have a greater impact
on local processing.
This week, the social stock of aluminum ingots continued to fall by 26,000 tons to 830,000 tons, and the short-term gap still exists, pay attention to whether the second batch of reserves has changed
recently.
Recently, news of power cuts in many places across the country has boosted market prices to a certain extent
.
Yunnan once again cut power, and Henan, Inner Mongolia and other places have a shortage of power supply, Inner Mongolia is guaranteed to upgrade the power supply in Beijing-Tianjin-Hebei, and Henan requires production enterprises to control load electricity in order to protect people's livelihood
.
The power curtailment in many places has an impact on aluminum and aluminum processing enterprises, but from the perspective of duration, the news said that Henan power rationing may last until July 18, so the impact on aluminum processing materials or limited, not as good as the impact on electrolytic aluminum, mainly because Yunnan power rationing caused the progress of restarting electrolyzers in the early stage was not as expected, the original plan to resume in mid-August was further delayed, and the new production capacity was also hindered to a certain extent, and the supply still could not recover
quickly.
Therefore, the overall social treasury may still go to the warehouse in July, but the short-term suspension of Henan processing enterprises has led to the accumulation of the social treasury, affecting market sentiment, and aluminum prices are expected to be range-bound
.
Aluminum prices are adjusted to the volatility range, but it is still necessary to pay attention to the upper risks, such as storage dumping, macro expectations, export tax rebate cuts and other issues
.
