Nuacht
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 móide leanúint ar aghaidh leis an méadú líneach i gcomhréir leis na hionchais, ach cúlchistí biden údarú a scaoileadh 1 milliún bairille ola in aghaidh na bliana go leith, an ceann is mó i stair cúlchiste straitéiseach, go pointe áirithe a mhaolú ar an ganntanas ar ionchais an mhargaidh cóngarach. , ar an láimh eile, tá an staid sa Rúis agus an Úcráin agus an Rúis agus cúrsaí socraíochta gáis na hEorpa fós ag céim an chluiche, na luaineachtaí praghsanna gáis.
Dearcadh institiúideach
Todhchaí Daiyue:
I bhfianaise na tráchtearraí cosúil le fuinneamh agus mianadóireacht tá sé deacair go héifeachtach an neamhréir idir soláthar agus éileamh aincheist fardail íseal faoi chúlra briste, is cuma in oirthear na hEorpa (an Rúis, an Úcráin, ionadaíocht), oirdheisceart na hÁise (Indinéis, Burma). arna ionadú ag na hOileáin Fhilipíneacha, Meiriceá Theas, an Afraic agus réigiúin eile den suaitheadh, a sholáthar suaitheadh soláthair alúmanam nó a bhfuil tacaíocht níos mó, isteach sa bhaile a ithe an séasúr gnóthach, Aibreán anois téigh go dtí an barra leabharlainne praghsanna tacaíochta níos fearr, An Rúis{{ 0}}Tá cogadh san Úcráin mhair ar feadh i bhfad, mar sin tugaimid aird ar an chomhshó tosaíochta riosca agus táimid aireach faoi bullish, go príomha ag rith sa raon de 22000-24000 yuan/ton.
Todhchaí Infheistíochta Foirgníochta 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.
