SMM: H1 Alumina Net Imports Reach 668,000 Tonnes, Australia Accounts for Over 70% of Total Imports

H1 Alumina Net Imports 668,000 mt, Imports from Australia Accounted for Over 70% [SMM Analysis]

Multiple Factors Dragged July Alumina Operating Capacity Lower YoY; August Production Resumption Expectations Strengthened [SMM Analysis]

Multiple Factors Weigh on July Alumina Operating Capacity YoY, Recovery Expected to Strengthen in August

Destocking and Geopolitics Support SHFE Aluminum's Strong Consolidation; Alumina Inventory Buildup Surplus Continues to Dip to New Lows [SMM Aluminum Brief Review]