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Demand Analysis

机译:需求分析

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摘要

LME price gains may see demand for primary aluminium fall off in the near term as midstream producers delay purchases until later in the year. This is if semis manufacturers expect prices to fall later in the year. If they expect further price gains then we should see a jump in demand in the near term. This will most affect the North American and European markets. Middle Eastern demand is being boosted by activity in the construction sector there. However, much of this activity may be coming from already started projects and there is a chance demand for architectural semis may fall off when new builds fail to materialize.
机译:由于中游生产商将采购推迟至今年晚些时候,LME价格上涨可能会在短期内使原铝需求下降。如果半成品制造商预计价格会在今年下半年下跌。如果他们预计价格会进一步上涨,那么我们应该会在短期内看到需求的增长。这将最影响北美和欧洲市场。中东需求受到建筑业活动的刺激。但是,许多活动可能来自已经开始的项目,并且当新建筑无法实现时,对建筑半成品的需求可能会下降。

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