节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10


阿联酋环球业(EGA)周三表示铝市场前景向好,主因中国产能上限带来机遇及价上涨驱动部分制造商转用铝。EGA首席执行官Abdulnasser Bin Kalban指出,全球铝需求呈增长态势且略从铜转向铝,预计需求将超供应,全球新铝生产设施存在短缺。EGA由阿布扎比Mubadala公司与迪拜主权财富基金ICD合资,计划在美国建设近50年来首座原铝厂。

首席财务官Pal Kildemo称,因计划采用阿联酋工厂测试的先进EX技术,俄克拉荷马州冶炼厂总投资从40亿美..

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