节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：3/10
周二公布的数据显示，2月份伦敦金属交易所（LME）仓库中俄罗斯铝的可用库存占比较上月有所上升，与此同时交易所收紧仓储政策以应对欧盟制裁。中东局势动荡引发供应紧张，LME可用库存已暴跌至2025年5月以来最低水平。2月底俄铝库存占比从1月的58%升至60%，印度铝占比维持36%；绝对值上，俄铝库存减少3375吨至25.17万吨，印度铝减少4225吨至15.25万吨，两者合计减少近2万吨。
LME上月明确，自2月25日起，若金属所有者或会员无法提供欧盟制裁合规证明，将暂停对存于欧Ǜ..
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