铝长期以来,人们认为铝由于基本因素相对疲软,是LME基本金属中价格变化迟缓的金属之一。2001～2003年,全球原铝供过于求,产量连续三年每年超过消费量30～50万吨。2004年,受美国和中国需求骤增的推动,原铝消费量增长9.2%,而原铝产量仅增长约6.6%,致使供需缺口达到35.9万吨。由于 Aluminum has long been seen as one of the metals in LME base metals that has been slow to change in price due to its relatively weak fundamentals. From 2001 to 2003, the world’s supply of primary aluminum oversupply, the output of more than three consecutive years of consumption exceeded 30 to 500,000 tons. In 2004, boosted by the sharp increase in demand from the United States and China, consumption of primary aluminum increased by 9.2%, while output of primary aluminum increased only by about 6.6%, resulting in a supply-demand gap of 359,000 tons. due to