金屬期貨及採礦行業觀察 | 由於購買興趣高漲和供應限制，鋁價格上漲；科德爾科將通過與SQm達成交易加入鋰市場

In addition, recent shortages of alumina, a key intermediary product in aluminum production, have resulted from reduced output in China and disruptions to Rio Tinto's Australian exports. Rio Tinto's declaration of force majeure on alumina cargoes from its Australian refineries due to gas shortages has heightened concerns about supply from the world's second-largest producer.

The recent bull run for gold prices has primarily been driven by central banks' desire to diversify their assets, as well as consumer flight to safety amid macroeconomic uncertainties, particularly in China. In contrast, silver's strong performance this year has been underpinned by industrial demand.

While gold does have some industrial uses, it is primarily seen as a store of value and a hedge against economic uncertainty. In contrast, silver is heavily used in industry and technology, with half of all silver production used for these purposes. In particular, silver is a crucial raw material for the production of solar panels, which are in high demand as the world transitions to sustainable energy sources. China has been at the forefront of solar panel production, contributing to increased demand for silver. As Daniela Hathorn, a senior market analyst at Capital.com, noted,