Frequent supply-side disturbances pay attention to the production of zinc smelters [selection of SMM Zinc Weekly report]

The following is an excerpt from the weekly report of the zinc industry chain:

In the case of Lun Zinc, the impact of the energy crisis continues, with overseas Nyrstar announcing that it will cut zinc production by 50 per cent at its three European smelters because of rising electricity costs. if production is stopped throughout the fourth quarter, it is expected to affect about 60,000 to 70,000 tons of output. After the news, Lun Zinc rose sharply, once reaching a new high since 2008. Glencore announced that it would carry out off-peak production at smelters in Germany, Spain and Italy in Europe, rekindling market sentiment. Fundamentals, this week overseas continued to go to the warehouse to 188650 tons, zinc ingot stocks fell by nearly 100000 tons in the past half a year, LME0-3 into back structure. On the whole, with the sharp rise in electricity costs, smelters have brought great cost pressure to smelters with high energy consumption. Short-term zinc prices or high and wide fluctuations are expected to run at 3600-4000 US dollars / ton next week.

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Catalogue of "SMM Zinc Industry chain Weekly report" in this issue

Main points of this weekly report: processing fees, import profit and loss inventory

Hot spot of zinc industry: news of smelter production reduction fermenting Shanghai zinc rising limit Lun zinc refreshing more than 14-year high

Zinc concentrate market: the output of refineries in Guangxi has returned to normal at the end of power cuts.

Refinery dynamics

Imported zinc market

Zinc market forecast next week: frequent supply-side disturbances pay attention to the production of smelters

Review of Zinc City

Zinc plating

Die casting zinc alloy

Zinc oxide

[China Zinc Industry chain High-end report] SMM exclusive monthly survey of zinc industry chain report, covering from zinc concentrate to zinc primary consumer operating rate and supply and demand profile. And announce the exclusive monthly zinc concentrate, refined zinc balance, continue to track the industry entity enterprises, update data. And through the supply and demand situation and data model to make a simple prediction of the future trend of zinc. "View details