Today's focus
Metal metal more than midday upstream Shanghai and tin rose more than 1.3% black series significantly warmed up [SMM midday review]
"View SMM Metal spot Historical Price
The terminal demand for copper foil continued to decline in January, and the opening rate of copper foil fell to 89.18% [SMM analysis]
In January, China's power battery load soared by 86.9% in Synchronize, and the load of lithium iron phosphate battery exceeded three yuan.
It's a big bang! Super large lithium ore resources discovered in the Himalayas!
"check the spot quotation for SMM cobalt lithium products
The price increase of rare earth industry chain with short supply and low inventory is expected to be strong.
The price of rare earths hit a new high with strong demand and tight supply.
"check the spot price of SMM rare earth products
Indonesia suspends mine operations of more than 1000 miners
Inner Mongolia Autonomous region: stabilizing Coal production capacity in Eastern Mongolia to build a batch of Modern large-scale Coal Mines
The impact of the conflict between Russia and Ukraine on commodity markets: electricity prices rise and supply is limited
Interpretation by experts: January CPI growth rate dropped twice in a row, PPI growth rate dropped four times in a row over the same period last year
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SMM Daily Review
The center of gravity of electrolytic manganese is still stable in the middle of June [SMM Daily Review]
The market performance of Li Manganese Mine is chaotic and the short-term demand improves to support the upward price of Manganese Mine [SMM Manganese Mine Daily Review]
"the phenomenon of high quotation in the silicon-manganese market reduces the low price and maintains stability [SMM Silicon-Manganese Daily Review]
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Mr. SMM spot KuaiBao
On the first day after the change of month, the holder raised the price and the buyer depressed the price, and the difference between supply and demand continued [SMM Shanghai Copper spot]
After delivery, market activity increased and trading improved [SMM North China Copper spot]
The price of copper spot market in Guangdong has risen in each period of time (the fourth period) [SMM price]
Stocks continue to fall and spot prices rise and begin to rise [SMM South China Copper spot]
"the discount on the rise of copper cash in Shanghai market (fifth period) [SMM price]
The consumption gap of aluminum ingots is expected to remain supported by Shanghai aluminum [SMM aluminum spot afternoon review]
"downstream procurement improved South China spot water rose slightly [SMM South China Aluminium spot]
"SMM Shanghai" lead market: lead consolidation in the future and two light trading in the spot market [SMM afternoon review]
Lead market situation in "other regions" KuaiBao: lead prices fell slightly downstream wait-and-see purchases are mostly limited [SMM lead afternoon Review]
Tianjin zinc: the price of zinc is weak and volatile, the market has a strong wait-and-see mood [SMM afternoon review]
Shanghai Zinc: market transaction General Holder continues Shengshui [SMM afternoon Review]
Guangdong Zinc: zinc Price is still High downstream Purchasing caution [SMM afternoon Review]
Ningbo Zinc: zinc Price Down again downstream stop and wait-and-see [SMM afternoon Review]
The rising price of tin fell slightly and shipments in the spot market were not as expected [SMM afternoon review]
Futures nickel early trading shock upside spot rising water fell slightly [SMM Nickel spot afternoon Review]
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Industrial trends
Liontown signs a 5-year lithium supply agreement with Tesla
Fortescue Metals's profits fell in the first half of the year, labor costs rose.
The energy supply dilemma triggered the Butterfly effect Agency that gold prices will hit bottom and take off by the end of the year.
The net profit of Fuwujin is 175 million yuan lower than the same period last year, the price of raw materials has risen, and the profit margin has been compressed.
Will the output of 300 series stainless steel increase greatly in 2022?
Another lithium material company marches into electrolyte!
The Australian lithium miner has been awarded Tesla's purchase of a large single flagship project, and the output of 1x3 years has been booked.
The net profit of Koda Manufacturing in 2021 increased by 294.6% compared with the same period last year.
Automotive semiconductor industry will grow at a compound annual growth rate of 12.3% by 2025. Omdia:
Dongfang Zirconium Industry: the production capacity of zirconia is 50, 000 tons / year, and the capacity of zirconium dioxide is 9400 tons / year.
Li [2.16 Lithium Express] Super large lithium ore resources discovered in the Himalayas | monthly data on power batteries released in January
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February 15 LME Metal inventory
LME copper inventory decreased by 2100 tons to 70125 tons
LME aluminum inventory decreased by 8700 tons to 860250 tons
LME lead stocks decreased by 1050 tons to 50050 tons
LME zinc stock decreased by 800t to 150725 t
LME tin inventory decreased by 10 tons to 2380 tons
LME nickel inventory decreased by 420t to 84474 t
February 15 LME metal spot sticker water
LME0-3 copper liter water is 41 US dollars / ton.
LME0-3 aluminum liter $26.50 / ton
LME0-3 lead liter is US $11.50 / ton
LME0-3 zinc liter water is US $0.50 / ton.
LME0-3 tin liter water is 125USD / ton
LME0-3 nickel liter is 280USD / ton
![[Resumen de la reunión matutina de cobalto y litio de SMM] Los productos químicos de litio se consolidan y divergen, la pugna entre oferta y demanda en la cadena industrial se intensifica](https://imgqn.smm.cn/usercenter/tKgKv20251217171725.png)
![[Resumen de la reunión matutina de SMM sobre cobalto] La demanda de temporada alta no cumple las expectativas y la competencia en la cadena industrial sigue intensificándose](https://imgqn.smm.cn/usercenter/eGQFu20251217171723.jpeg)
