[SMM Energy Flash] Dongfang avanza en los proyectos eléctricos de Batam mientras Tanjung Sauh se acerca a la puesta en servicio.

[SMM Shanghai Spot Copper] Looking ahead to tomorrow, the intraday SHFE copper intermonth backwardation spread remains at a relatively high level of 570-600 yuan/mt. Coupled with persistently tight availability of cargoes in the Shanghai market, this provides strong support to spot premiums. According to SMM's market communication, mainstream quotations for standard-quality copper with next-month invoices are largely maintained at premiums of 550 yuan/mt or above, with suppliers showing limited willingness to sell at low prices and still-strong sentiment to hold prices firm. However, as spot premiums have climbed to high levels, downstream enterprises' acceptance of current quotations has weakened markedly. Some enterprises have chosen to postpone purchases and wait for premiums to pull back before restocking, while actual intraday transactions remain mainly driven by rigid demand. Meanwhile, as the market enters September, a new procurement cycle is about to start, and some downstream enterprises and traders have restocking demand, which may provide some support to the lower end of spot premiums. Overall, supported by elevated backwardation spreads and tight availability of cargoes, Shanghai spot copper quotes against the SHFE copper 2609 contract are expected to remain at high premiums tomorrow. However, the dampening effect of high premiums on downstream purchases is gradually strengthening, so room for further rapid rises in premiums may be limited and premiums are likely to consolidate at highs.

El regulador de petróleo y gas upstream de Indonesia, SKK Migas, ve oportunidades para que nuevos inversores reactiven áreas de trabajo de petróleo y gas inactivas en el sur de Sumatra, mientras el gobierno busca reintegrar activos upstream subutilizados al desarrollo y apoyar la producción nacional.

[Guangdong: Baja el nivel de precios del zinc y caen los inventarios; suben las primas al contado] En Guangdong, el zinc 0# de referencia se negoció a 26.060-26.335 yuan/t. Las marcas principales cotizaron con descuentos de 120 a 60 yuan/t frente al contrato 2610 y con una prima de 15 yuan/t frente al zinc spot de Shanghái. El diferencial de precios Shanghái-Guangdong se amplió......