Gangguan makro terus berlanjut, seng SHFE mencatat candlestick bearish [SMM Zinc Brief Review]

The Canadian federal government and the Province of British Columbia have signed the Canada–British Columbia Cooperative Prosperity Agreement, which includes approximately C$4.4 billion in investments aimed at accelerating resource development, energy infrastructure and export capacity in northwestern British Columbia. The package includes C$500 million to support the Red Chris copper-gold expansion project and C$3.9 billion for the North Coast Transmission Line, a major power infrastructure project designed to improve electricity access for mines and industrial developments across the region. According to Natural Resources Canada, the Golden Triangle area hosts approximately 75% of Canada's known copper reserves, along with more than 230 million ounces of gold, 650 million ounces of silver and an estimated 8 billion pounds of zinc. Canadian officials stated that expanded power and transportation infrastructure will help unlock the region's substantial copper and zinc resource potential while supporting future mining development and exports to Pacific Rim markets.

[Komentar Pagi SMM tentang Zinc] Kontrak zinc SHFE 2608 yang paling aktif diperdagangkan dibuka pada 24.605 yuan/mt semalam. Pada sesi awal, pelaku bullish menambah posisi, dengan cepat mendorong zinc SHFE ke level tertinggi 24.750 yuan/mt. Kemudian zinc SHFE berkonsolidasi, dan akhirnya ditutup menguat di 24.670 yuan/mt, naik 155 yuan/mt atau 0,63%. Volume perdagangan menurun ke 56.555 lot, sementara open interest bertambah 1.941 lot menjadi 90.819 lot.

[Ringkasan Rapat Pagi SMM: Fundamental Masih Mendukung, LME Zinc Bergerak Lebih Tinggi] Semalam, LME zinc dibuka pada $3.545/mt. Pada awal perdagangan, sempat turun ke level terendah $3.535/mt, kemudian pembeli menambah posisi dan LME zinc naik perlahan sepanjang sesi, menyentuh level tertinggi $3.594/mt menjelang akhir perdagangan, dan akhirnya ditutup lebih tinggi pada $3.579/mt, naik $31/mt, atau kenaikan 0,87%. Volume perdagangan meningkat menjadi 13.260 lot, sementara open interest turun 1.268 lot menjadi 269.000 lot.