Keketatan Pasokan Katoda Tembaga Menaikkan Premi CIF Shanghai

[SMM Analysis: H1 2026 Review of the Overseas Copper Scrap Market: Copper Prices Surge, Tight Raw Material Supply Supports Firm Discount] In Q1 2026, copper prices stayed high and consolidated around $13,000/mt. It was not until late Q1 that a short-term correction emerged, but prices resumed their uptrend in Q2 and continued to hit new record highs. Behind this, tight copper ore supply provided support on one hand; on the other, the siphon effect on global copper resources triggered by US tariff expectations further amplified market concerns over the supply side. At the same time, rapid growth in new copper-consuming sectors such as NEVs, new energy power, power grid construction, and data centers fueled rising expectations for copper demand. Against the backdrop of supply growth failing to match demand growth, copper prices received strong support. The tight supply of copper units also prompted enterprises to shift their focus from the ore side to supplementary sources beyond mine supply, with copper scrap gaining noticeably in importance. As copper prices continued to surge, copper scrap prices rose in tandem, while structural changes arising from copper resource scarcity began to alter the pricing logic of the copper scrap market, which had previously been dominated by consumption and price differentials.

[SMM Analysis] Data Impor dan Ekspor Belerang dan Asam Sulfat Indonesia Bulan Mei

Pada Mei 2026, total impor belerang bulanan Indonesia mencapai 277.834,30 ton berdasarkan kandungan fisik, naik 3,9% MoM dan turun 55,80% YoY, dengan negara pengimpor utama meliputi China, Vietnam, Inggris, India, Singapura, Spanyol, Turkmenistan, Turki, Arab Saudi, dan Jepang; Total ekspor belerang bulanan Indonesia mencapai 24,08 ton berdasarkan kandungan fisik, dengan tujuan ekspor utama yaitu Jerman, Hong Kong, China, dan AS; Total impor asam sulfat bulanan Indonesia mencapai 55.296,994 ton berdasarkan kandungan fisik, turun 68,1% MoM dan naik 236,6% YoY, terutama dari China, India, dan Korea Selatan; Total ekspor asam sulfat bulanan Indonesia adalah 0.