Lebih Banyak Arus Keluar daripada Masuk: Stok Sosial Logam Silikon Terus Menurun [SMM Silicon Inventory]

[SMM Express] Samchrome FZE, the Dubai-based exclusive distributor of Samancor Chrome's ferrochrome and chrome ore products, has confirmed 156 US cents per pound as the reference for the European Benchmark Ferrochrome Price for the third quarter of 2026. The figure sets the negotiated quarterly price point that European and international stainless steel producers use as their contractual reference for South African-origin ferrochrome supplied through Samancor's distribution network, distinct from the spot and tender-based pricing that governs China's domestic ferrochrome market. The confirmation offers a useful international counterpoint to the pricing trend SMM has tracked on the Chinese side of the market through mid-2026. China's domestic high-carbon ferrochrome price had climbed from around CNY 8,200 to roughly CNY 8,750-8,800 per 50 base mt between January and late March, before easing back to approximately CNY 8,190-8,290 by the end of June, with further softening and a bearish tender outlook noted into July. Whether the European quarterly benchmark holds steady, rises, or is adjusted downward relative to Q2 2026 will be an important signal for whether South African ferrochrome producers are seeing firmer support in negotiated Western contracts even as Chinese spot pricing cools — a comparison SMM will continue to track as more of the international benchmark data becomes available.

[Tinjauan Mingguan Skrap Aluminium dan Aluminium Sekunder: Harga ADC12 Bergerak Mendatar di Tingkat Tinggi karena Dukungan Biaya Bertemu dengan Kendala Permintaan] Minggu ini, harga pasar skrap aluminium Tiongkok relatif stabil, dan selisih harga antara aluminium A00 dan skrap aluminium kembali melebar karena skrap aluminium kesulitan mengejar. Dari sisi harga, didorong oleh sentimen makro dan modal, harga aluminium primer terus naik. Per 6 Agustus, harga aluminium A00 SMM ditutup pada 23.800 yuan/ton, naik signifikan 170 yuan/ton dibandingkan Kamis lalu, sementara harga bahan baku skrap aluminium menunjukkan fluktuasi terbatas secara keseluruhan.

[Harga Harian ADC12: Harga Berjangka Mundur Akibat Resistensi, Spot ADC12 Stabil di Tengah Sentimen Hati-hati] Hari ini, kuotasi pasar ADC12 sebagian besar stabil, dan laju penyesuaian harga tetap hati-hati. Seiring kenaikan harga aluminium, dukungan biaya terus menguat, dan keinginan perusahaan untuk mempertahankan harga mulai meningkat. Namun, terkendala oleh pemulihan permintaan pengguna akhir yang terbatas, sebagian besar perusahaan masih memilih untuk menunggu dan melihat, serta penyesuaian kuotasi relatif terbatas.