Produsen Foil Tembaga Baterai Korea Selatan Melihat Pemulihan pada Kuartal II, Didukung Pemulihan Permintaan Global

[SMM Shanghai Spot Copper] Looking ahead to next week, spot premiums in the current Shanghai market have risen to near the year’s highs. As premiums have climbed rapidly for several consecutive sessions, downstream acceptance of high-priced cargo has declined somewhat, and the momentum for spot premiums to rise further is expected to weaken. In terms of supply, according to SMM, some non-registered copper that previously had delayed warehousing due to port congestion is expected to arrive at ports gradually next week, providing some replenishment to available cargo in the Shanghai market. Meanwhile, after the spot price spread between Shanghai and surrounding regions widened, the cross-regional arbitrage window has opened, and some out-of-town cargo is in a position to be transferred to Shanghai, which may marginally ease the tight supply pattern going forward. However, after entering September, a new round of procurement cycles is about to begin. Some downstream players and traders have restocking needs at the beginning of the month. Coupled with the fact that Shanghai market inventory and available cargo remain relatively tight, this provides support to spot premiums on the downside. Overall, with stronger expectations for replenishment from imports and cross-regional cargo, high premiums suppressing chase-buying demand, and early-month procurement demand about to be released, Shanghai spot copper prices against the 2609 contract are expected to remain at elevated premiums next week. There is limited room for the premium center to continue rising sharply, and a pull back slightly cannot be ruled out; overall, the market may consolidate at highs.

Sumitomo Corporation dari Jepang mengumumkan pada 28 Agustus bahwa, melalui special purpose vehicle (SPV) yang didirikan dengan komposisi 50:50 bersama G Mining Group, perusahaan akan berpartisipasi dalam proyek tembaga-emas Dos Amigos di Chile. SPV tersebut mengambil bagian dalam saham penempatan privat sekitar CAD 48 juta milik Tintina Mines dari Kanada, dengan kontribusi Sumitomo sekitar CAD 24 juta. Setelah transaksi selesai, SPV akan memegang sekitar 25% saham ekuitas di Tintina, sehingga Sumitomo memiliki kepentingan ekonomi efektif sekitar 12,5% dalam proyek tersebut. Putaran pendanaan ini akan digunakan untuk mengakuisisi sisa kepentingan di Dos Amigos serta mendorong kegiatan pengeboran, studi kelayakan, penilaian lingkungan, dan pekerjaan perizinan sebagai persiapan menuju final investment decision (FID). Proyek ini berlokasi di Wilayah Atacama, Chile, pada ketinggian sekitar 800 meter, dekat jalan raya, jaringan listrik, dan fasilitas logistik pesisir. PEA 2026 menunjukkan sumber daya terukur dan terindikasi sekitar 101 juta mt serta sumber daya tereka sekitar 256 juta mt. Proyek ini diperkirakan mengadopsi penambangan terbuka dan pengolahan flotasi, dengan kapasitas pengolahan bijih 35.000 mt per hari dan umur tambang sekitar 25 tahun, serta diperkirakan menghasilkan rata-rata 37.000 mt tembaga dan 57.000 ons emas per tahun. Proyek ini saat ini masih berada pada tahap studi dan perizinan dan belum menghasilkan tambahan pasokan tembaga