Spot Trades Pick up Some in Shanghai Copper Market (May 27, 2015)

๊ฒŒ์‹œ๋จ: May 27, 2015 18:02
Spot copper was quoted between a discount of RMB 50/mt and a premiums of RMB 20/mt to SHFE 1506 copper contract in Shanghai Wednesday.

SHANGHAI, May 27 (SMM) – Spot copper was quoted between a discount of RMB 50/mt and a premiums of RMB 20/mt to SHFE 1506 copper contract in Shanghai Wednesday morning. Standard-quality copper traded at RMB 44,330-44,430/mt, and high-quality copper sold for RMB 44,370-44,470/mt.

Spot copper was quoted at discounts to SHFE 1506 copper contract early Wednesday, but some speculators sourced goods at lows later, helping bolster spot prices. High-quality copper was offered at a slight premium near midday. Transactions between traders improved,, while downstream producers still purchased as needed.
 

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
[SMM ๊ท€๊ธˆ์† ์ต์Šคํ”„๋ ˆ์Šค]
9์‹œ๊ฐ„ ์ „
[SMM ๊ท€๊ธˆ์† ์ต์Šคํ”„๋ ˆ์Šค]
๋” ๋ณด๊ธฐ
[SMM ๊ท€๊ธˆ์† ์ต์Šคํ”„๋ ˆ์Šค]
[SMM ๊ท€๊ธˆ์† ์ต์Šคํ”„๋ ˆ์Šค]
๋‚จ์•„ํ”„๋ฆฌ์นด๊ณตํ™”๊ตญ์˜ PGM ๊ด‘์‚ฐ ๊ณต๊ธ‰์€ ์˜ฌํ•ด ์ƒ๋ฐ˜๊ธฐ์— ๊ฒฌ๊ณ ํ•œ ํšŒ๋ณต์„ธ๋ฅผ ๋ณด์˜€๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ Heraeus Precious Metals์˜ ์ตœ์‹  ํ‰๊ฐ€๋Š” ์ด๊ฒƒ์ด ๋‚จ์•„ํ”„๋ฆฌ์นด๊ณตํ™”๊ตญ PGM ๋ถ€๋ฌธ์˜ ์žฅ๊ธฐ ์ƒ์‚ฐ ์„ฑ์žฅ ์‚ฌ์ดํด์˜ ์‹œ์ž‘์œผ๋กœ ํ•ด์„๋˜์–ด์„œ๋Š” ์•ˆ ๋œ๋‹ค๊ณ  ๊ฒฝ๊ณ ํ•œ๋‹ค. ๋‚จ์•„ํ”„๋ฆฌ์นด๊ณตํ™”๊ตญ ํ†ต๊ณ„์ฒญ์˜ ์ƒ์‚ฐ ์ง€์ˆ˜์— ๋”ฐ๋ฅด๋ฉด, 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ๊ตญ๋‚ด PGM ๊ด‘์‚ฐ ์ƒ์‚ฐ๋Ÿ‰์€ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ ์•ฝ 12% ์ฆ๊ฐ€ํ–ˆ๋‹ค. ๊ฐ™์€ ๊ธฐ๊ฐ„ ๊ด‘์‚ฐ ์ƒ์‚ฐ์„ฑ์€ ์•ฝ 1.5% ์ฆ๊ฐ€์— ๊ทธ์ณ, ์ƒ์‚ฐ๋Ÿ‰ ์ฆ๊ฐ€์˜ ๋Œ€๋ถ€๋ถ„์€ 2025๋…„ ์ƒ๋ฐ˜๊ธฐ์˜ ํญ์šฐ์™€ ํ™์ˆ˜๋กœ ์ธํ•œ ๋‚ฎ์€ ๊ธฐ์ € ํšจ๊ณผ์—์„œ ๋น„๋กฏ๋œ ๊ฒƒ์ด์ง€ ๊ด‘์‚ฐ์˜ ๊ตฌ์กฐ์  ์ƒ์‚ฐ์„ฑ ๊ฐœ์„ ์— ์˜ํ•œ ๊ฒƒ์ด ์•„๋‹˜์„ ์‹œ์‚ฌํ•œ๋‹ค.
9์‹œ๊ฐ„ ์ „
๊ฐœ์„ ๋œ ์—์Šค์ฝค ๋ฐœ์ „, ๋‚จ์•„ํ”„๋ฆฌ์นด PGM ๋ถ€๋ฌธ ์ „๋ ฅ ์‹ ๋ขฐ์„ฑ ์œ„ํ—˜ ๊ฐ์†Œ
12์‹œ๊ฐ„ ์ „
๊ฐœ์„ ๋œ ์—์Šค์ฝค ๋ฐœ์ „, ๋‚จ์•„ํ”„๋ฆฌ์นด PGM ๋ถ€๋ฌธ ์ „๋ ฅ ์‹ ๋ขฐ์„ฑ ์œ„ํ—˜ ๊ฐ์†Œ
๋” ๋ณด๊ธฐ
๊ฐœ์„ ๋œ ์—์Šค์ฝค ๋ฐœ์ „, ๋‚จ์•„ํ”„๋ฆฌ์นด PGM ๋ถ€๋ฌธ ์ „๋ ฅ ์‹ ๋ขฐ์„ฑ ์œ„ํ—˜ ๊ฐ์†Œ
๊ฐœ์„ ๋œ ์—์Šค์ฝค ๋ฐœ์ „, ๋‚จ์•„ํ”„๋ฆฌ์นด PGM ๋ถ€๋ฌธ ์ „๋ ฅ ์‹ ๋ขฐ์„ฑ ์œ„ํ—˜ ๊ฐ์†Œ
[SMM Flash] ๋‚จ์•„ํ”„๋ฆฌ์นด๊ณตํ™”๊ตญ ๊ด‘์—…ํ˜‘์˜ํšŒ์˜ 9์›” 7์ผ ์—…๋ฐ์ดํŠธ์— ๋”ฐ๋ฅด๋ฉด, ๋‚จ์•„ํ”„๋ฆฌ์นด๊ณตํ™”๊ตญ์˜ ์ „๋ ฅ ์‹œ์Šคํ…œ์€ ๊ฒจ์šธ์ฒ  ๋‚ด๋‚ด ๋ฐœ์ „ ์‹ ๋ขฐ์„ฑ์ด ์ง€์†์ ์œผ๋กœ ๊ฐœ์„ ๋œ ๋ชจ์Šต์„ ๋ณด์˜€๋‹ค. Eskom์˜ ํ‰๊ท  ์—๋„ˆ์ง€ ๊ฐ€์šฉ ๊ณ„์ˆ˜๋Š” 7์›”์— 75.6%๊นŒ์ง€ ์ƒ์Šนํ•œ ํ›„ 8์›”์—๋Š” 71.2%๋กœ ํ•˜๋ฝํ–ˆ๋Š”๋ฐ, ์ด๋Ÿฌํ•œ ๊ฐ์†Œ๋Š” ๋ฐœ์ „ ์„ฑ๋Šฅ ์•…ํ™”๋ณด๋‹ค๋Š” ๊ณ„ํš ์ •๋น„ ์ฆ๊ฐ€์— ์ฃผ๋กœ ๊ธฐ์ธํ•œ ๊ฒƒ์œผ๋กœ ๋‚˜ํƒ€๋‚ฌ๋‹ค. ๊ทธ๋Ÿผ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ์ „๋ ฅ ์ˆ˜์š”๋Š” ์—ฌ์ „ํžˆ ์•ฝ์„ธ๋ฅผ ๋ณด์˜€์œผ๋ฉฐ, 8์›” ์ตœ๋Œ€ ์ˆ˜์š”๋Š” 28,498MW๋กœ 2021๋…„ 8์›”์— ๊ธฐ๋ก๋œ 34,029MW๋ฅผ ํฌ๊ฒŒ ๋ฐ‘๋Œ์•˜๋‹ค. ๋‚จ์•„ํ”„๋ฆฌ์นด๊ณตํ™”๊ตญ์˜ ์ „๋ ฅ ์ง‘์•ฝ์ ์ธ PGM ๊ด‘์‚ฐ, ์„ ๊ด‘์žฅ ๋ฐ ์ œ๋ จ์†Œ์˜ ๊ฒฝ์šฐ, ์ „๋ ฅ ๊ณต๊ธ‰ ์•ˆ์ •์„ฑ ๊ฐœ์„ ์€ ์šด์˜ ์ฐจ์งˆ์˜ ์ฆ‰๊ฐ์ ์ธ ์œ„ํ—˜์„ ์ค„์—ฌ์ค€๋‹ค. ๊ทธ๋Ÿฌ๋‚˜ ๊ด‘์—…ํ˜‘์˜ํšŒ๋Š” ๊ด‘์—… ๋ถ€๋ฌธ์˜ ์ „๋ ฅ ๋น„์šฉ์ด 2003๋…„๋ถ€ํ„ฐ 2025๋…„ ์‚ฌ์ด์— ์•ฝ 1,185% ์ฆ๊ฐ€ํ–ˆ๋‹ค๊ณ  ๋ฐํ˜€, ๊ณต๊ธ‰ ์‹ ๋ขฐ์„ฑ ๊ฐœ์„ ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ๊ตฌ์กฐ์  ๋น„์šฉ ์••๋ฐ•์ด ์ง€์†๋˜๊ณ  ์žˆ์Œ์„ ๊ฐ•์กฐํ–ˆ๋‹ค. ๋”ฐ๋ผ์„œ ๋ฐœ์ „ ๊ฐœ์„ ์€ ์šด์˜ ์•ˆ์ •์„ฑ์„ ๋’ท๋ฐ›์นจํ•˜์ง€๋งŒ, PGM ๋งˆ์ง„์— ๋Œ€ํ•œ ์ „๋ ฅ ๊ฐ€๊ฒฉ ์••๋ฐ•์„ ์ œ๊ฑฐํ•˜์ง€๋Š” ๋ชปํ•œ๋‹ค.
12์‹œ๊ฐ„ ์ „
ํ…Œ๋ผ ๋ฉ”ํƒˆ์Šค, ๋‹จํ…Œ ํ”„๋กœ์ ํŠธ์—์„œ ๊ฐ•๋ ฅํ•œ ์‹ ๊ทœ PGM ๊ต์ฐจ ๊ตฌ๊ฐ„ ๋ณด๊ณ 
12์‹œ๊ฐ„ ์ „
ํ…Œ๋ผ ๋ฉ”ํƒˆ์Šค, ๋‹จํ…Œ ํ”„๋กœ์ ํŠธ์—์„œ ๊ฐ•๋ ฅํ•œ ์‹ ๊ทœ PGM ๊ต์ฐจ ๊ตฌ๊ฐ„ ๋ณด๊ณ 
๋” ๋ณด๊ธฐ
ํ…Œ๋ผ ๋ฉ”ํƒˆ์Šค, ๋‹จํ…Œ ํ”„๋กœ์ ํŠธ์—์„œ ๊ฐ•๋ ฅํ•œ ์‹ ๊ทœ PGM ๊ต์ฐจ ๊ตฌ๊ฐ„ ๋ณด๊ณ 
ํ…Œ๋ผ ๋ฉ”ํƒˆ์Šค, ๋‹จํ…Œ ํ”„๋กœ์ ํŠธ์—์„œ ๊ฐ•๋ ฅํ•œ ์‹ ๊ทœ PGM ๊ต์ฐจ ๊ตฌ๊ฐ„ ๋ณด๊ณ 
[SMM Flash] Terra Metals๊ฐ€ ์„œํ˜ธ์ฃผ Dante ํ”„๋กœ์ ํŠธ์˜ Southwest Discovery์—์„œ ๊ฐ•๋ ฅํ•œ ๋ฐฑ๊ธˆ์กฑ ๊ธˆ์† ๊ด‘ํ™”๋Œ€๋ฅผ ์ถ”๊ฐ€๋กœ ๋ณด๊ณ ํ–ˆ๋‹ค. 9์›” 8์ผ ASX ๊ณต์‹œ์— ๋”ฐ๋ฅด๋ฉด 14m ๊ตฌ๊ฐ„์—์„œ 3.13g/t 3E, ์•ฝ 80m ๊ตฌ๊ฐ„์—์„œ 1.30g/t 3E์˜ ๊ต์ฐจ ๊ตฌ๊ฐ„์ด ํฌํ•จ๋˜์—ˆ์œผ๋ฉฐ, Southwest์˜ ๋‹ค์ค‘ ์ฒœ๋ถ€ PGM-๊ตฌ๋ฆฌ-๋‹ˆ์ผˆ ํ™ฉํ™”๋ฌผ ๊ด‘์ฒด๋ฅผ ์ •์˜ํ•˜๋Š” ์‹œ์ถ” ๋ฐ์ดํ„ฐ๊ฐ€ ๊ณ„์† ์ถ•์ ๋˜๊ณ  ์žˆ๋‹ค. ์ด๋ฒˆ ๊ฒฐ๊ณผ๋Š” ํƒ์‚ฌ ๋‹จ๊ณ„์˜ ๊ต์ฐจ ๊ตฌ๊ฐ„์œผ๋กœ ๋งค์žฅ๋Ÿ‰์ด๋‚˜ ํ–ฅํ›„ ๊ด‘์‚ฐ ์ƒ์‚ฐ๋Ÿ‰์„ ์˜๋ฏธํ•˜์ง€ ์•Š๋Š”๋‹ค. ๋‹ค๋งŒ ์ „ํ†ต์ ์ธ ์ƒ์‚ฐ ์ง€์—ญ์ธ ๋‚จ์•„ํ”„๋ฆฌ์นด๊ณตํ™”๊ตญ, ๋Ÿฌ์‹œ์•„, ์ง๋ฐ”๋ธŒ์›จ ์™ธ๊ณฝ์—์„œ ๋Œ€๊ทœ๋ชจ ๋‹ค๊ธˆ์† PGM ์‹œ์Šคํ…œ์˜ ์ง€์งˆํ•™์  ๊ฐ€๋Šฅ์„ฑ์„ ๊ฐ•ํ™”ํ•œ๋‹ค. Terra Metals๋Š” Southwest์—์„œ ์‹œ์ถ” ๋ฐ ์ž์›๋Ÿ‰ ์ •์˜ ์ž‘์—…์„ ์ง€์†ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ํ–ฅํ›„ ๊ธ€๋กœ๋ฒŒ PGM ๊ณต๊ธ‰์— ๋Œ€ํ•œ ๊ธฐ์—ฌ ์—ฌ๋ถ€๋Š” ์ž์›๋Ÿ‰ ์ „ํ™˜, ๊ฒฝ์ œ์„ฑ ํ‰๊ฐ€, ์ธํ—ˆ๊ฐ€ ๋ฐ ๊ฐœ๋ฐœ์— ๋‹ฌ๋ ค ์žˆ๋‹ค.
12์‹œ๊ฐ„ ์ „
Spot Trades Pick up Some in Shanghai Copper Market (May 27, 2015) - Shanghai Metals Market (SMM)