LME Base Metals Cash to 3-Month Backwardation/Contango (2017-9-18)

๊ฒŒ์‹œ๋จ: Sep 20, 2017 10:18
The table below shows cash to 3-month backwardation/contango of base metals on the LME on September 18.

SHANGHAI, Sept. 20 (SMM) – The table below shows cash to 3-month backwardation/contango of base metals on the LME on September 18.

COMEX Copper Inventories (2017-9-19)

 

LME Cash to 3-Month (B/C) USD/mt

 

Sept. 18

Sept. 15

Copper

52.25 (C)

46 (C)

Aluminum

29.25 (C)

29.25 (C)

Zinc

29.5 (B)

11.5 (B)

Lead

25.75 (C)

26.75 (C)

Nickel

71 (C)

80.5 (C)

Tin

140 (B)

126 (B)

 

The article is edited by SMM and is provided for information purpose only. SMM assumes no liability and does not warrant the accuracy, reliability or completeness of information contained or quoted in the article, either express or implied. SMM further disclaims any liability for losses in connection with the information contained or quoted in the article.

For news cooperation, please contact us by email: sallyzhang@smm.cn or service.en@smm.cn.

๋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
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 15์ผ)
3๋ถ„ ์ „
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 15์ผ)
๋” ๋ณด๊ธฐ
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 15์ผ)
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 15์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 9์›” 15์ผ ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE)์™€ ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE)์˜ ์ฒ ๊ธˆ์† ๋ฐ ๋น„์ฒ ๊ธˆ์† ๋™ํ–ฅ์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค.
3๋ถ„ ์ „
R32 ๋ƒ‰๋งค๊ฐ€ ์ค‘๊ตญ ์—์–ด์ปจ ์‚ฐ์—…์˜ ์นœํ™˜๊ฒฝ ์ „ํ™˜์„ ์ฃผ๋„ํ•˜๋‹ค
1์‹œ๊ฐ„ ์ „
R32 ๋ƒ‰๋งค๊ฐ€ ์ค‘๊ตญ ์—์–ด์ปจ ์‚ฐ์—…์˜ ์นœํ™˜๊ฒฝ ์ „ํ™˜์„ ์ฃผ๋„ํ•˜๋‹ค
๋” ๋ณด๊ธฐ
R32 ๋ƒ‰๋งค๊ฐ€ ์ค‘๊ตญ ์—์–ด์ปจ ์‚ฐ์—…์˜ ์นœํ™˜๊ฒฝ ์ „ํ™˜์„ ์ฃผ๋„ํ•˜๋‹ค
R32 ๋ƒ‰๋งค๊ฐ€ ์ค‘๊ตญ ์—์–ด์ปจ ์‚ฐ์—…์˜ ์นœํ™˜๊ฒฝ ์ „ํ™˜์„ ์ฃผ๋„ํ•˜๋‹ค
์ค‘๊ตญ์˜ '๋“€์–ผ ์นด๋ณธ' ์ „๋žต์ด ์ง€์†์ ์œผ๋กœ ์ถ”์ง„๋˜๋Š” ๋ฐฐ๊ฒฝ์—์„œ, ๋ƒ‰๋™ยท๊ณต์กฐ ์‚ฐ์—…์˜ ๋…น์ƒ‰ ์ „ํ™˜์€ ์ •์ฑ… ์œ ๋„ ๋‹จ๊ณ„์—์„œ ์ „๋ฉด์  ์‹คํ–‰์˜ ์‹ฌ์ˆ˜๊ตฌ์—ญ์œผ๋กœ ์ง„์ž…ํ–ˆ๋‹ค. ๋‚ฎ์€ GWP์™€ ๋†’์€ ๋น„์šฉ ํšจ์œจ์„ ๊ฐ–์ถ˜ R32 ๋ƒ‰๋งค๋Š” ๊ฐ€์ •์šฉ ์—์–ด์ปจ ๋ฐ ๊ฒฝ์ƒ์šฉ ์œ ๋‹› ์‹œ์žฅ์—์„œ ๋น ๋ฅด๊ฒŒ ์ฃผ๋ฅ˜ ์„ ํƒ์œผ๋กœ ์ž๋ฆฌ ์žก๊ณ  ์žˆ๋‹ค. ChinaIOL ๋ฐ์ดํ„ฐ์— ๋”ฐ๋ฅด๋ฉด 2025๋…„ ์ค‘๊ตญ ๋‚ด์ˆ˜ ๊ฐ€์ •์šฉ ์—์–ด์ปจ์˜ R32 ์นจํˆฌ์œจ์€ 97%๋ฅผ ์ดˆ๊ณผํ–ˆ์œผ๋ฉฐ, ์ˆ˜์ถœ ์‹œ์žฅ ์นจํˆฌ์œจ์€ 70%์— ๊ทผ์ ‘ํ–ˆ๋‹ค. ๊ฐ™์€ ํ•ด ์ค‘๊ตญ์˜ R32 ์ด์ƒ์‚ฐ๋Ÿ‰์€ 28๋งŒ 5์ฒœ ํ†ค์— ๋‹ฌํ•ด ์ „๋…„ ๋Œ€๋น„ 6.9% ์ฆ๊ฐ€ํ–ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
๋ƒ‰๋™ ๋ฐ ๊ณต์กฐ ๋ฐธ๋ธŒ ๋ถ€ํ’ˆ 2๋ถ„๊ธฐ ์‹œ์žฅ ๋™ํ–ฅ
1์‹œ๊ฐ„ ์ „
๋ƒ‰๋™ ๋ฐ ๊ณต์กฐ ๋ฐธ๋ธŒ ๋ถ€ํ’ˆ 2๋ถ„๊ธฐ ์‹œ์žฅ ๋™ํ–ฅ
๋” ๋ณด๊ธฐ
๋ƒ‰๋™ ๋ฐ ๊ณต์กฐ ๋ฐธ๋ธŒ ๋ถ€ํ’ˆ 2๋ถ„๊ธฐ ์‹œ์žฅ ๋™ํ–ฅ
๋ƒ‰๋™ ๋ฐ ๊ณต์กฐ ๋ฐธ๋ธŒ ๋ถ€ํ’ˆ 2๋ถ„๊ธฐ ์‹œ์žฅ ๋™ํ–ฅ
์ค‘๊ตญIOL ๋ฐ์ดํ„ฐ์— ๋”ฐ๋ฅด๋ฉด 2026๋…„ 2๋ถ„๊ธฐ ๊ตญ๋‚ด ์—์–ด์ปจ ๋ฐธ๋ธŒ ๋ถ€ํ’ˆ ํŒ๋งค๋Ÿ‰์€ 2์–ต 2,367๋งŒ 5,000๋Œ€์— ๋‹ฌํ•ด ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 2.0% ๊ฐ์†Œํ–ˆ๋‹ค. ํ•˜๋ฅ˜ ์—์–ด์ปจ ์—…๊ณ„์˜ ์ง€์†์ ์ธ ๋†’์€ ์žฌ๊ณ ์™€ ๊ตญ๊ฐ€ ๋ณด์กฐ๊ธˆ ์ •์ฑ…์˜ ํ•œ๊ณ„ ํšจ๊ณผ ๊ฐ์†Œ ์˜ํ–ฅ์œผ๋กœ ์œ ํ†ต์—…์ฒด๋“ค์€ ๊ธฐ์กด ์žฌ๊ณ  ์†Œ์ง„์— ์ฃผ๋ ฅํ–ˆ๊ณ  ์ ๊ทน์ ์ธ ์žฌ๊ณ  ๋ณด์ถฉ ์˜์ง€๊ฐ€ ์ œํ•œ์ ์ด์–ด์„œ ๋ฐธ๋ธŒ ๋ถ€ํ’ˆ ์กฐ๋‹ฌ ์ˆ˜์š”๊ฐ€ ๊ธ‰๊ฐํ–ˆ๋‹ค. ํŠนํžˆ ์ „์ž ๋ฐธ๋ธŒ์™€ ์—ดํŒฝ์ฐฝ ๋ฐธ๋ธŒ๋Š” ํ•˜๋ฅ˜ ์ˆ˜์ถœ ์ฃผ๋ฌธ ์ฆ๊ฐ€์— ํž˜์ž…์–ด ์ด๋ฒˆ ๋ถ„๊ธฐ์— ๊ฐ•ํ•œ ์—ญ์„ฑ์žฅ์„ ๋‹ฌ์„ฑํ–ˆ์œผ๋ฉฐ ๋‘ ์ œํ’ˆ ๋ชจ๋‘ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ ๋‘ ์ž๋ฆฟ์ˆ˜ ์„ฑ์žฅ์„ ๊ธฐ๋กํ–ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
LME Base Metals Cash to 3-Month Backwardation/Contango (2017-9-18) - Shanghai Metals Market (SMM)