China's cobalt salt producers likely to face supply disruption amid raw material shortage in Africa

๊ฒŒ์‹œ๋จ: Mar 26, 2020 12:23
Chinaโ€™s cobalt salt producers could face risks of raw materials shortage in June if the coronavirus outbreak continues to worsen in African countries and disrupt Congoโ€™s ore exports in April, SMM estimates.ย But in the short term, prices of cobalt products in China may extend their downside trend as the demand outlook remains weak amid the COVID-19 impact.

๋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
์žฅ์‘ค ํ™”์ฒœ, 2์–ต 2,100๋งŒ ์œ„์•ˆ ๊ทœ๋ชจ ์—๋„ˆ์ง€ ์ €์žฅ ์žฅ๋น„ ๊ณ„์•ฝ ์ฒด๊ฒฐ
1์‹œ๊ฐ„ ์ „
์žฅ์‘ค ํ™”์ฒœ, 2์–ต 2,100๋งŒ ์œ„์•ˆ ๊ทœ๋ชจ ์—๋„ˆ์ง€ ์ €์žฅ ์žฅ๋น„ ๊ณ„์•ฝ ์ฒด๊ฒฐ
๋” ๋ณด๊ธฐ
์žฅ์‘ค ํ™”์ฒœ, 2์–ต 2,100๋งŒ ์œ„์•ˆ ๊ทœ๋ชจ ์—๋„ˆ์ง€ ์ €์žฅ ์žฅ๋น„ ๊ณ„์•ฝ ์ฒด๊ฒฐ
์žฅ์‘ค ํ™”์ฒœ, 2์–ต 2,100๋งŒ ์œ„์•ˆ ๊ทœ๋ชจ ์—๋„ˆ์ง€ ์ €์žฅ ์žฅ๋น„ ๊ณ„์•ฝ ์ฒด๊ฒฐ
์žฅ์‘คํ™”์ฒœ์€ ๋‹์ƒค ํ†ˆํ‘ธ์‹  ๊ธฐ์ˆ ์œ ํ•œํšŒ์‚ฌ์™€ ์—๋„ˆ์ง€ ์ €์žฅ์šฉ PCS ๋ฐ ์Šน์•• ์ผ์ฒดํ˜• ์žฅ์น˜์— ๋Œ€ํ•œ ์„ค๋น„ ํŒ๋งค ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ์œผ๋ฉฐ, ์ด ๊ณ„์•ฝ ๊ธˆ์•ก์€ 2์–ต 2,100๋งŒ ์œ„์•ˆ์ด๋‹ค. ํšŒ์‚ฌ ์ธก์€ ์ด๋ฒˆ ๊ณ„์•ฝ์˜ ์„ฑ๊ณต์ ์ธ ์ดํ–‰์ด ์˜ฌํ•ด์™€ ํ–ฅํ›„ ๊ฒฝ์˜ ์‹ค์ ์— ๊ธ์ •์ ์ธ ์˜ํ–ฅ์„ ๋ฏธ์น  ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€๋œ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค.
1์‹œ๊ฐ„ ์ „
Tinci Materials, ์—ฐ 24๋งŒ3์ฒœํ†ค ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์†Œ์žฌ ํ”„๋กœ์ ํŠธ ์ข…๋ฃŒ
1์‹œ๊ฐ„ ์ „
Tinci Materials, ์—ฐ 24๋งŒ3์ฒœํ†ค ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์†Œ์žฌ ํ”„๋กœ์ ํŠธ ์ข…๋ฃŒ
๋” ๋ณด๊ธฐ
Tinci Materials, ์—ฐ 24๋งŒ3์ฒœํ†ค ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์†Œ์žฌ ํ”„๋กœ์ ํŠธ ์ข…๋ฃŒ
Tinci Materials, ์—ฐ 24๋งŒ3์ฒœํ†ค ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์†Œ์žฌ ํ”„๋กœ์ ํŠธ ์ข…๋ฃŒ
ํ‹ฐ์—”์น˜ ๋จธํ‹ฐ๋ฆฌ์–ผ์ฆˆ(Tinci Materials)๋Š” ์žํšŒ์‚ฌ ๋‚œํ‰ ํ‹ฐ์—”์น˜๊ฐ€ ๊ณ„ํšํ–ˆ๋˜ ์—ฐ๊ฐ„ 243,000ํ†ค ๊ทœ๋ชจ์˜ ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ๋ฐ ๋ถˆ์†Œํ™”ํ•™ ์†Œ์žฌ ํ”„๋กœ์ ํŠธ๋ฅผ ์ค‘๋‹จํ–ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค. ํšŒ์‚ฌ๋Š” ์ „ํ•ด์•ก ์‚ฐ์—…์˜ ๊ณผ์ž‰ ๊ณต๊ธ‰, ์‹œ์žฅ ๊ฒฝ์Ÿ ์‹ฌํ™”, ๋ถˆ์†Œํ™”ํ•™ ์‹œ์žฅ์˜ ๋ณ€ํ™”๋กœ ํ”„๋กœ์ ํŠธ์˜ ์˜ˆ์ƒ ์ˆ˜์ต์ด ์•ฝํ™”๋จ์— ๋”ฐ๋ผ ์ด๋Ÿฌํ•œ ๊ฒฐ์ •์„ ๋‚ด๋ ธ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ํ‹ฐ์—”์น˜๋Š” ๋‚œํ‰ ๊ณต์žฅ์„ ์œ„ํ•œ ์‹ ์ œํ’ˆ ๊ณ„ํš์„ ํ‰๊ฐ€ํ•˜๊ธฐ ์‹œ์ž‘ํ–ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
์‚ผ์„ฑSDI, AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ์šฉ ๋ฐฐํ„ฐ๋ฆฌ ์…€ 2์กฐ์› ์ˆ˜์ฃผ
2์‹œ๊ฐ„ ์ „
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๋” ๋ณด๊ธฐ
์‚ผ์„ฑSDI, AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ์šฉ ๋ฐฐํ„ฐ๋ฆฌ ์…€ 2์กฐ์› ์ˆ˜์ฃผ
์‚ผ์„ฑSDI, AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ์šฉ ๋ฐฐํ„ฐ๋ฆฌ ์…€ 2์กฐ์› ์ˆ˜์ฃผ
์‚ผ์„ฑ SDI๋Š” ๋ฐฐํ„ฐ๋ฆฌ ๋ชจ๋“ˆ ์ œ์กฐ์—…์ฒด Simplo Technology์™€ ์•ฝ 2์กฐ ์› ๊ทœ๋ชจ์˜ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ณต๊ธ‰ ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ๋‹ค๊ณ  ํ™•์ธํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด ํšŒ์‚ฌ๋Š” AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ์šฉ ๋ฐฐํ„ฐ๋ฆฌ ๋ฐฑ์—… ์œ ๋‹›(BBU)์— ๋ฐฐํ„ฐ๋ฆฌ ์…€์„ ๊ณต๊ธ‰ํ•  ์˜ˆ์ •์ด๋ฉฐ, ์ด๋Š” AI ์ธํ”„๋ผ ํˆฌ์ž ํ™•๋Œ€์— ๋”ฐ๋ฅธ ์ˆ˜์š” ์ฆ๊ฐ€๋ฅผ ๋ฐ˜์˜ํ•ฉ๋‹ˆ๋‹ค.
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Chinaโ€™s cobalt salt producers could face risks of raw materials shorta - Shanghai Metals Market (SMM)