Summary of important non-ferrous information: weekly review of metal spot trading * signs of lead peak season * increasing bullish sentiment in cobalt prices

게시됨: Jul 25, 2020 13:00
[summary of important non-ferrous information] Weekly review of spot trading of basic metals * scrap copper rod defeats electrolytic copper rod rapid decline in operating rate of national electrolytic copper rod enterprises * increased export pressure of tin industry in diplomatic "black swan" increased supply and demand difference between alumina regions * doubt of UHV demand in cable industry * small increase in inventory, negative drop in wages, relatively low aluminum bar market * signs of traditional peak season Weekly start-up of lead-acid batteries to maintain stability * the macro risk of strengthening Sino-US relations is expected to be difficult for zinc prices to continue to rise * the export pressure of the tin industry increases in the diplomatic "black swan" * South Korea's export business declined in the first half of the year, crude steel procurement reduced raw material demand followed by decline.

Metal news

The 15th lead and Zinc Summit came to a successful conclusion! There are many interesting points when the high-ranking friends are full of people.

Weekly Review of spot transactions of SMM Base Metals (2020.07.20-2020.07.24)

Waste copper rod defeats electrolytic copper rod the operating rate of electrolytic copper rod enterprises in the whole country is declining rapidly.

China Copper Weekly (20200724)

SMM Alumina spot Weekly Review: the difference between supply and demand between regions highlights that prices in Shanxi and Henan will fall slightly in the short term (2020.7.20-7.24)

China Aluminum Market Weekly report (20200724)

SMM Bauxite spot Weekly Review (2020.7.20-7.24)

[SMM Weekly Survey] it is doubtful that the UHV demand of the cable industry is weak in the middle and lower reaches of the off-season.

[SMM analysis] A small increase in inventory, a negative drop in wages, and a relatively low market for aluminum bars.

[SMM investigation] the traditional peak season is beginning to show that the lead-acid battery is in operation on a weekly basis to maintain its stability.

[SMM investigation] the weekly operating rate of recycled lead after refinery overhaul has increased to 53.5%.

Li [round table interview] "New Infrastructure" predicts the lead and zinc prices driven by zinc consumption and the TC trend of domestic mines.

China lead Weekly (20200724)

China Zinc Weekly (20200724)

Summary of the second quarter results of major overseas nickel mining enterprises [SMM summary] (under update)

Hu [SMM Analysis] Shanghai Nickel soared in the morning and suddenly narrowed its diving rise in the afternoon. The market is complicated and confusing.

[SMM Analysis] diplomatic "Black Swan" appears the export pressure of tin industry increases, chip production increases in the first half of the year compared with the same period last year, the bright spot of downstream demand for tin in the domestic market

July 24 SMM China Tin Market Weekly report

July 24 thread week carding: another "black swan" what about the steel price next week?

[SMM current Weekly Review] the price is safe and sound at the beginning of the fall. It is suspected that the road is blocked.

South Korea's export business declined in the first half of the year, crude steel procurement reduced raw material demand, followed by a decline in demand for raw materials.

Chinese stainless Steel Weekly report (20200724)

SMM magnesium spot Weekly Review] magnesium ingots continue to weaken and prices fall into a stalemate again (2020.07.20-2020.07.24)

The upper reaches of magnesium ingots are not convinced by the cost of the upstream of magnesium ingots. [SMM analysis]

"Weekly Review of imported Manganese Ore (7.20-7.24): quotation homeopathic reduction period combined with profit

China Electrolytic Manganese Industry chain Weekly report (20200724)

Electrolytic Manganese Weekly Review (7.20-7.24): the willingness of manganese factory to increase the price of steel in August is the focus of the market.

[SMM Cobalt Lithium spot Weekly report (0720-0724)] bullish sentiment in cobalt prices increases the upside of lithium prices is squeezed.

July Bulletin of SMM Silicon Market: supply constraints do not return to trough hoarding helps to raise prices

Weekly Review of Si-mn Market (7.20-7.24): the willingness of the steel market to rise before the move is stronger.

Polysilicon Weekly Review-Triple factors support a sharp rise in prices

SMM: indium gallium germanium bismuth selenium tellurium market review and price prospect

[small Metal Summit] Gold in the second half of the year may challenge the all-time high influencing factors and investment suggestions here!

[small Metal Summit] SMM: epidemic factors significantly affect Antimony production waiting for the third quarter of Antimony City Liuyanhuaming

Selected SMM Weekly report

Selected from SMM Weekly report: the transportation of Peruvian copper mine has been blocked and the follow-up copper supply has aroused concern.

[SMM Weekly report] lead consumption downstream can be expected & waste batteries are relatively optimistic in the trend of tight supply.

[selected SMM Weekly] the macro risk of strengthening Sino-US relations is expected to be difficult for zinc prices to continue to rise.

Hu [SMM Weekly report] the support of the Shanghai-tin 20-day moving average is quite stable and is expected to fluctuate slightly upward along the five-day moving average in the short term.

[SMM Weekly report selected] Nickel pig iron short-term market price may maintain stable operation downstream demand as the main influencing factor

Rare Earth Weekly selection] the rare earth market is generally stable and a small number of light, medium and heavy rare earth products are being adjusted slightly.

Special recommendation for SMM

Special Topics on SMM Copper Market Research

Special Topics on News investigation of SMM Aluminum Industry chain

Special Topics on SMM Zinc Market Research

Special Topics on SMM lead Market Research

Special Topics on SMM Ni-Cr stainless Steel Industry chain

Special Topics on SMM Silicon Industry chain Research

Special Topics on SMM Steel and Thread Steel

Special topic on Iron and Steel SMM

Special topic on Hot Rolling of SMM Steel

Zou Youchang, SMM, looks at the special topic of Steel City.

Scan the QR code and join the SMM metal communication group.

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