Primary lead smelters operating rates fell to 59% last week

๊ฒŒ์‹œ๋จ: Dec 21, 2020 13:59
Operating rates across primary lead smelters in Henan, Hunan and Yunnan provinces lost 1.9 percentage points from the previous week to 59% in the week ended December 21, showed an SMM survey.

SHANGHAI, Dec 21 (SMM) — Operating rates across primary lead smelters in Henan, Hunan and Yunnan provinces lost 1.9 percentage points from the previous week to 59% in the week ended December 18, showed an SMM survey. 
The average operating rate fell 2.7 percentage points to 75% in Henan as Xinling started maintenance. Henan Jinli operated at nearly full capacity as raw materials supply increased.
The average operating rate declined 2.7 percentage points to 49% in Hunan as Jinxin slightly cut output due to local electricity restrictions. 
Stepped-up production at Yunnan Gejiu Chuangyuan lifted local operating rates by 1.1 percentage points to 35%. 

๋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
๋‹ˆ์ฝœ๋ผ ๋งˆ์ด๋‹, ํŠธ๋ ˆ์ € ๋งˆ์šดํ‹ด ๊ด‘์‚ฐ ํ‰๊ฐ€ ์™„๋ฃŒ, 2027๋…„ ์žฌ๊ฐ€๋™ ๋ชฉํ‘œ
49๋ถ„ ์ „
๋‹ˆ์ฝœ๋ผ ๋งˆ์ด๋‹, ํŠธ๋ ˆ์ € ๋งˆ์šดํ‹ด ๊ด‘์‚ฐ ํ‰๊ฐ€ ์™„๋ฃŒ, 2027๋…„ ์žฌ๊ฐ€๋™ ๋ชฉํ‘œ
๋” ๋ณด๊ธฐ
๋‹ˆ์ฝœ๋ผ ๋งˆ์ด๋‹, ํŠธ๋ ˆ์ € ๋งˆ์šดํ‹ด ๊ด‘์‚ฐ ํ‰๊ฐ€ ์™„๋ฃŒ, 2027๋…„ ์žฌ๊ฐ€๋™ ๋ชฉํ‘œ
๋‹ˆ์ฝœ๋ผ ๋งˆ์ด๋‹, ํŠธ๋ ˆ์ € ๋งˆ์šดํ‹ด ๊ด‘์‚ฐ ํ‰๊ฐ€ ์™„๋ฃŒ, 2027๋…„ ์žฌ๊ฐ€๋™ ๋ชฉํ‘œ
9์›” 9์ผ, Nicola Mining์€ ๋…๋ฆฝ ์—”์ง€๋‹ˆ์–ด๋ง ํšŒ์‚ฌ์ธ McElhanney๊ฐ€ Treasure Mountain ์€-๋‚ฉ-์•„์—ฐ ๊ด‘์‚ฐ(์บ๋‚˜๋‹ค ๋ธŒ๋ฆฌํ‹ฐ์‹œ์ปฌ๋Ÿผ๋น„์•„์ฃผ ํ˜ธํ”„ ๋ถ๋™์ชฝ ์•ฝ 30km)์— ๋Œ€ํ•œ ์ง€ํ•˜ ํ‰๊ฐ€๋ฅผ ์™„๋ฃŒํ•˜์—ฌ 2027๋…„ ์žฌ๊ฐœ ๊ณ„ํš์„ ์ง„์ „์‹œ์ผฐ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค. 1๋ฒˆ๊ณผ 2๋ฒˆ ๊ฐฑ๊ตฌ๋Š” ์ ‘๊ทผ ๊ฐ€๋Šฅํ•˜๊ณ  ์˜จ์ „ํ•œ ์ƒํƒœ๋กœ ์œ ์ง€๋˜๊ณ  ์žˆ์œผ๋ฉฐ, ์ฃผ์š” ์ž‘์—…์žฅ, ํšก๋‹จ๊ฐฑ๋„, ์ฑ„๊ตด ์™„๋ฃŒ ๊ตฌ์—ญ ๋ฐ ์ผ๋ถ€ ์—ญ์‚ฌ์  ๊ธฐ๋ฐ˜ ์‹œ์„ค์ด ์ œ์ž๋ฆฌ์— ์žˆ๊ณ , ์ž์—ฐ ํ™˜๊ธฐ๊ฐ€ ์›ํ™œํ•˜๋ฉฐ, ์ถ”๊ฐ€ ํ‰๊ฐ€์— ์žฅ์• ๋ฌผ์€ ํ™•์ธ๋˜์ง€ ์•Š์•˜์œผ๋‚˜ ๊ตญ๋ถ€์ ์ธ ์ง€๋ณด ๋ณด๊ฐ•์ด ํ•„์š”ํ•œ ์ƒํƒœ์ด๋‹ค.
49๋ถ„ ์ „
์ฒญ๋‘”๊ด‘์—…, 7์–ต 900๋งŒ ์œ„์•ˆ์— ํ‹ฐ๋ฒ ํŠธ ํ•˜์ดํ…… ์ง€๋ถ„ 65% ์ธ์ˆ˜โ€ฆ ์€ยท๋‚ฉยท์•„์—ฐ ์ž์› ํ™•๋Œ€
50๋ถ„ ์ „
์ฒญ๋‘”๊ด‘์—…, 7์–ต 900๋งŒ ์œ„์•ˆ์— ํ‹ฐ๋ฒ ํŠธ ํ•˜์ดํ…… ์ง€๋ถ„ 65% ์ธ์ˆ˜โ€ฆ ์€ยท๋‚ฉยท์•„์—ฐ ์ž์› ํ™•๋Œ€
๋” ๋ณด๊ธฐ
์ฒญ๋‘”๊ด‘์—…, 7์–ต 900๋งŒ ์œ„์•ˆ์— ํ‹ฐ๋ฒ ํŠธ ํ•˜์ดํ…… ์ง€๋ถ„ 65% ์ธ์ˆ˜โ€ฆ ์€ยท๋‚ฉยท์•„์—ฐ ์ž์› ํ™•๋Œ€
์ฒญ๋‘”๊ด‘์—…, 7์–ต 900๋งŒ ์œ„์•ˆ์— ํ‹ฐ๋ฒ ํŠธ ํ•˜์ดํ…… ์ง€๋ถ„ 65% ์ธ์ˆ˜โ€ฆ ์€ยท๋‚ฉยท์•„์—ฐ ์ž์› ํ™•๋Œ€
9์›” 3์ผ, ์ฒญํˆฐ๊ด‘์—…์€ ์žํšŒ์‚ฌ ์“ฐ์ดจ์„ฑํŽ‘์œ„์•ˆ๊ด‘์—…์ด ๋ฅ˜์ญ์ฅ”์œผ๋กœ๋ถ€ํ„ฐ ํ‹ฐ๋ฒ ํŠธ ํ•˜์ดํ……์‹ค์—… ์ง€๋ถ„ 65%๋ฅผ 7์–ต 900๋งŒ ์œ„์•ˆ์— ์ธ์ˆ˜ํ•œ๋‹ค๊ณ  ๊ณต์‹œํ–ˆ๋‹ค. ์ธ์ˆ˜๊ฐ€ ์™„๋ฃŒ๋˜๋ฉด ๋Œ€์ƒ ํšŒ์‚ฌ๋Š” ์—ฐ๊ฒฐ ์‹ค์ฒด์— ํŽธ์ž…๋œ๋‹ค. ํ‹ฐ๋ฒ ํŠธ ํ•˜์ดํ……์€ ํ‹ฐ๋ฒ ํŠธ ๋ผ์‹ธ์‹œ ๋ชจ์ฃผ๊ถ์นดํ˜„๊ณผ ๋ฆฐ์ €์šฐํ˜„์— ์œ„์น˜ํ•œ ๋ฐ”๊ฐ€๋ผ(๋™๋ถ€) ์—ฐ-์•„์—ฐ ๊ด‘์‚ฐ์˜ ํƒ์‚ฌ๊ถŒ์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์œ ํšจ๊ธฐ๊ฐ„์€ 2026๋…„ 7์›” 28์ผ๋ถ€ํ„ฐ 2031๋…„ 7์›” 27์ผ๊นŒ์ง€์ด๊ณ  ๋ฉด์ ์€ 42.0668kmยฒ๋‹ค. ๋Œ€์ƒ ๊ด‘์‚ฐ์€ ์€์ด ๋Œ€ํ˜• ๊ด‘์ƒ ๊ทœ๋ชจ, ์—ฐ๊ณผ ์•„์—ฐ์ด ์ค‘ํ˜• ๊ด‘์ƒ ๊ทœ๋ชจ์ด๋ฉฐ, ํ’ˆ์œ„๋Š” ์ค‘๊ฐ„ ์ˆ˜์ค€์ด๊ณ  ๊ด‘์„ ํ’ˆ์งˆ์ด ์–‘ํ˜ธํ•˜๋‹ค. ์ด๋ฒˆ ๊ฑฐ๋ž˜๋กœ ํšŒ์‚ฌ์˜ ์€-์—ฐ-์•„์—ฐ ์ž์› ๊ธฐ๋ฐ˜์ด ํ™•๋Œ€๋˜๊ณ  ๊ด‘๋ฌผ ํฌํŠธํด๋ฆฌ์˜ค๊ฐ€ ์ตœ์ ํ™”๋  ๊ฒƒ์ด๋‹ค.
50๋ถ„ ์ „
๋น„์Šค์ฆ๋ผ ์ฝ”ํผ, ์•Œ๋ž˜์Šค์นด ๋ธํƒ€ ์•„์—ฐ-๋‚ฉ-๊ตฌ๋ฆฌ VMS ํ”„๋กœ์ ํŠธ ์ธ์ˆ˜; ์• ๊ทธ๋‹ˆ์ฝ”, ์ง€๋ถ„ 19.99% ํ™•๋ณด
3์‹œ๊ฐ„ ์ „
๋น„์Šค์ฆ๋ผ ์ฝ”ํผ, ์•Œ๋ž˜์Šค์นด ๋ธํƒ€ ์•„์—ฐ-๋‚ฉ-๊ตฌ๋ฆฌ VMS ํ”„๋กœ์ ํŠธ ์ธ์ˆ˜; ์• ๊ทธ๋‹ˆ์ฝ”, ์ง€๋ถ„ 19.99% ํ™•๋ณด
๋” ๋ณด๊ธฐ
๋น„์Šค์ฆ๋ผ ์ฝ”ํผ, ์•Œ๋ž˜์Šค์นด ๋ธํƒ€ ์•„์—ฐ-๋‚ฉ-๊ตฌ๋ฆฌ VMS ํ”„๋กœ์ ํŠธ ์ธ์ˆ˜; ์• ๊ทธ๋‹ˆ์ฝ”, ์ง€๋ถ„ 19.99% ํ™•๋ณด
๋น„์Šค์ฆ๋ผ ์ฝ”ํผ, ์•Œ๋ž˜์Šค์นด ๋ธํƒ€ ์•„์—ฐ-๋‚ฉ-๊ตฌ๋ฆฌ VMS ํ”„๋กœ์ ํŠธ ์ธ์ˆ˜; ์• ๊ทธ๋‹ˆ์ฝ”, ์ง€๋ถ„ 19.99% ํ™•๋ณด
Vizsla Copper๋Š” Agnico Eagle๋กœ๋ถ€ํ„ฐ ์•Œ๋ž˜์Šค์นด์˜ Delta ๋‹ค๊ธˆ์† VMS ํ”„๋กœ์ ํŠธ์™€ Helm Bay ๊ธˆ ํ”„๋กœ์ ํŠธ์˜ ์ง€๋ถ„ 100%๋ฅผ ์ธ์ˆ˜ํ•˜๊ธฐ๋กœ ํ•ฉ์˜ํ–ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค. ๊ฑฐ๋ž˜๋Š” 2026๋…„ 4๋ถ„๊ธฐ์— ์™„๋ฃŒ๋  ์˜ˆ์ •์ด๋‹ค. Delta๋Š” ์•„์—ฐ 3.8%, ๋‚ฉ 1.7%, ๊ตฌ๋ฆฌ 0.6%, ์€ 62g/t, ๊ธˆ 1.7g/t ํ’ˆ์œ„์˜ 1,540๋งŒ ํ†ค์— ๋‹ฌํ•˜๋Š” ๊ณผ๊ฑฐ ์ž์›๋Ÿ‰ ์ถ”์ •์น˜๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋‚˜, ์ด ์ถ”์ •์น˜๋Š” ํ˜„์žฌ ๊ด‘๋ฌผ์ž์›์œผ๋กœ ๊ฒ€์ฆ๋˜์ง€ ์•Š์•˜๋‹ค. Vizsla๋Š” Agnico์— 2,252๋งŒ ์ฃผ๋ฅผ ๋ฐœํ–‰ํ•  ์˜ˆ์ •์ด๋ฉฐ, ์ด๋Š” ๊ณ„์•ฝ ์ฒด๊ฒฐ ์‹œ์  ๊ธฐ์ค€ ๋ฐœํ–‰ ์ฃผ์‹์˜ ์•ฝ 19.99%์— ํ•ด๋‹นํ•œ๋‹ค. ๋…๋ฆฝ ์ฃผ์ฃผ ์Šน์ธ์„ ์กฐ๊ฑด์œผ๋กœ ์ถ”๊ฐ€ 290๋งŒ ์ฃผ๊ฐ€ ๋ฐœํ–‰๋˜๋ฉด Agnico์˜ ์ง€๋ถ„์œจ์€ ์•ฝ 22%๋กœ ๋†’์•„์ง„๋‹ค. ๋Œ€๊ฐ€์—๋Š” ์ฃผ๋‹น 1.95์บ๋‚˜๋‹ค๋‹ฌ๋Ÿฌ์— ํ–‰์‚ฌ ๊ฐ€๋Šฅํ•œ 2๋…„ ๋งŒ๊ธฐ ์‹ ์ฃผ์ธ์ˆ˜๊ถŒ 304๋งŒ ๊ฐœ์™€ Delta ๋ฐ Helm Bay์— ๊ฐ๊ฐ ์„ค์ •๋˜๋Š” 2% ๋ฐ 3%์˜ NSR ๋กœ์—ดํ‹ฐ๊ฐ€ ํฌํ•จ๋œ๋‹ค. Agnico๋Š” Vizsla์˜ ๊ฑฐ๋ž˜ ์ข…๋ฃŒ ํ›„ ์ž๊ธˆ ์กฐ๋‹ฌ ๊ทœ๋ชจ๊ฐ€ 3,000๋งŒ ์บ๋‚˜๋‹ค๋‹ฌ๋Ÿฌ๋ฅผ ์ดˆ๊ณผํ•  ๊ฒฝ์šฐ ์ตœ๋Œ€ 500๋งŒ ์บ๋‚˜๋‹ค๋‹ฌ๋Ÿฌ๊นŒ์ง€ ํˆฌ์žํ•  ์ˆ˜ ์žˆ๋‹ค.
3์‹œ๊ฐ„ ์ „
Primary lead smelters operating rates fell to 59% last week - Shanghai Metals Market (SMM)