[SMM Today's News] Nickel in Shanghai is up 5.47% | Zinc price soars in April and risk increases in April | Lithium carbonate price continues to fall.

Today's focus

Copper metal is up more than 5%, Shanghai nickel is up more than 5%, and iron ore is down by more than 1% [SMM Daily Review]

"View SMM Metal spot Historical Price

General Administration of Customs: exports of aluminum and rare earths increased by 26.7% and 6.5% respectively, steel imports decreased by 13.4% in the first quarter.

Talking about the price and demand of waste aluminum in the near future [SMM analysis]

Concussion and weak operation of Manganese Silicon throughout the day [SMM Manganese Silicon Review]

The higher-than-expected market demand in March led to a 6.6% increase in molybdenum concentrate production [SMM analysis]

Does the "myth" of hexafluorine price of "new players" increase again in the hexafluorine market? [SMM analysis]

Today, the average price of lithium carbonate fell below 500000 yuan to continue to decline! Rongjie's net profit soared by more than 224% last year compared with the same period last year [SMM Express]

Why did iron ore imports drop sharply during the peak season in March? It will pick up significantly in April [SMM analysis]

"the impact of the epidemic on car companies is higher than expected. The impact on downstream demand in April may reach 15-20% [SMM analysis]

Ford Motor layout Lithium supply chain bet on DLE Direct Lithium extraction Technology [SMM hotspot]

Hua Xinli Hua invests in Indonesia Wedabay rising Sun (Ice Nickel) Project [SMM concern]

European Energy crisis superimposed by LME Zinc prices continue to soar in April trading risk increases [SMM monthly outlook]

Follow-up research by SMM: the current situation of the metal industry under the epidemic (continuously updated)

Summary of the performance of the metal industry chain in the first quarter of 2022

SMM Daily Review

Conflict between Russia and Ukraine resumes soaring US CPI Index BC Copper continues to rise yesterday [SMM Daily Review]

The price of recycled copper is the highest in half a year as the market goes higher [SMM Daily Review]

The price of aluminum has risen by 210 yuan per ton of waste aluminum, following the rapid rise of waste aluminum [Daily Review]

Overseas alumina continues to decline and the domestic long-short game is very tight [SMM Daily Review]

"the processing fees of aluminum bars in South China have risen sharply, and the willingness to receive goods downstream has been strengthened [daily review of spot aluminum bars]

The tight supply of pure nickel aggravates and is eager for strong support of nickel price [SMM Nickel Daily Review]

The price difference between the north and the south of high-carbon ferrochromium narrowed under the expectation of production reduction in steel mills, the iron price is under great pressure [SMM Daily Review]

The spot transaction price of stainless steel has bottomed out and rebounded [Foshan stainless Steel Daily Review]

A trial of Manganese Price rising slightly low [SMM Daily Review]

The price of Si-mn fluctuates and the actual transaction is still weak [SMM Si-mn Daily Review]

Price loosening of Manganese Ore in Gabon [Daily Review of SMM Manganese Mine]

Iron ore imports dropped sharply to 87.28 million tons in March 2022 compared with the same period last year [SMM Review]

Downstream aluminum alloy construction weakening silicon traders purchase on demand [SMM Silicon Daily Review]

Cemented carbide start weakening domestic tungsten market on-demand procurement [SMM Tungsten City Daily Review]

The downstream resistance psychology strengthens the market price to stop rising and stabilize [SMM Molybdenum Daily Review]

It is still difficult for some coke enterprises to ship goods affected by the epidemic situation [SMM Coke spot Daily Review]

Inflation data from China and the United States raise concerns about the strengthening of silver prices [SMM Daily Review]

The rare earth market continues the downward trend. The operating rate of magnetic materials enterprises is declining compared with the previous month [SMM Daily Review]

Mr. SMM spot KuaiBao

The price of copper has risen sharply and the monthly difference is large. The holder has reduced the price to ship [SMM North China Copper spot]

Stocks and copper prices are both higher, causing rising water to fall under pressure [SMM South China Copper spot]

The monthly difference between SMM and Shanghai has widened to nearly RMB400 / ton. Shanghai spot can barely hold Xiaoshengshui [Shanghai Copper spot]

Affected by the epidemic, there is still no market in the foreign trade market for poor handover [SMM Yangshan copper spot]

The center of gravity of Shanghai aluminum rebounded by 2% to maintain a small discount [SMM aluminum spot afternoon review]

The rebound of Shanghai Aluminum leads to spot transaction in South China [SMM South China Aluminum spot]

"the processing fees of aluminum bars in South China have risen sharply, and the willingness to receive goods downstream has been strengthened [daily review of spot aluminum bars]

"SMM Shanghai" lead Market: lead weak volatility spot Market also traded lightly [SMM afternoon Review]

Lead market situation in "other regions" KuaiBao: lead price is flat, logistics and transportation is limited, trading in the market is still light [SMM lead afternoon review]

Shanghai Zinc: unified discount expansion of Market quotation [SMM afternoon Review]

Tianjin Zinc: zinc prices have risen sharply Today, the actual transaction discount for traders has been expanded [SMM afternoon Review]

Guangdong Zinc: the change from monthly difference to Back structure market has changed greatly [SMM afternoon review]

Spot tin prices fell slightly and market shipments were stable [SMM tin afternoon review]

The supply of pure nickel continues to rise tighter and higher [SMM Nickel spot afternoon Review]

There are still restrictions on the simultaneous rise of stainless steel futures prices and transportation is not smooth [stainless steel spot information]

It is still difficult for some coke enterprises to ship goods affected by the epidemic situation [SMM Coke spot Daily Review]

The price of magnesium is under pressure to go down [KuaiBao of SMM magnesium ingots]

The trend of industry

The impact of the epidemic, release of production capacity, and worries about excess German Nano directly face the "three big questions" of investors.

General Motors finalizes Glencore Australian Cobalt Mineral Energy in a rush to buy raw materials for electric cars

The sales volume of Li-Li electricity plate is growing rapidly. Putailai made a net profit of 637 million in the first quarter.

The business income of Xinwangda's power battery in 2021 is 2.933 billion yuan, an increase of nearly 6 times compared with the same period last year.

Net profit of steel sheet in 2021 increased by 550.77% compared with the same period last year, and strive to complete 11.29 million tons of crude steel in 2022.

Beijing Express: cumulative installed capacity of photovoltaic and wind power generation 1402.97MW in the first quarter

Yunnan energy investment: the clean energy sector grew steadily and the net profit in the first quarter increased by 31% compared with the same period last year.

Medium tungsten high-tech: the net profit in the first quarter is expected to increase by 30.53% 40.76% compared with the same period last year.

Jingsheng Mechatronics: benefit from the first quarter net profit of photovoltaic increased by 42.09% Mel 70.51% compared with the same period last year.

Gold, silver and copper weekly options on Monday and Wednesday will be launched on May 2.

Notice: 2022 China Tungsten and Molybdenum Industry Market and Application Summit Forum postponed

Notice: 2022 SMM (17th) International lead and Zinc Summit postponed

Notice: the 17th China Silver Market and Application Industry Summit was postponed in 2022

April 13 LME Metal inventory

LME metal spot sticker on April 12

LME0-3 copper discount $16.25 / ton

LME0-3 aluminum discount US $31.87 / ton

LME0-3 lead liter is 11 US dollars per ton

LME0-3 zinc liter water 40.75 USD / ton

LME0-3 tin liter water is US $315 / ton

LME0-3 nickel discount $35 / ton