Lithium Carbonate Futures Hit New Low, Long-Term Supply Pressure Is Enormousย 

๊ฒŒ์‹œ๋จ: Nov 7, 2023 17:09
์ถœ์ฒ˜: SMM
Since the beginning of November, the price of lithium carbonate futures has been falling. On November 7, it once fell to a low of 141,200 yuan/mt, a new low since the futures were launched. As of the close, the most-traded lithium carbonate futures contract dropped 4.33% to 142,550 yuan/mt.

๋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
ํƒ„์‚ฐ๋ฆฌํŠฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ: 7.13-7.16 ํ˜„๋ฌผ ํƒ„์‚ฐ๋ฆฌํŠฌ ๊ฐ€๊ฒฉ ์ง€์† ํ•˜๋ฝ [SMM ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
35๋ถ„ ์ „
ํƒ„์‚ฐ๋ฆฌํŠฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ: 7.13-7.16 ํ˜„๋ฌผ ํƒ„์‚ฐ๋ฆฌํŠฌ ๊ฐ€๊ฒฉ ์ง€์† ํ•˜๋ฝ [SMM ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
ํƒ„์‚ฐ๋ฆฌํŠฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ: 7.13-7.16 ํ˜„๋ฌผ ํƒ„์‚ฐ๋ฆฌํŠฌ ๊ฐ€๊ฒฉ ์ง€์† ํ•˜๋ฝ [SMM ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
ํƒ„์‚ฐ๋ฆฌํŠฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ: 7.13-7.16 ํ˜„๋ฌผ ํƒ„์‚ฐ๋ฆฌํŠฌ ๊ฐ€๊ฒฉ ์ง€์† ํ•˜๋ฝ [SMM ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
35๋ถ„ ์ „
CATL๊ณผ Alfen, ์–‘ํ•ด๊ฐ์„œ ์ฒด๊ฒฐ
45๋ถ„ ์ „
CATL๊ณผ Alfen, ์–‘ํ•ด๊ฐ์„œ ์ฒด๊ฒฐ
๋” ๋ณด๊ธฐ
CATL๊ณผ Alfen, ์–‘ํ•ด๊ฐ์„œ ์ฒด๊ฒฐ
CATL๊ณผ Alfen, ์–‘ํ•ด๊ฐ์„œ ์ฒด๊ฒฐ
[CATL๊ณผ Alfen, ์–‘ํ•ด๊ฐ์„œ ์ฒด๊ฒฐ] CATL์€ ์ตœ๊ทผ ์‹ ์—๋„ˆ์ง€ ํ†ตํ•ฉ์—…์ฒด Alfen N.V.์™€ ์–‘ํ•ด๊ฐ์„œ๋ฅผ ์ฒด๊ฒฐํ–ˆ์Šต๋‹ˆ๋‹ค. ์–‘์ธก์€ 2027๋…„๋ถ€ํ„ฐ ๋„ค๋œ๋ž€๋“œ ๋ฐ ๊ธฐํƒ€ ์„œ์œ ๋Ÿฝ ๊ตญ๊ฐ€์— 5GWh ๊ทœ๋ชจ์˜ ํ†ˆํ— ๋‚˜ํŠธ๋ฅจ์ด์˜จ ๋ฐฐํ„ฐ๋ฆฌ ์—๋„ˆ์ง€ ์ €์žฅ ์‹œ์Šคํ…œ์„ ๊ตฌ์ถ•ํ•  ๊ณ„ํš์ž…๋‹ˆ๋‹ค. ์ด๋ฒˆ ์ฒด๊ฒฐ์€ ํ†ˆํ— ๋‚˜ํŠธ๋ฅจ์ด์˜จ ๋ฐฐํ„ฐ๋ฆฌ ์—๋„ˆ์ง€ ์ €์žฅ ์‹œ์Šคํ…œ์˜ ์œ ๋Ÿฝ ์‹œ์žฅ ์ฒซ ํ˜„์žฅ ์ ์šฉ ์‚ฌ๋ก€๊ฐ€ ๋  ๊ฒƒ์ž…๋‹ˆ๋‹ค. CATL์€ ์ด ๊ธฐํšŒ๋ฅผ ํ†ตํ•ด ์œ ๋Ÿฝ ์ „๋ ฅ๋ง ๋‚ด ๋‚˜ํŠธ๋ฅจ์ด์˜จ ๋ฐฐํ„ฐ๋ฆฌ ์ ์šฉ์— ๋Œ€ํ•œ ํ˜„์ง€ ๊ฒฝํ—˜์„ ์ถ•์ ํ•˜๊ณ , ์œ ๋Ÿฝ ๊ณ„ํ†ต ๊ธฐ์ค€๊ณผ์˜ ์ œํ’ˆ ํ˜ธํ™˜์„ฑ์„ ๋†’์—ฌ ์œ ๋Ÿฝ์—์„œ ๋‚˜ํŠธ๋ฅจ์ด์˜จ ์—๋„ˆ์ง€ ์ €์žฅ ๊ธฐ์ˆ ์˜ ๋Œ€๊ทœ๋ชจ ํ™•์‚ฐ์„ ์•ž๋‹น๊ธฐ๊ณ  ํƒˆํƒ„์†Œ ๋ฐ ๋‹ค๊ฐํ™”๋œ ์—๋„ˆ์ง€ ์ „ํ™˜์„ ์ถ”์ง„ํ•  ์˜ˆ์ •์ž…๋‹ˆ๋‹ค.
45๋ถ„ ์ „
[SMM ๋ถ„์„] ๋ฆฌํŠฌ ์นด๋ณด๋„ค์ดํŠธ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ์€ ํ•˜๋ฝ์„ธ๋ฅผ ๋ณด์˜€์œผ๋ฉฐ, ํ•˜๋ฅ˜์˜ ์ €๊ฐ€ ๋งค์ˆ˜์„ธ๊ฐ€ ํ™œ๋ฐœํ–ˆ์Šต๋‹ˆ๋‹ค.
53๋ถ„ ์ „
[SMM ๋ถ„์„] ๋ฆฌํŠฌ ์นด๋ณด๋„ค์ดํŠธ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ์€ ํ•˜๋ฝ์„ธ๋ฅผ ๋ณด์˜€์œผ๋ฉฐ, ํ•˜๋ฅ˜์˜ ์ €๊ฐ€ ๋งค์ˆ˜์„ธ๊ฐ€ ํ™œ๋ฐœํ–ˆ์Šต๋‹ˆ๋‹ค.
๋” ๋ณด๊ธฐ
[SMM ๋ถ„์„] ๋ฆฌํŠฌ ์นด๋ณด๋„ค์ดํŠธ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ์€ ํ•˜๋ฝ์„ธ๋ฅผ ๋ณด์˜€์œผ๋ฉฐ, ํ•˜๋ฅ˜์˜ ์ €๊ฐ€ ๋งค์ˆ˜์„ธ๊ฐ€ ํ™œ๋ฐœํ–ˆ์Šต๋‹ˆ๋‹ค.
[SMM ๋ถ„์„] ๋ฆฌํŠฌ ์นด๋ณด๋„ค์ดํŠธ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ์€ ํ•˜๋ฝ์„ธ๋ฅผ ๋ณด์˜€์œผ๋ฉฐ, ํ•˜๋ฅ˜์˜ ์ €๊ฐ€ ๋งค์ˆ˜์„ธ๊ฐ€ ํ™œ๋ฐœํ–ˆ์Šต๋‹ˆ๋‹ค.
53๋ถ„ ์ „
Since the beginning of November, the price of lithium carbonate future - Shanghai Metals Market (SMM)