Summary of SMM Lead Morning Meeting: Interweaving of Inventory Expectations and Raw Material Costs, Lead Price May First Decline and Then Rise. Macroscopically, the hawkish remarks of the Federal Reserve combined with the weaker-than-expected employment data released on Friday, the worries about interest rate hikes fermented, and the collective green of non-ferrous metals. Entering this week, the delivery of SHFE lead 2311 contract is approaching, and the inventory expectations brought by the delivery of lead ingots and warehouses are expected to increase, which may drag down the lead price. In terms of secondary lead, raw material demand is strong, scrap battery prices are firm...
데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.