[SMM Analysis] Is the Nickel Ore Market Changing Rapidly Within the Week?

๊ฒŒ์‹œ๋จ: Dec 20, 2024 16:30
์ถœ์ฒ˜: SMM
SMM, December 20th:

Recently, the global nickel ore market has experienced some significant changes, particularly in Indonesia and the Philippines, where industry dynamics in these two major nickel ore-producing countries have drawn considerable attention.

Firstly, the monthly benchmark price of Indonesian domestic trade laterite nickel ore saw a slight decline in January 2025, down approximately 1.03% MoM compared to December 2024. This trend was mainly influenced by the weak performance of LME nickel prices. Additionally, although the premium price of Indonesian domestic trade laterite nickel ore remained between $15-$16/wmt, a small portion of medium-grade or impure nickel ore has started to trade at a lower price of $14/wmt. This indicates a divergence in demand for nickel ore of different grades in the market and suggests that the CIF price of Indonesian domestic trade laterite nickel ore in January may experience slight fluctuations.

๋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
SMM ๊ณ ๊ธ‰ NPI ์‹ฌ๋ฆฌ ์ƒ์Šน, ํ•˜๋ฅ˜ ์ง‘์ค‘ ๋งค์ˆ˜ ๋ฐ ๊ฐ€๊ฒฉ ์ธ์ƒ์— ํž˜์ž…์–ด
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SMM ๊ณ ๊ธ‰ NPI ์‹ฌ๋ฆฌ ์ƒ์Šน, ํ•˜๋ฅ˜ ์ง‘์ค‘ ๋งค์ˆ˜ ๋ฐ ๊ฐ€๊ฒฉ ์ธ์ƒ์— ํž˜์ž…์–ด
๋” ๋ณด๊ธฐ
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SMM ๊ณ ๊ธ‰ NPI ์‹ฌ๋ฆฌ ์ƒ์Šน, ํ•˜๋ฅ˜ ์ง‘์ค‘ ๋งค์ˆ˜ ๋ฐ ๊ฐ€๊ฒฉ ์ธ์ƒ์— ํž˜์ž…์–ด
[SMM ๋‹ˆ์ผˆ ์†๋ณด] 6์›” 17์ผ ์†Œ์‹, SMM ๊ณ ํ’ˆ์œ„ NPI ์‹œ์žฅ ์‹ฌ๋ฆฌ ์ง€์ˆ˜๋Š” 2.33์œผ๋กœ ์ „์›” ๋Œ€๋น„ 0.02 ์ƒ์Šนํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ณ ํ’ˆ์œ„ NPI ์ƒ๋ฅ˜ ์‹ฌ๋ฆฌ ์ง€์ˆ˜๋Š” 2.77๋กœ ์ „์›” ๋Œ€๋น„ 0.02 ์ƒ์Šน, ํ•˜๋ฅ˜ ์‹ฌ๋ฆฌ ์ง€์ˆ˜๋Š” 1.9๋กœ ์ „์›” ๋Œ€๋น„ 0.03 ์ƒ์Šนํ–ˆ์Šต๋‹ˆ๋‹ค. NPI ์‹œ์žฅ์€ ํ•˜๋ฅ˜์˜ ์ง‘์ค‘ ๋งค์ˆ˜์— ํž˜์ž…์–ด ์ „๋ฐ˜์ ์ธ ๊ฐ€๊ฒฉ์ด ์˜ค๋ฆ„์„ธ๋ฅผ ์ด์–ด๊ฐ”๊ณ , ์ „ ๋“ฑ๊ธ‰ ๊ณต๊ธ‰์ด ๋™๋ฐ˜ ๊ฐ•์„ธ๋ฅผ ๋ณด์ด๋ฉฐ ์‹œ์žฅ์ด ์ƒ์Šน ๋ณ€๋™ํ–ˆ์Šต๋‹ˆ๋‹ค.
11์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 17์ผ)
12์‹œ๊ฐ„ ์ „
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 17์ผ)
๋” ๋ณด๊ธฐ
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 17์ผ)
๋ฐ์ดํ„ฐ: SHFE, DCE ์‹œ์žฅ ๋™ํ–ฅ (6์›” 17์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 6์›” 17์ผ SHFE ๋ฐ DCE์˜ ์ฒ ๊ธˆ์† ๋ฐ ๋น„์ฒ ๊ธˆ์† ๋ณ€๋™์„ ๋‚˜ํƒ€๋ƒ…๋‹ˆ๋‹ค.
12์‹œ๊ฐ„ ์ „
[NPI ์ผ์ผ ๋ฆฌ๋ทฐ] ์ž์› ๊ณต๊ธ‰์ด ๊ณ„์† ํƒ€์ดํŠธํ•ด์ง€๋ฉฐ NPI ์‹œ์žฅ์€ ์—ฌ์ „ํžˆ ์ƒ์Šน ์—ฌ์ง€๊ฐ€ ์žˆ์Šต๋‹ˆ๋‹ค
12์‹œ๊ฐ„ ์ „
[NPI ์ผ์ผ ๋ฆฌ๋ทฐ] ์ž์› ๊ณต๊ธ‰์ด ๊ณ„์† ํƒ€์ดํŠธํ•ด์ง€๋ฉฐ NPI ์‹œ์žฅ์€ ์—ฌ์ „ํžˆ ์ƒ์Šน ์—ฌ์ง€๊ฐ€ ์žˆ์Šต๋‹ˆ๋‹ค
๋” ๋ณด๊ธฐ
[NPI ์ผ์ผ ๋ฆฌ๋ทฐ] ์ž์› ๊ณต๊ธ‰์ด ๊ณ„์† ํƒ€์ดํŠธํ•ด์ง€๋ฉฐ NPI ์‹œ์žฅ์€ ์—ฌ์ „ํžˆ ์ƒ์Šน ์—ฌ์ง€๊ฐ€ ์žˆ์Šต๋‹ˆ๋‹ค
[NPI ์ผ์ผ ๋ฆฌ๋ทฐ] ์ž์› ๊ณต๊ธ‰์ด ๊ณ„์† ํƒ€์ดํŠธํ•ด์ง€๋ฉฐ NPI ์‹œ์žฅ์€ ์—ฌ์ „ํžˆ ์ƒ์Šน ์—ฌ์ง€๊ฐ€ ์žˆ์Šต๋‹ˆ๋‹ค
[SMM ์ผ์ผ ๋ฆฌ๋ทฐ: ์ž์› ๊ณต๊ธ‰ ์ถ•์†Œ, ๋‹ˆ์ผˆ ์ฒ  ์‹œ์žฅ ์—ฌ์ „ํžˆ ์ƒ์Šน ์—ฌ์ง€ ์žˆ์–ด] 6์›” 17์ผ, SMM ๊ณ ๊ธ‰ NPI์˜ ์—…์ŠคํŠธ๋ฆผ ๊ฐ์ • ์ง€์ˆ˜๋Š” 2.77๋กœ ์ „์ผ ๋Œ€๋น„ 0.02 ์ƒ์Šนํ–ˆ๊ณ , ๊ณ ๊ธ‰ NPI์˜ ๋‹ค์šด์ŠคํŠธ๋ฆผ ๊ฐ์ • ์ง€์ˆ˜๋Š” 1.9๋กœ ์ „์ผ ๋Œ€๋น„ 0.03 ์ƒ์Šนํ–ˆ์Šต๋‹ˆ๋‹ค.
12์‹œ๊ฐ„ ์ „
SMM, December 20th: Recently, the global nickel ore market has experi - Shanghai Metals Market (SMM)