IMM ์ปจ์†Œ์‹œ์—„์˜ ํ˜„๋Œ€LNGํ•ด์šด ์‹œ๋‚˜๋ฅด๋งˆ์Šค ๋งค๊ฐ, ๋ณด์•ˆ ์šฐ๋ ค ์† ์ •๋ถ€ ์žฅ๋ฒฝ ์ง๋ฉด

๊ฒŒ์‹œ๋จ: Nov 30, 2025 19:48
ํ•œ๊ตญ์˜ IMM ์ปจ์†Œ์‹œ์—„์ด ํ˜„๋Œ€ LNG ํ•ด์šด์„ ์•ฝ 4์ฒœ์–ต ์›์— ์ธ๋„๋„ค์‹œ์•„์˜ ์‹œ๋‚˜๋ฅด ๋งˆ์Šค์— ๋งค๊ฐํ•˜๋Š” ๋ฐฉ์•ˆ์„ ์ถ”์ง„ ์ค‘์ด์ง€๋งŒ, ๊ตญ๊ฐ€ ์ „๋žต LNG ํ™”๋ฌผ์˜ ์šด์†ก์„ ์ฑ…์ž„์ง€๋Š” ํšŒ์‚ฌ์˜ ํ•ด์™ธ ๋งค๊ฐ์„ ์ •๋ถ€๊ฐ€ ๋ง‰์„ ์ˆ˜ ์žˆ์–ด ๊ฑฐ๋ž˜์— ๋ถˆํ™•์‹ค์„ฑ์ด ์ œ๊ธฐ๋˜๊ณ  ์žˆ๋‹ค. ์ปจ์†Œ์‹œ์—„์ด 11๋…„ ๋งŒ์— ํˆฌ์ž ํšŒ์ˆ˜๋ฅผ ๋ชจ์ƒ‰ํ•˜๋Š” ๊ฐ€์šด๋ฐ, ์—๋„ˆ์ง€ ์•ˆ๋ณด ์šฐ๋ ค์™€ ํ˜„๋Œ€ LNG ํ•ด์šด์˜ ๊ฒฝ์Ÿ๋ ฅ ์ €ํ•˜๋กœ ์ธํ•ด ๋Œ€์•ˆ์„ ์š”๊ตฌํ•˜๋Š” ๋ชฉ์†Œ๋ฆฌ๊ฐ€ ๋†’์•„์ง€๊ณ  ์žˆ์œผ๋ฉฐ, ์—ฌ๊ธฐ์—๋Š” ๊ตญ์  ์„ ์‚ฌ HMM์˜ ์žฌ๊ฒ€ํ† ๋‚˜ ์ •์ฑ…-

๋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
Rigid Supply Constraints Intensify Molybdenum Market Tugโ€‘ofโ€‘War in Early September ใ€SMM Molybdenum Analysisใ€‘
11๋ถ„ ์ „
Rigid Supply Constraints Intensify Molybdenum Market Tugโ€‘ofโ€‘War in Early September ใ€SMM Molybdenum Analysisใ€‘
๋” ๋ณด๊ธฐ
Rigid Supply Constraints Intensify Molybdenum Market Tugโ€‘ofโ€‘War in Early September ใ€SMM Molybdenum Analysisใ€‘
Rigid Supply Constraints Intensify Molybdenum Market Tugโ€‘ofโ€‘War in Early September ใ€SMM Molybdenum Analysisใ€‘
ใ€SMM Molybdenum Analysis ใ€‘ SMM News on September 3: In August, Chinaโ€™s molybdenum market maintained a tight balance characterized by relatively tight supply and support from rigid demand. Overall prices rose first and then stabilized, consolidating at highs. 45% molybdenum concentrates shot up to 5,455 yuan/mtu during August 19โ€“25, remaining firmly in the three-year high range; this simultaneously drove spot 60% ferromolybdenum to rise, reaching a phased high of 344,000 yuan/mt on August 24โ€“25.
11๋ถ„ ์ „
[SMM ๋ถ„์„] ์ค‘๊ตญ์€ ๋” ์ด์ƒ ๋™๋‚จ์•„์— ์ฒ ๊ฐ•๋งŒ ์ˆ˜์ถœํ•˜์ง€ ์•Š๋Š”๋‹ค
21๋ถ„ ์ „
[SMM ๋ถ„์„] ์ค‘๊ตญ์€ ๋” ์ด์ƒ ๋™๋‚จ์•„์— ์ฒ ๊ฐ•๋งŒ ์ˆ˜์ถœํ•˜์ง€ ์•Š๋Š”๋‹ค
๋” ๋ณด๊ธฐ
[SMM ๋ถ„์„] ์ค‘๊ตญ์€ ๋” ์ด์ƒ ๋™๋‚จ์•„์— ์ฒ ๊ฐ•๋งŒ ์ˆ˜์ถœํ•˜์ง€ ์•Š๋Š”๋‹ค
[SMM ๋ถ„์„] ์ค‘๊ตญ์€ ๋” ์ด์ƒ ๋™๋‚จ์•„์— ์ฒ ๊ฐ•๋งŒ ์ˆ˜์ถœํ•˜์ง€ ์•Š๋Š”๋‹ค
21๋ถ„ ์ „
[๊ตญ๋‚ด ์ฒ ๊ด‘์„ ๋‹จํ‰] ๋žด์˜ค๋‹ ์„œ๋ถ€ ์ง€์—ญ ์ฒ ์ •๊ด‘ ๊ฐ€๊ฒฉ ์†Œํญ ์ƒ์Šน ์ „๋ง
24๋ถ„ ์ „
[๊ตญ๋‚ด ์ฒ ๊ด‘์„ ๋‹จํ‰] ๋žด์˜ค๋‹ ์„œ๋ถ€ ์ง€์—ญ ์ฒ ์ •๊ด‘ ๊ฐ€๊ฒฉ ์†Œํญ ์ƒ์Šน ์ „๋ง
๋” ๋ณด๊ธฐ
[๊ตญ๋‚ด ์ฒ ๊ด‘์„ ๋‹จํ‰] ๋žด์˜ค๋‹ ์„œ๋ถ€ ์ง€์—ญ ์ฒ ์ •๊ด‘ ๊ฐ€๊ฒฉ ์†Œํญ ์ƒ์Šน ์ „๋ง
[๊ตญ๋‚ด ์ฒ ๊ด‘์„ ๋‹จํ‰] ๋žด์˜ค๋‹ ์„œ๋ถ€ ์ง€์—ญ ์ฒ ์ •๊ด‘ ๊ฐ€๊ฒฉ ์†Œํญ ์ƒ์Šน ์ „๋ง
๋žด์˜ค๋‹์„ฑ ์„œ๋ถ€ ์ง€์—ญ์˜ ์ฒ ๊ด‘์„ ์ •๊ด‘ ๊ฐ€๊ฒฉ์ด ์†Œํญ ์ƒ์Šนํ–ˆ์œผ๋ฉฐ, 66% ํ’ˆ์œ„ ์ฒ ๊ด‘์„ ์ •๊ด‘์˜ ๊ฑด์กฐ ๊ธฐ์ค€ ๊ณต์žฅ ์ธ๋„ ๊ฐ€๊ฒฉ์€ ์„ธ๊ธˆ ํฌํ•จ ํ†ค๋‹น 700~710์œ„์•ˆ์ด๋‹ค. ํ˜„์žฌ ์•ˆ์ „ ์ ๊ฒ€์œผ๋กœ ์ธํ•ด ์„ ๊ด‘ ์ž‘์—…์ด ๋Œ€๋ถ€๋ถ„ ์ค‘๋‹จ๋œ ์ƒํƒœ์—ฌ์„œ ์ฒ ๊ด‘์„ ์ •๊ด‘์˜ ์ „๋ฐ˜์ ์ธ ๊ณต๊ธ‰์ด ๋น„๊ต์  ํƒ€์ดํŠธํ•œ ์ƒํ™ฉ์ด๋‹ค.
24๋ถ„ ์ „
ํ•œ๊ตญ์˜ IMM ์ปจ์†Œ์‹œ์—„์ด ํ˜„๋Œ€ LNG ํ•ด์šด์„ ์•ฝ 4์ฒœ์–ต ์›์— ์ธ๋„๋„ค์‹œ์•„์˜ ์‹œ๋‚˜๋ฅด ๋งˆ์Šค์— ๋งค๊ฐํ•˜๋Š” ๋ฐฉ์•ˆ์„ ์ถ”์ง„ ์ค‘์ด์ง€๋งŒ, ๊ตญ๊ฐ€ - Shanghai Metals Market (SMM)