์ค‘๊ตญ ์™ธ ์—ผ์ˆ˜ ๋งˆ๊ทธ๋„ค์Š˜ ์ œ๋ จ ํ”„๋กœ์ ํŠธ ๊ฐ€์† ๋ฐฐ์น˜, ์œ ๋Ÿฝยท๋ฏธ๊ตญ ํ˜„์ง€ ๋งˆ๊ทธ๋„ค์Š˜ ๊ณต๊ธ‰ ์ฆ๊ฐ€ [SMM ์กฐ์‚ฌ]

๊ฒŒ์‹œ๋จ: Jun 18, 2026 13:54
SMM ๋งˆ๊ทธ๋„ค์Š˜ ์กฐ์‚ฌ: ํ•ด์™ธ ์—ผ์ˆ˜ ๋งˆ๊ทธ๋„ค์Š˜ ์ œ๋ จ ํ”„๋กœ์ ํŠธ ๊ฐ€์†ํ™”, ์œ ๋Ÿฝ ๋ฐ ๋ฏธ๊ตญ ์ง€์—ญ ๋งˆ๊ทธ๋„ค์Š˜ ๊ณต๊ธ‰ ์ฆ๊ฐ€ ์บ๋‚˜๋‹ค ๊ทธ๋ฆฐ๋ž€๋“œ ๋ง๋ฆ„๋น„์—๋ฅด๊ทธ ํ”„๋กœ์ ํŠธ๋Š” ์‚ฌ์ „ ์ž‘์—…์„ ์ง„ํ–‰ ์ค‘์ด๋ฉฐ, ์—ผ์ˆ˜ ๋งˆ๊ทธ๋„ค์Š˜ ์ถ”์ถœ ๋ฐ ํฌํ† ๋ฅ˜ ํšŒ์ˆ˜ ํ…Œ์ŠคํŠธ๋ฅผ ์‹ค์‹œํ•˜๊ณ  ์žˆ์Œ. ์œ ๋Ÿฝ ํ˜์‹  ์œ„์›ํšŒ์˜ 5์ฒœ๋งŒ ์œ ๋กœ ํˆฌ์ž ์‹ค์‚ฌ๋Š” 6์›” ๋ง ์™„๋ฃŒ๋  ์˜ˆ์ •์ด๋ฉฐ, ์ด๋Š” EU์˜ ์ง€์—ญ ๋งˆ๊ทธ๋„ค์Š˜ ๊ณต๊ธ‰์„ ๋ณด์ถฉํ•  ์ˆ˜ ์žˆ์Œ. ๋ฏธ๊ตญ์—์„œ๋Š” Magrathea๊ฐ€ TETRA์™€ ํ˜‘๋ ฅํ•˜์—ฌ ์—ผ์ˆ˜ ๊ธฐ๋ฐ˜ ์ œ๋ จ์„ ํ†ตํ•ด ๊ณ ์ˆœ๋„ ๋งˆ๊ทธ๋„ค์Š˜์˜ ์ƒ์—… ์ƒ์‚ฐ์„ ๋‹ฌ์„ฑํ–ˆ์œผ๋ฉฐ, ์ด๋Š” ์ตœ๊ทผ ๋ช‡ ๋…„๊ฐ„ ๋ฏธ๊ตญ์—์„œ ๊ฑด์„ค๋œ ์œ ์ผํ•œ ์‹ ๊ทœ ๋งˆ๊ทธ๋„ค์Š˜ ์ œ๋ จ ์šฉ๋Ÿ‰์ž„. 1๋‹จ๊ณ„๊ฐ€ ์‹œ์ž‘๋˜์–ด ๊ตญ๋‚ด ๊ณ ๊ธ‰ ๋งˆ๊ทธ๋„ค์Š˜ ์›๋ฃŒ ๊ณต๊ธ‰์˜ ๊ณต๋ฐฑ์„ ๋ฉ”์šฐ๊ณ  ์žˆ์Œ.

๊ทธ๋ฆฐ๋ž€๋“œ ๋ฆฌ์†Œ์‹œ์Šค(Greenland Resources)๋Š” ๋ง๋ฆ„๋น„์—๋ฅด(Malmbjerg) ํ”„๋กœ์ ํŠธ์˜ ์‚ฌ์ „ ๊ฐœ๋ฐœ ์ž‘์—…์„ ์ง„ํ–‰ํ•˜๋ฉฐ, ์—ผ์ˆ˜ ๊ธฐ๋ฐ˜ ๋งˆ๊ทธ๋„ค์Š˜ ์ถ”์ถœ๊ณผ ๋ถ€์‚ฐ๋ฌผ ๋งˆ๊ทธ๋„ค์Š˜ ๋ฐ ํฌํ† ๋ฅ˜ ํšŒ์ˆ˜๋ฅผ ๋ณ‘ํ–‰ํ•˜๊ณ  ์žˆ๋‹ค.

์บ๋‚˜๋‹ค์˜ ๊ทธ๋ฆฐ๋ž€๋“œ ๋ฆฌ์†Œ์‹œ์Šค๋Š” EU ์šฐ์„ ์ˆœ์œ„ ํ•ต์‹ฌ ๊ด‘๋ฌผ ์ž์‚ฐ์ธ ๋ง๋ฆ„๋น„์—๋ฅด ํ”„๋กœ์ ํŠธ์˜ ์ตœ์‹  ์ง„์ฒ™ ์ƒํ™ฉ์„ ๊ณต๊ฐœํ–ˆ๋‹ค. ์ด ํ”„๋กœ์ ํŠธ๋Š” ์ฃผ๋กœ ๋ชฐ๋ฆฌ๋ธŒ๋ด์„ ์ƒ์‚ฐํ•˜๋ฉฐ ๋งˆ๊ทธ๋„ค์Š˜๊ณผ ํฌํ† ๋ฅ˜๋ฅผ ๋ถ€์‚ฐ๋ฌผ๋กœ ํ•œ๋‹ค. ํšŒ์‚ฌ๋Š” ๋ชฐ๋ฆฌ๋ธŒ๋ด๊ณผ ๋งˆ๊ทธ๋„ค์Š˜์˜ ์ฑ„๊ตด ํ—ˆ๊ฐ€๋ฅผ ํ™•๋ณดํ–ˆ๋‹ค. ์˜ค๋Š” 8์›”๋ถ€ํ„ฐ 9์›”๊นŒ์ง€ ํ˜„์žฅ ์—”์ง€๋‹ˆ์–ด๋ง์„ ์ˆ˜ํ–‰ํ•˜์—ฌ ๊ด‘์‚ฐ ์ธํ”„๋ผ ๋ฐ 23ํ‚ฌ๋กœ๋ฏธํ„ฐ ์ปจ๋ฒ ์ด์–ด ํ†ต๋กœ๋ฅผ ํฌํ•จํ•œ ์ง€์› ์‹œ์„ค์˜ ์ƒ์„ธ ์„ค๊ณ„๋ฅผ ์™„๋ฃŒํ•  ์˜ˆ์ •์ด๋‹ค. ๋™์‹œ์— ์ œ๋ จ ํ…Œ์ŠคํŠธ๋ฅผ ์‹œ์ž‘ํ•˜๋ฉฐ, ๊ด‘์„ ์ฝ”์–ด์™€ ํ•ด์ˆ˜ ์ƒ˜ํ”Œ์„ ์ฑ„์ทจํ•˜์—ฌ ๊ด‘์„ ๋ฐ ์—ผ์ˆ˜ ๊ธฐ๋ฐ˜ ๋งˆ๊ทธ๋„ค์Š˜ ์ถ”์ถœ๊ณผ ํฌํ† ๋ฅ˜ ํšŒ์ˆ˜ ๊ณต์ •์„ ์‹œํ—˜ํ•˜๊ณ , ๋ถ€์‚ฐ๋ฌผ ์ˆ˜์ต์„ ํ”„๋กœ์ ํŠธ ์ด์ˆ˜์ต ์ถ”์ •์— ํฌํ•จํ•  ๊ณ„ํš์ด๋‹ค. ์œ ๋Ÿฝํ˜์‹ ์œ„์›ํšŒ(EIC)์˜ 5์ฒœ๋งŒ ์œ ๋กœ ํˆฌ์ž์— ๋Œ€ํ•œ ์‹ค์‚ฌ๋Š” 6์›” ๋ง๊นŒ์ง€ ์™„๋ฃŒ๋  ์ „๋ง์ด๋‹ค. ์ด ํ”„๋กœ์ ํŠธ์˜ ์นœํ™˜๊ฒฝ ์ฑ„๊ตด ๋ฐฉ์‹์œผ๋กœ ๊ณ ๋†๋„ ๋งˆ๊ทธ๋„ค์Š˜ ์—ผ์ˆ˜๋ฅผ ์ƒ์‚ฐํ•  ์ˆ˜ ์žˆ์œผ๋ฉฐ, ์ด์™€ ๊ด€๋ จ๋œ ๋งˆ๊ทธ๋„ค์Š˜ ์ถ”์ถœ ๊ณต์ •์€ EU ๋‚ด ๋งˆ๊ทธ๋„ค์Š˜ ๊ณต๊ธ‰์„ ๋ณด์™„ํ•  ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€๋œ๋‹ค.

Magrathea & TETRA ์•„์นธ์†Œ ์—ผ์ˆ˜ ๋งˆ๊ทธ๋„ค์Š˜ ์ œ๋ จ: ๊ตญ๋‚ด ๊ณ ์ˆœ๋„ ๋งˆ๊ทธ๋„ค์Š˜ ์ƒ์‚ฐ์˜ ๋ŒํŒŒ๊ตฌ, ๋ฏธ๊ตญ ๋งˆ๊ทธ๋„ค์Š˜ ๊ณต๊ธ‰๋ง ์žฌํŽธ

Magrathea์™€ TETRA์˜ ํ•ฉ์ž‘ ์•„์นธ์†Œ ๋งˆ๊ทธ๋„ค์Š˜ ํ”„๋กœ์ ํŠธ๊ฐ€ ๊ธฐ์ˆ ์  ๋ŒํŒŒ๊ตฌ๋ฅผ ๋งˆ๋ จํ–ˆ๋‹ค. ํ˜„์ง€ ์Šค๋งฅ์˜ค๋ฒ„(Smackover) ์—ผ์ˆ˜์™€ ๋…์ž์ ์ธ ์ „๊ธฐ๋ถ„ํ•ด ๊ณต์ •์„ ํ™œ์šฉํ•˜์—ฌ ASTM B92 ๊ธฐ์ค€์„ ์ถฉ์กฑํ•˜๋Š” ์ˆœ๋„ 99.9% ์ด์ƒ์˜ ์ผ์ฐจ ๋งˆ๊ทธ๋„ค์Š˜ ๊ธˆ์†์„ ์ƒ์‚ฐํ•˜๋Š” ๋ฐ ์„ฑ๊ณตํ–ˆ์œผ๋ฉฐ, ์ด๋Š” ์ตœ๊ทผ ๋ช‡ ๋…„๊ฐ„ ๋ฏธ๊ตญ์—์„œ ์œ ์ผํ•˜๊ฒŒ ์‹ ๊ทœ ๊ฑด์„ค๋œ ๋งˆ๊ทธ๋„ค์Š˜ ์ œ๋ จ ์‹œ์„ค์ด๋‹ค. ์ด๋ฒˆ ํŒŒํŠธ๋„ˆ์‹ญ์€ ์–‘์‚ฌ์˜ ์šด์˜ ๋ฐ ๊ณต์ • ๊ฐ•์ ์„ ์ž์›๊ณผ ๊ธฐ์ˆ ์— ํ†ตํ•ฉํ•˜์—ฌ ํ”Œ๋žœํŠธ ๊ฑด์„ค ๋ฐ ์ƒ์‚ฐ ๋น„์šฉ์„ ์ ˆ๊ฐํ•˜๋ฉฐ, ๊ฐ€๋™ ์‹œ ๋ฏธ๊ตญ์˜ ๊ณ ํ’ˆ์งˆ ๋งˆ๊ทธ๋„ค์Š˜ ์ž์›์ด ๋ฐฉ์น˜๋˜๊ณ  ์˜ค๋žœ ๊ธฐ๊ฐ„ ํ•ด์™ธ ์ˆ˜์ž…์— ์˜์กดํ•ด ์˜จ ์ƒํ™ฉ์„ ์—ญ์ „์‹œ์ผœ ๊ตญ๋ฐฉ, ํ•ญ๊ณต์šฐ์ฃผ, ์›์ž๋ ฅ ๋“ฑ ๋ถ„์•ผ์— ํ•„์ˆ˜์ ์ธ ์ „๋žต ๊ด‘๋ฌผ์˜ ๊ณต๊ธ‰๋ง ๊ณต๋ฐฑ์„ ๋ฉ”์šธ ๊ฒƒ์ด๋‹ค. ํ˜„์žฌ 1๋‹จ๊ณ„ ํ”Œ๋žœํŠธ ์—”์ง€๋‹ˆ์–ด๋ง์ด ์‹œ์ž‘๋˜์—ˆ์œผ๋ฉฐ, ํ˜„์ง€ ์ •๋ถ€์˜ ์ ๊ทน์ ์ธ ์ง€์›์„ ๋ฐ›๊ณ  ์žˆ๋‹ค.

๋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
AMPRO, ๋‰ด์š•์— ํ‹ฐํƒ€๋Š„ ์šฐ์ˆ˜ ์„ผํ„ฐ ์„ค๋ฆฝ, ํ•ญ๊ณต์šฐ์ฃผ๊ธ‰ ์žฌํ™œ์šฉ ํ‹ฐํƒ€๋Š„ ๊ณต๊ธ‰ ํ™•๋Œ€
7๋ถ„ ์ „
AMPRO, ๋‰ด์š•์— ํ‹ฐํƒ€๋Š„ ์šฐ์ˆ˜ ์„ผํ„ฐ ์„ค๋ฆฝ, ํ•ญ๊ณต์šฐ์ฃผ๊ธ‰ ์žฌํ™œ์šฉ ํ‹ฐํƒ€๋Š„ ๊ณต๊ธ‰ ํ™•๋Œ€
๋” ๋ณด๊ธฐ
AMPRO, ๋‰ด์š•์— ํ‹ฐํƒ€๋Š„ ์šฐ์ˆ˜ ์„ผํ„ฐ ์„ค๋ฆฝ, ํ•ญ๊ณต์šฐ์ฃผ๊ธ‰ ์žฌํ™œ์šฉ ํ‹ฐํƒ€๋Š„ ๊ณต๊ธ‰ ํ™•๋Œ€
AMPRO, ๋‰ด์š•์— ํ‹ฐํƒ€๋Š„ ์šฐ์ˆ˜ ์„ผํ„ฐ ์„ค๋ฆฝ, ํ•ญ๊ณต์šฐ์ฃผ๊ธ‰ ์žฌํ™œ์šฉ ํ‹ฐํƒ€๋Š„ ๊ณต๊ธ‰ ํ™•๋Œ€
[SMM ํ‹ฐํƒ€๋Š„ ์†๋ณด] 8์›” 13์ผ ์™ธ์‹  ๋ณด๋„์— ๋”ฐ๋ฅด๋ฉด AMPRO๋Š” ๋ฏธ๊ตญ ๋‰ด์š•์ฃผ์— ํ‹ฐํƒ€๋Š„ ์—‘์„ค๋Ÿฐ์Šค ์„ผํ„ฐ๋ฅผ ์„ค๋ฆฝํ•ด ํ•ญ๊ณต์šฐ์ฃผ ๋“ฑ๊ธ‰ ์žฌํ™œ์šฉ ํ‹ฐํƒ€๋Š„ ๊ณต๊ธ‰ ์—ญ๋Ÿ‰์„ ๊ฐ•ํ™”ํ•  ๊ณ„ํš์ด๋ผ๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค. ์ด ์„ผํ„ฐ๋Š” ELG Utica Alloys์˜ ์ผ๋ถ€๋กœ ์šด์˜๋˜๋ฉฐ ํ—คํ‚ค๋ชจ ๊ณต์žฅ ์ธ๊ทผ์— ์œ„์น˜ํ•˜๊ณ , 2027๋…„ 1์›”๊นŒ์ง€ ์™„์ „ ๊ฐ€๋™๋  ์˜ˆ์ •์ด๋‹ค. AMPRO๋Š” ์ด๋ฒˆ ์กฐ์น˜๊ฐ€ ํ•ญ๊ณต์šฐ์ฃผ ์‚ฐ์—…์—์„œ ์ฆ๊ฐ€ํ•˜๋Š” ์žฌํ™œ์šฉ ํ‹ฐํƒ€๋Š„ ์ˆ˜์š”๋ฅผ ์ถฉ์กฑํ•˜๊ณ , ์ฒจ๋‹จ ์ž๋™ํ™” ๊ธฐ์ˆ ์„ ํ†ตํ•ด ์ƒ์‚ฐ ํšจ์œจ์„ฑ์„ ๋†’์ด๊ณ  ๋‚ฉ๊ธฐ๋ฅผ ๋‹จ์ถ•ํ•˜๊ธฐ ์œ„ํ•œ ๊ฒƒ์ด๋ผ๊ณ  ์„ค๋ช…ํ–ˆ๋‹ค. ์žฌํ™œ์šฉ ํ‹ฐํƒ€๋Š„ ๊ณต๊ธ‰๋ง์ด ์ง€์†์ ์œผ๋กœ ๊ฐœ์„ ๋จ์— ๋”ฐ๋ผ ํ•ญ๊ณต์šฐ์ฃผ ๋“ฑ๊ธ‰ ํ‹ฐํƒ€๋Š„์˜ ์ง€์† ๊ฐ€๋Šฅํ•œ ๊ณต๊ธ‰ ์—ญ๋Ÿ‰๋„ ๋”์šฑ ๊ฐ•ํ™”๋  ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€๋œ๋‹ค.
7๋ถ„ ์ „
[SMM Manganese Ore Weekly Review] Port Spot Cargoes Stay High, Manganese Ore Market Consolidates at Lows
17๋ถ„ ์ „
[SMM Manganese Ore Weekly Review] Port Spot Cargoes Stay High, Manganese Ore Market Consolidates at Lows
๋” ๋ณด๊ธฐ
[SMM Manganese Ore Weekly Review] Port Spot Cargoes Stay High, Manganese Ore Market Consolidates at Lows
[SMM Manganese Ore Weekly Review] Port Spot Cargoes Stay High, Manganese Ore Market Consolidates at Lows
August 14: North China ports: 46% Australian lumps at 40-40.5 yuan/mtu, flat WoW; South African semi-carbonate ore at 32.2-32.7 yuan/mtu, down WoW; Gabonese ore at 37.8-38.2 yuan/mtu, flat WoW; South African high-iron ore at 28.5-29 yuan/mtu, flat WoW; South African medium-iron ore at 35-35.5 yuan/mtu, flat WoW. South China ports: 46% Australian lumps at 42.9-43.4 yuan/mtu, flat WoW; South African semi-carbonate ore at 36.3-36.8 yuan/mtu, flat WoW; Gabonese ore at 40.6-41.1 yuan/mtu, flat WoW; South African high-iron ore at 31.2-31.7 yuan/mtu, flat WoW; South African medium-iron ore at 38-38.5 yuan/mtu, flat WoW. Demand for manganese ore was subdued, port spot cargoes were elevated, and port manganese ore prices would consolidate at lows in the short term.
17๋ถ„ ์ „
Demand Remains Persistently Weak, Market Moves Sideways at Low Levels [SMM SiMn Weekly Review]
21๋ถ„ ์ „
Demand Remains Persistently Weak, Market Moves Sideways at Low Levels [SMM SiMn Weekly Review]
๋” ๋ณด๊ธฐ
Demand Remains Persistently Weak, Market Moves Sideways at Low Levels [SMM SiMn Weekly Review]
Demand Remains Persistently Weak, Market Moves Sideways at Low Levels [SMM SiMn Weekly Review]
As of this Friday, SiMn 6517 (cash) in north China was at 5,700-5,750 yuan/mt, up WoW from last Friday; SiMn 6517 (cash) in south China was at 5,750-5,800 yuan/mt, up WoW from last Friday, and SiMn 6014 (cash) in south China was at 5,350-5,450 yuan/mt, flat WoW from last Friday. Recently, SiMn futures moved sideways in a narrow range with a weak tone, market sentiment was heavily bearish, market prices consolidated at lows, and futures and spot prices were basically in sync.
21๋ถ„ ์ „
๊ณ„์† ์ฝ์œผ๋ ค๋ฉด ํšŒ์›๊ฐ€์ž…ํ•˜์„ธ์š”
๊ธˆ์† ๋ฐ ์‹ ์—๋„ˆ์ง€ ๋ถ„์•ผ์˜ ์ตœ์‹  ์ธ์‚ฌ์ดํŠธ๋ฅผ ํ™•์ธํ•˜์„ธ์š”
์ด๋ฏธ ๊ณ„์ •์ด ์žˆ์œผ์‹ ๊ฐ€์š”?์—ฌ๊ธฐ์—์„œ ๋กœ๊ทธ์ธ
์ค‘๊ตญ ์™ธ ์—ผ์ˆ˜ ๋งˆ๊ทธ๋„ค์Š˜ ์ œ๋ จ ํ”„๋กœ์ ํŠธ ๊ฐ€์† ๋ฐฐ์น˜, ์œ ๋Ÿฝยท๋ฏธ๊ตญ ํ˜„์ง€ ๋งˆ๊ทธ๋„ค์Š˜ ๊ณต๊ธ‰ ์ฆ๊ฐ€ [SMM ์กฐ์‚ฌ] - Shanghai Metals Market (SMM)