Farasis Energy์™€ ๋…์ผ ์—๋„ˆ์ง€ ๊ธฐ์ˆ  ๊ธฐ์—… WLF Energy, ์ „๋žต์  ํ˜‘๋ ฅ ํ˜‘์ • ์ฒด๊ฒฐ

๊ฒŒ์‹œ๋จ: Jun 22, 2026 15:51
์ตœ๊ทผ Farasis Energy์™€ ๋…์ผ ์—๋„ˆ์ง€ ๊ธฐ์ˆ  ๊ธฐ์—… WLF Energy๊ฐ€ ์ „๋žต์  ํ˜‘๋ ฅ ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด๋ฒˆ ๊ณ„์•ฝ์— ๋”ฐ๋ผ ์–‘์‚ฌ๋Š” ๊ธฐ์ˆ  ๋ฐ ์ œํ’ˆ ๋กœ๋“œ๋งต์„ ๊ณต๋™ ์ˆ˜๋ฆฝํ•˜๊ณ , ์œ ํ‹ธ๋ฆฌํ‹ฐยท์ƒ์—…ยท์‚ฐ์—…ยท๋ถ„์‚ฐํ˜• ์—๋„ˆ์ง€ ์ €์žฅ ์‹œ์žฅ์„ ๊ฒจ๋ƒฅํ•œ ์ฐจ์„ธ๋Œ€ ๋ฐฐํ„ฐ๋ฆฌ ๊ธฐ์ˆ ๊ณผ ์—๋„ˆ์ง€ ์ €์žฅ ์ œํ’ˆ์„ ๊ณต๋™ ๊ฐœ๋ฐœํ•  ์˜ˆ์ •์ž…๋‹ˆ๋‹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
SMM Analysis: China's unwrought cobalt imports fell 50% MoM in May 2026, exports rose 70% MoM
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SMM Analysis: China's unwrought cobalt imports fell 50% MoM in May 2026, exports rose 70% MoM
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SMM Analysis: China's unwrought cobalt imports fell 50% MoM in May 2026, exports rose 70% MoM
SMM Analysis: China's unwrought cobalt imports fell 50% MoM in May 2026, exports rose 70% MoM
In May 2026, Chinaโ€™s unwrought cobalt imports were approximately 673 mt, down 50% MoM and up 3% YoY; unwrought cobalt exports were approximately 370 mt, up 70% MoM and down 88% YoY.
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[SMM Analysis: China's Cobalt Intermediate Products Imports Up 107% MoM in May 2026]
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[SMM Analysis: China's Cobalt Intermediate Products Imports Up 107% MoM in May 2026]
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[SMM Analysis: China's Cobalt Intermediate Products Imports Up 107% MoM in May 2026]
[SMM Analysis: China's Cobalt Intermediate Products Imports Up 107% MoM in May 2026]
In May 2026, China's imports of cobalt hydrometallurgy intermediate products were approximately 2,584 mt in physical content, up 107% MoM and down 95% YoY, of which imports from DRC were approximately 2,066 mt in physical content, up 119% MoM and down 96% YoY.
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[๋ฆฌํŠฌ ๊ด‘์‚ฐ: Hualian Holdings์˜ Arizaro ๋ฆฌํŠฌ ๊ด‘์‚ฐ ์ธ์ˆ˜, 8์›”๋กœ ์—ฐ์žฅ, ๊ฑฐ๋ž˜๋Š” ODI ์Šน์ธ ๋Œ€๊ธฐ ์ค‘]
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[๋ฆฌํŠฌ ๊ด‘์‚ฐ: Hualian Holdings์˜ Arizaro ๋ฆฌํŠฌ ๊ด‘์‚ฐ ์ธ์ˆ˜, 8์›”๋กœ ์—ฐ์žฅ, ๊ฑฐ๋ž˜๋Š” ODI ์Šน์ธ ๋Œ€๊ธฐ ์ค‘]
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[๋ฆฌํŠฌ ๊ด‘์‚ฐ: Hualian Holdings์˜ Arizaro ๋ฆฌํŠฌ ๊ด‘์‚ฐ ์ธ์ˆ˜, 8์›”๋กœ ์—ฐ์žฅ, ๊ฑฐ๋ž˜๋Š” ODI ์Šน์ธ ๋Œ€๊ธฐ ์ค‘]
[๋ฆฌํŠฌ ๊ด‘์‚ฐ: Hualian Holdings์˜ Arizaro ๋ฆฌํŠฌ ๊ด‘์‚ฐ ์ธ์ˆ˜, 8์›”๋กœ ์—ฐ์žฅ, ๊ฑฐ๋ž˜๋Š” ODI ์Šน์ธ ๋Œ€๊ธฐ ์ค‘]
6์›” 21์ผ, ํ™”๋ก„ํ™€๋”ฉ์Šค๊ฐ€ ์•„๋ฆฌ์ž๋กœ ํ”„๋กœ์ ํŠธ ๊ฑฐ๋ž˜ ์ง„ํ–‰ ์ƒํ™ฉ์„ ๊ณต์‹œํ–ˆ๋‹ค. ๊ฑฐ๋ž˜๊ฐ€ ํ•ด์™ธ ํˆฌ์ž ์Šน์ธ ์ ˆ์ฐจ๋ฅผ ์ดํ–‰ ์ค‘์ด๋ฏ€๋กœ, ๋งค์ˆ˜์ธ๊ณผ ๋งค๋„์ธ์ด ํ˜‘์˜ํ•ด '์—ฐ์žฅ ๊ณ„์•ฝ'์„ ์ฒด๊ฒฐํ•˜๊ณ  ์ฃผ์‹ ๋งค๋งค ๊ณ„์•ฝ ๊ธฐํ•œ์„ 2026๋…„ 8์›” 20์ผ๊นŒ์ง€ ์—ฐ์žฅํ–ˆ๋‹ค. ์ด๋ฒˆ ์ถ”๊ฐ€ ์—ฐ์žฅ์€ ์› ๊ณ„์•ฝ์ƒ ๊ธฐํ•œ์ด ์ž„๋ฐ•ํ–ˆ์ง€๋งŒ ODI ์Šน์ธ ์ ˆ์ฐจ๊ฐ€ ์—ฌ์ „ํžˆ ์ง„ํ–‰ ์ค‘์ด๊ธฐ ๋•Œ๋ฌธ์ด๋‹ค. ์—ฐ์žฅ ๊ณ„์•ฝ์— ๋”ฐ๋ฅด๋ฉด, ๊ฑฐ๋ž˜๊ฐ€ 8์›” 20์ผ๊นŒ์ง€ ์™„๋ฃŒ๋˜์ง€ ์•Š์œผ๋ฉด ๊ธฐํ•œ์€ 2026๋…„ 10์›” 20์ผ๋กœ ์ž๋™ ์—ฐ์žฅ๋˜๋ฉฐ ์–‘์ธก์˜ ์ถ”๊ฐ€ ์„œ๋ช…์€ ํ•„์š” ์—†๋‹ค.
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์ตœ๊ทผ Farasis Energy์™€ ๋…์ผ ์—๋„ˆ์ง€ ๊ธฐ์ˆ  ๊ธฐ์—… WLF Energy๊ฐ€ ์ „๋žต์  ํ˜‘๋ ฅ ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด๋ฒˆ ๊ณ„์•ฝ์— - Shanghai Metals Market (SMM)