구리 음극 공급 부족으로 CIF 상하이 프리미엄 상승

[SMM Analysis: H1 2026 Review of the Overseas Copper Scrap Market: Copper Prices Surge, Tight Raw Material Supply Supports Firm Discount] In Q1 2026, copper prices stayed high and consolidated around $13,000/mt. It was not until late Q1 that a short-term correction emerged, but prices resumed their uptrend in Q2 and continued to hit new record highs. Behind this, tight copper ore supply provided support on one hand; on the other, the siphon effect on global copper resources triggered by US tariff expectations further amplified market concerns over the supply side. At the same time, rapid growth in new copper-consuming sectors such as NEVs, new energy power, power grid construction, and data centers fueled rising expectations for copper demand. Against the backdrop of supply growth failing to match demand growth, copper prices received strong support. The tight supply of copper units also prompted enterprises to shift their focus from the ore side to supplementary sources beyond mine supply, with copper scrap gaining noticeably in importance. As copper prices continued to surge, copper scrap prices rose in tandem, while structural changes arising from copper resource scarcity began to alter the pricing logic of the copper scrap market, which had previously been dominated by consumption and price differentials.

[SMM 분석] 인도네시아 5월 유황 및 황산 수출입 데이터

2026년 5월 인도네시아의 월간 총 유황 수입량은 실물 기준 277,834.30톤으로, 전월 대비 3.9% 증가, 전년 동월 대비 55.80% 감소했으며, 주요 수입국은 중국, 베트남, 영국, 인도, 싱가포르, 스페인, 투르크메니스탄, 터키, 사우디아라비아, 일본 등입니다; 인도네시아의 월간 총 유황 수출량은 실물 기준 24.08톤으로, 주요 수출 대상국은 독일, 홍콩, 중국, 미국 등입니다; 인도네시아의 월간 총 황산 수입량은 실물 기준 55,296.994톤으로, 전월 대비 68.1% 감소, 전년 동월 대비 236.6% 증가했으며, 주로 중국, 인도, 한국에서 수입되었습니다; 인도네시아의 월간 총 황산 수출량은 0톤이었습니다.