[SMM 니켈 속보] 인도네시아, 광물 수출 희토류(REE) 정책 검토… 수출 분류 즉시 변경 없어

[SMM Nickel Flash] On July 27, the high-grade NPI demand side, some large steel mills had ample stockpiling earlier, with raw material inventories sufficient to support forward production, thus having no proactive procurement needs in the short term. Steel mills prefer to negotiate cargoes at parity, making it hard to match suppliers' premium offers. Although there is a market consensus on bottom support, with a widely held view that deep downside room is limited, procurement enthusiasm remains subdued during the off-season.

[SMM Nickel Flash] July 27 – SMM high-grade NPI market sentiment factor stood at 2, down 0.03 MoM. The high-grade NPI upstream sentiment factor was 2.03, down 0.06 MoM, while the downstream sentiment factor was 1.97, flat MoM. Today, the high-grade NPI spot market remained in a stalemate, with spot transactions sluggish, fixed-price firm orders scarce, and trading mostly revolving around average price plus premiums. Disagreement between upstream and downstream over the premium magnitude persisted.

다음 표는 2026년 7월 27일 SHFE와 DCE의 철금속 및 비철금속 동향을 보여줍니다