미 달러 변동이 선물 변동 주도, 거래량 최대 SHFE 주석 선물 오전 중 횡보 [SMM 주석 정오 리뷰]

[SMM Tin Morning Meeting Summary: The most-traded SHFE tin SN2611 contract fell 3.52% overnight, breaking below 380,000 yuan, while LME tin dropped 2.71% to $51,767, pressured by both macro and AI sector sentiment]

Caspin Resources(ASX: CPN)는 뉴사우스웨일스주에 위치한 자사 소유의 Bygoo 주석 프로젝트 내 Kelpie 주석 광상에 대한 광물자원량 추정치가 45% 증가했다고 발표했다. 현재 광물자원량은 650만 톤, 주석 품위 0.43%, 함유 주석량 28,000톤이다. 이 자원량은 최적화된 노천 채굴장 범위 내에 완전히 한정되어 있으며, 전체의 25%를 차지하는 최초의 예측 광물자원량을 포함하고, 개선된 채굴 및 처리 변수를 기반으로 한다. 이번 업데이트는 강세를 보이는 주석 가격과 지질 모델에 대한 신뢰도 향상을 바탕으로 Bygoo를 독립적인 고품위 노천 주석 개발 프로젝트로 발전시키는 데 중요한 이정표가 된다. Caspin은 대규모 천부 시추 공백 지역, 하향 연장부 및 새로운 탐사 목표에서 상당한 상승 잠재력을 확인했으며, 자원 기반을 크게 확대하고 프로젝트 경제성을 강화하기 위한 시추 작업을 지속하고 있다.

Cornish Metals (AIM:TIN) has opened a new workshop and stores facility to provide permanent maintenance, engineering and storage services for the South Crofty tin project in the UK, supporting the project through development and into production. The building stands on the site of the former Bartles Foundry within South Crofty's surface footprint, is covered with solar panels and will use geothermal energy recovered from mine water pumped from South Crofty, providing a lower-carbon energy source. The project was part-funded by a grant of up to 4.2 million GBP (about 7.98 million USD) from the UK Government through the UK Shared Prosperity Fund, managed by Cornwall Council; total project cost was approximately 6.8 million GBP (about 12.92 million USD). CEO Don Turvey said installation of the service winder and completion of the production winder building mark a visible shift from preparation to construction at the New Cook's Kitchen (NCK) shaft, with underground dewatering passing 400m below surface and progressing steadily. A two-hole, 2,330m surface drilling programme at Roskear has been completed; both holes intersected the known Roskear lodes at or close to predicted positions, confirming tin mineralisation continues west beyond the current resource and supporting potential resource growth. High-grade tungsten was also discovered, but tin remains the company's focus. South Crofty is a historical underground tin mine considered among the highest-grade tin resources globally, with potential to become a new low-cost global producer. Tin mining in Cornwall's Central Mining District dates back to 2,300 BC, with large-scale production from the mid-1600s until South Crofty, the last active mine, closed in 1998.