[SMM 에너지 플래시] 둥팡, 탄중사우 시운전 임박 속 바탐 발전 프로젝트 진척

[SMM Shanghai Spot Copper] Looking ahead to tomorrow, the intraday SHFE copper intermonth backwardation spread remains at a relatively high level of 570-600 yuan/mt. Coupled with persistently tight availability of cargoes in the Shanghai market, this provides strong support to spot premiums. According to SMM's market communication, mainstream quotations for standard-quality copper with next-month invoices are largely maintained at premiums of 550 yuan/mt or above, with suppliers showing limited willingness to sell at low prices and still-strong sentiment to hold prices firm. However, as spot premiums have climbed to high levels, downstream enterprises' acceptance of current quotations has weakened markedly. Some enterprises have chosen to postpone purchases and wait for premiums to pull back before restocking, while actual intraday transactions remain mainly driven by rigid demand. Meanwhile, as the market enters September, a new procurement cycle is about to start, and some downstream enterprises and traders have restocking demand, which may provide some support to the lower end of spot premiums. Overall, supported by elevated backwardation spreads and tight availability of cargoes, Shanghai spot copper quotes against the SHFE copper 2609 contract are expected to remain at high premiums tomorrow. However, the dampening effect of high premiums on downstream purchases is gradually strengthening, so room for further rapid rises in premiums may be limited and premiums are likely to consolidate at highs.

인도네시아 상류 석유·가스 규제 기관 SKK Migas는 정부가 활용도가 낮은 상류 자산을 다시 개발에 투입하고 국가 생산을 지원하려는 가운데, 남부 수마트라의 유휴 석유·가스 작업 구역을 되살릴 신규 투자자 기회를 보고 있다.

[광둥: 아연 가격 중심 하락 및 재고 감소, 현물 프리미엄 상승] 광둥에서 주력 0# 아연은 톤당 26,060~26,335위안에 거래됐다. 주력 브랜드는 2610 계약 대비 톤당 120~60위안 할인, 상하이 현물 아연 대비 15위안 프리미엄으로 호가됐다. 상하이-광둥 가격 스프레드는 확대됐다……