콩고민주공화국 콜탄 생산량, 2026년 상반기 868.94톤 달성…영세 채굴 생산량 급증

South Africa's Department of Mineral and Petroleum Resources (DMPR) issued a media statement on September 19, 2026, clarifying its position in ongoing litigation between the Bapedi Kingdom and Samancor Chrome Ltd concerning the Wintersveld and Jagdlust farms in Limpopo, where Samancor Chrome has held a mining right since 2016. The statement was issued in response to media reports the Department said had mischaracterized its role in the proceedings. According to the DMPR, the Bapedi Kingdom obtained an ex parte order from the High Court in December 2025 authorizing rehabilitation works on the properties through contractor Envirostep (Pty) Ltd and interdicting what the order described as unlawful mining activities. The Department was cited as a respondent in that application but, following legal advice from the State Attorney, elected not to oppose or participate in it. Samancor Chrome was not cited as a party at that stage. The order was varied in February 2026 to apply to both farms, with Samancor Chrome still not cited. In May 2026, after the South African Police Service seized equipment belonging to Envirostep, the Bapedi Kingdom obtained a further ex parte order restraining SAPS and the Minister of Mineral and Petroleum Resources from interfering with the rehabilitation activities, a development SAPS subsequently opposed. The matter was argued at a joint hearing on July 31, 2026, after which judgment was reserved; as of the Department's statement, no ruling had been handed down. The Department used the statement to draw a clear distinction between its own regulatory role and Samancor Chrome's position as mining right holder, stating that it does not itself hold a mining right or license over the Wintersveld and Jagdlust properties, and that the court order in question did not suspend or set aside any DMPR-held license. The mining right at the center of the dispute belongs to Samancor Chrome and remains the subject of the pending litigation. The Department also addressed allegations, raised by a party to the proceedings, that it had failed to discharge its regulatory responsibilities under the Mineral and Petroleum Resources Development Act, stating that these claims have not been judicially determined and should not be presented as established findings against it. The Department said it respects the judicial process, will continue to discharge its statutory responsibilities while the matter remains pending, and will continue cooperating with law enforcement agencies on allegations of criminality in the minerals sector. No date has been given for when a ruling is expected.

[ADC12 가격 일일 리뷰: ADC12 현물 가격 안정적; 양대 명절 앞두고 비축 심리 주목] 가장 활발하게 거래된 AD2611 알루미늄 합금 주조 선물 계약은 오늘 23,820위안/톤에 개장하여 개장 직후 장중 최고가를 기록했다. 이후 하락세로 전환하여 10시에 23,620위안/톤으로 저점을 찍은 뒤 안정세를 되찾으며 반등했다. 10시 45분에 23,710위안/톤까지 반등한 후 다시 하락하여 오전 장을 23,670위안/톤에 마감했다. 이는 전일 결제가인 23,560위안/톤 대비 110위안, 즉 0.47% 상승한 수치다.

Lumentum은 2026 회계연도 4분기 매출 10억 600만 달러를 보고했으며, 이는 전분기 대비 24.5%, 전년 동기 대비 109.3% 증가한 수치다. 부품 매출은 6억 4,940만 달러로 전년 동기 대비 102.7% 증가했다. 회사 측은 AI 컴퓨팅 속도와 대역폭 요구 증가로 데이터센터 내 광 연결 사용이 확대되고 있으며, 1.6T 클라우드 모듈 채택이 가속화되고 초고출력 CPO 레이저 수요가 증가하고 있다고 밝혔다. 2027 회계연도 1분기 매출 가이던스 중간값은 12억 5,000만 달러에 달했다. SMM은 고속 광모듈과 레이저의 확장이 InP 및 고순도 인듐의 하류 수요를 뒷받침하는 것으로 보고 있다. 다만 Lumentum은 InP 관련 매출, 출하량 또는 인듐 소비량을 공개하지 않아 수요 증가에 대한 정량적 추정은 불가능하다.