Cobalt & Lithium smm insight - Shanghai Metals Market

Hot Keywords

  • Silicon
  • Inventory data
  • Nickel
  • Zinc
  • Copper scrap
  • Aluminium
  • Macroeconomics
  • Evening comments
  • Futures movement
  • Production data
  • Copper
  • MMi Iron Ore Port Index
  • Rare earth
  • Operating+rates
  • Operating rates
Nickel sulphate to maintain discounts against nickel as lower subsidies dent demand

Discounts of battery-grade nickel sulphate against nickel briquette averaged of 3,600 yuan/mt in Ni content last week

Smm Insight

01:58:31PM Aug 19, 2019

Market commentary Nickel Nickel sulphate
Indonesia approves 5.22 million wmt of nickel ore export quotas in early Aug

In Jul, two mines obtained a total of 3.6 million wmt of nickel ore export quotas

Smm Insight

11:37:54AM Aug 14, 2019

Nickel ore Indonesia
Exclusive: China's base metals output in Jul

A roundup of China's base metals output in Jul 2019, from an SMM survey of major producers

Data Analysis

06:57:59PM Aug 08, 2019

Production data Copper Alumina Aluminium Nickel Nickel pig iron NPI Nickel sulphate Lead Zinc Tin
China’s NEV production sees 1st year-on-year decline in Jul

About 73,500 new energy vehicles obtained qualification certificates in China in Jul

Smm Insight

04:45:46PM Aug 07, 2019

Production data NEV
Refined cobalt prices rally on hopes for lower output

Glencore is mulling production halt at its Mutanda mine from the end of this year in a falling market

Price Review Forecast

03:01:18PM Aug 07, 2019

Market commentary Cobalt Cobalt salt
Infrastructure, 5G demand lifts operating rates across wire, cable producers in Jul

SMM remains optimistic about downstream consumption in Q4

Data Analysis

06:53:25PM Aug 06, 2019

Operating rates Wire and cable plants
Prices of refined cobalt rally with lithium salts prices falling on week

Cobalt, lithium prices may remain under pressure from excessive supplies in H2

Price Review Forecast

01:29:09PM Aug 05, 2019

Market commentary Cobalt Lithium
Power battery prices face further downside potential in H2

EV subsidy cuts and slow downstream demand will drive automakers to focus more on costs in procuring batteries

Smm Insight

06:21:46PM Aug 01, 2019

Market commentary Cobalt Lithium Power battery
Mobility electrification to boost copper consumption

An EV consumes about 55 kg of copper on average, two to three times of that for traditional diesel or gasoline vehicles

Smm Insight

03:43:19PM Jul 29, 2019

EV 5G Copper
Cobalt salts prices ease after rally, downstream destocking continues 

Slow recovery of battery demand to keep prices of cobalt salts languishing near the bottom

Price Review Forecast

12:00:57PM Jul 29, 2019

Market commentary Cobalt Lithium
Nickel sulphate to maintain discounts against nickel as lower subsidies dent demand

Nickel sulphate to maintain discounts against nickel as lower subsidies dent demand

Discounts of battery-grade nickel sulphate against nickel briquette averaged of 3,600 yuan/mt in Ni content last week

01:58:31PM Aug 19, 2019

Smm Insight

Market commentary Nickel Nickel sulphate
Indonesia approves 5.22 million wmt of nickel ore export quotas in early Aug

Indonesia approves 5.22 million wmt of nickel ore export quotas in early Aug

In Jul, two mines obtained a total of 3.6 million wmt of nickel ore export quotas

11:37:54AM Aug 14, 2019

Smm Insight

Nickel ore Indonesia
Exclusive: China's base metals output in Jul

Exclusive: China's base metals output in Jul

A roundup of China's base metals output in Jul 2019, from an SMM survey of major producers

06:57:59PM Aug 08, 2019

Data Analysis

Production data Copper Alumina Aluminium Nickel Nickel pig iron NPI Nickel sulphate Lead Zinc Tin
China’s NEV production sees 1st year-on-year decline in Jul

China’s NEV production sees 1st year-on-year decline in Jul

About 73,500 new energy vehicles obtained qualification certificates in China in Jul

04:45:46PM Aug 07, 2019

Smm Insight

Production data NEV
Refined cobalt prices rally on hopes for lower output

Refined cobalt prices rally on hopes for lower output

Glencore is mulling production halt at its Mutanda mine from the end of this year in a falling market

03:01:18PM Aug 07, 2019

Price Review Forecast

Market commentary Cobalt Cobalt salt
Infrastructure, 5G demand lifts operating rates across wire, cable producers in Jul

Infrastructure, 5G demand lifts operating rates across wire, cable producers in Jul

SMM remains optimistic about downstream consumption in Q4

06:53:25PM Aug 06, 2019

Data Analysis

Operating rates Wire and cable plants
Prices of refined cobalt rally with lithium salts prices falling on week

Prices of refined cobalt rally with lithium salts prices falling on week

Cobalt, lithium prices may remain under pressure from excessive supplies in H2

01:29:09PM Aug 05, 2019

Price Review Forecast

Market commentary Cobalt Lithium
Power battery prices face further downside potential in H2

Power battery prices face further downside potential in H2

EV subsidy cuts and slow downstream demand will drive automakers to focus more on costs in procuring batteries

06:21:46PM Aug 01, 2019

Smm Insight

Market commentary Cobalt Lithium Power battery
Mobility electrification to boost copper consumption

Mobility electrification to boost copper consumption

An EV consumes about 55 kg of copper on average, two to three times of that for traditional diesel or gasoline vehicles

03:43:19PM Jul 29, 2019

Smm Insight

EV 5G Copper
Cobalt salts prices ease after rally, downstream destocking continues 

Cobalt salts prices ease after rally, downstream destocking continues 

Slow recovery of battery demand to keep prices of cobalt salts languishing near the bottom

12:00:57PM Jul 29, 2019

Price Review Forecast

Market commentary Cobalt Lithium