Today's news: Yangshan copper premium hit a 2-year high * May aluminum ingot import window difficult to close * thread unilateral market?

Telah Terbit: May 19, 2020 09:04 (GMT+8)

Macro news

Mr. Powell: will use all tools to support economic recovery to keep interest rates near zero

Central Committee of the Communist Party of China and the State Council: to formulate a new round of national medium-and long-term scientific and technological development plan

Metal news

Exuberant demand for imported copper [SMM analysis] the premium of imported copper hit a new high in recent 2 years.

Hu [SMM Analysis] Shanghai Aluminum has gone its separate ways. Shanghai Aluminum is short-term strong. It is difficult to close the import window in May.

[SMM Analysis] the spot market of stainless steel mills is calm when the unit price increases by 300 yuan per ton in June.

The spot price of SMM thread has risen sharply, has the thread one-sided market come?

The import quota of the seventh batch of scrap copper and aluminum in 2020 will be announced.

Mining activities in Ecuador are resumed after being interrupted by an epidemic.

Vale has resumed shipping operations at the Malaysian logistics center.

Analysis of the impact of the intensification of epidemic situation in India and Brazil on the Iron Ore Market

Related news

The number of 5G base stations leading the world in 5G construction in China has reached 240000.

The demand for crude oil has picked up and US oil has soared nearly 10% to a two-month high.

 

 

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Mitsubishi Materials Cuts H2 Japan Refined Copper Plan by 18% on Naoshima and Onahama Smelter Maintenance
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Mitsubishi Materials Cuts H2 Japan Refined Copper Plan by 18% on Naoshima and Onahama Smelter Maintenance
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Mitsubishi Materials Cuts H2 Japan Refined Copper Plan by 18% on Naoshima and Onahama Smelter Maintenance
Mitsubishi Materials Cuts H2 Japan Refined Copper Plan by 18% on Naoshima and Onahama Smelter Maintenance
Mitsubishi Materials has released its refined copper production plan for October 2026-March 2027, targeting 23,714 tonnes per month, or about 142,284 tonnes for the six-month period. This represents an 18% year-on-year decline and is also well below the 175,416 tonnes planned for April-September. The company attributed the reduction to scheduled maintenance shutdowns at its Naoshima Smelter & Refinery and Onahama Smelting & Refinery. The new plan implies roughly 31,400 tonnes less refined copper production than the same period a year earlier. Japanese smelter plans are diverging: Furukawa expects output to fall 3% to about 21,500 tonnes, while DOWA targets 4,321 tonnes, around 12% higher year on year. With concentrate availability remaining tight globally, operating rates and maintenance durations at Japanese smelters will be important to monitor through the new October-March production cycle.
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【Kilat | Elmet Raih Kontrak DLA Senilai $36 Juta untuk Material Molibdenum dan Tungsten】
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【Kilat | Elmet Raih Kontrak DLA Senilai $36 Juta untuk Material Molibdenum dan Tungsten】
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【Kilat | Elmet Raih Kontrak DLA Senilai $36 Juta untuk Material Molibdenum dan Tungsten】
【Kilat | Elmet Raih Kontrak DLA Senilai $36 Juta untuk Material Molibdenum dan Tungsten】
Elmet Technologies telah dianugerahi kontrak sekitar $36 juta oleh Badan Logistik Pertahanan AS untuk memasok Stok Pertahanan Nasional dengan billet, batangan, dan ingot paduan titanium-zirkonium-molibdenum, serta kawat molibdenum dan tungsten khusus. Material tersebut ditujukan untuk komponen mesin jet dan aplikasi kedirgantaraan suhu tinggi lainnya. Elmet tidak mengungkapkan volume pengiriman, durasi kontrak, atau pembagian nilai antara produk molibdenum dan tungsten. Analisis SMM: Penghargaan ini menegaskan permintaan pengadaan sektor pertahanan AS untuk material molibdenum berkinerja tinggi, tetapi belum dapat diterjemahkan menjadi konsumsi molibdenum tambahan karena tidak adanya volume fisik.
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【Kilas | Patokan Molibdenum Novametal Naik, tetapi Transmisi Biaya Tambahan 316 Tetap Terbatas】
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【Kilas | Patokan Molibdenum Novametal Naik, tetapi Transmisi Biaya Tambahan 316 Tetap Terbatas】
Baca Selengkapnya
【Kilas | Patokan Molibdenum Novametal Naik, tetapi Transmisi Biaya Tambahan 316 Tetap Terbatas】
【Kilas | Patokan Molibdenum Novametal Naik, tetapi Transmisi Biaya Tambahan 316 Tetap Terbatas】
Novametal USA merilis biaya tambahan bahan baku Oktober 2026 untuk kawat tarik dingin baja tahan karat. Rata-rata molibdenum naik 1,0% dari US$33,2230/lb menjadi US$33,5558/lb, setara sekitar US$73.244/ton dan US$73.978/ton. Namun, rata-rata nikel dan kromium masing-masing turun 1,9% dan 1,2%. Akibatnya, biaya tambahan paduan 316 turun dari US$1,94/lb menjadi US$1,92/lb, sementara 316L turun dari US$1,98/lb menjadi US$1,97/lb. Setelah biaya tambahan energi naik dari US$0,10/lb menjadi US$0,12/lb, total biaya tambahan 316 tetap di US$2,04/lb dan 316L sedikit naik menjadi US$2,09/lb. Analisis SMM: pelemahan nikel dan kromium sebagian mengimbangi kenaikan biaya molibdenum, sehingga membatasi transmisi harga ke hilir.
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