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[SMM Weekly report selected] lead ingot inventory returns to more than 40, 000 tons should pay attention to the pace of recovery of domestic lead battery consumption
Jul 18,2020 09:11CST
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Source:SMM
The content below was translated by Tencent automatically for reference.

"SMM lead Industry chain Weekly report" released, the weekly report SMM will select the hot topics, prices, market or major changes in the industry chain information released into a document for your reference.

The following is an excerpt from the weekly report of SMM lead industry chain:

Lead city forecast next week: with the end of this delivery, the domestic social inventory of lead ingots has returned to more than 40,000 tons, from the correlation between inventory and prices measured by SMM before, lead is the fundamental pricing variety, we believe that this round of rise depends on the macro environment and capital-driven, follow-up attention to the operation of funds in the choice of futures after delivery, as well as changes in the overall macro environment, and another concern about the pace of recovery of domestic lead battery consumption after the flood season.

Recycled lead: next week, on the one hand, considering the decline in lead prices, the current profits of recycled lead refineries are compressed to a minimum, and production enthusiasm may be suppressed. At present, some refineries are afraid of high and careful mining of waste batteries, but on the other hand, the peak season for battery replacement has not yet arrived, and the supply of waste batteries has always been tight. In addition, due to the weather in Anhui and Guizhou, it is more difficult to recover waste batteries. It is expected that the price of waste batteries will be slightly reduced next week.

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Catalogue of "SMM lead Industry chain Weekly report" in this issue

Key points of this week's report: operating rate of primary lead regenerated lead-lead battery

Next week's forecast: lead ingot stocks return to more than 40,000 tons need to pay attention to the pace of recovery of domestic lead battery consumption

SMM lead data: lead concentrate TC Shanghai and Guangdong lead inventory LME inventory

Lead concentrate market

Primary lead: social inventory is expected to rise next week

Profit analysis of recycled lead: reduced lead smelter is in a capital preservation state

Recycled refined lead market

Alloy lead market: just need to purchase alloy lead downstream

Lead Battery Market: some downstream storage enterprises begin to turn to the export source of electrolytic lead factories.

Silver-sulfuric acid

Futures and import and export markets

Hot spots in the industry

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[China lead Industry chain High-end report] China lead Industry chain monthly report includes macro interpretation, monthly lead price review, interpretation of hot events in various sections of the lead industry chain (ore, primary lead, recycled lead and lead battery), future forecasts, and simultaneous release of monthly lead concentrate, primary lead, recycled lead and lead battery enterprise operating rate and inventory survey, lead concentrate monthly balance, lead monthly balance and other data. Covers the entire lead industry chain.

[China lead Industry chain routine report] China lead Industry chain Weekly report includes a macro interpretation, a review of lead prices within the week, market trends in various sections of the lead industry chain (primary lead, recycled lead and lead batteries), weekly social inventory of lead ingots, and future forecasts, and focuses on the analysis of lead concentrate TC, refined waste price difference, recycled lead profits, etc., and a comprehensive interpretation of the lead market during the week.

"apply for free access to the SMM metal industry chain database

Catalogue of "SMM lead Industry chain Weekly report" in this issue

Key points of this week's report: operating rate of primary lead regenerated lead-lead battery

Forecast next week: the inventory base is low & the refinery overhaul is supported by the Wansi pass at the bottom of Shanghai lead.

SMM lead data: lead concentrate TC Shanghai and Guangdong lead inventory LME inventory

Lead concentrate market

Primary lead: the inflow of imported lead will become the primary concern for the subsequent accumulation of lead ingots.

Recycled lead market: the profits of recycled lead enterprises have not been significantly repaired.

Profit Analysis of recycled lead: reduction lead smelting is still difficult to make a profit

Recycled refined lead market

Alloy lead market: enterprises purchase alloy lead on demand

Lead-acid battery market: trading in the spot market remains sluggish, especially in the trading sector.

Silver-sulfuric acid

Futures and import and export markets

Hot spots in the industry

Scan the QR code application report for free and join the SMM copper industry chain exchange group

[China lead Industry chain High-end report] China lead Industry chain monthly report includes macro interpretation, monthly lead price review, interpretation of hot events in various sections of the lead industry chain (ore, primary lead, recycled lead and lead battery), future forecasts, and simultaneous release of monthly lead concentrate, primary lead, recycled lead and lead battery enterprise operating rate and inventory survey, lead concentrate monthly balance, lead monthly balance and other data. Covers the entire lead industry chain.

[China lead Industry chain routine report] China lead Industry chain Weekly report includes a macro interpretation, a review of lead prices within the week, market trends in various sections of the lead industry chain (primary lead, recycled lead and lead batteries), weekly social inventory of lead ingots, and future forecasts, and focuses on the analysis of lead concentrate TC, refined waste price difference, recycled lead profits, etc., and a comprehensive interpretation of the lead market during the week.

Weekly report
lead price
price forecast
inventory
output
processing fee

For queries, please contact Frank LIU at liuxiaolei@smm.cn

For more information on how to access our research reports, please email service.en@smm.cn

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