Summary of important non-ferrous information: please take the complete collection of dry information at the summit of the copper industry chain * the trend of high nickelization of ternary materials is still the same * Mine maintenance affects the release

Published: Jul 18, 2020 09:39
Summary of important non-ferrous information: the 15th China International Copper Industry chain Summit has come to a successful conclusion. Please pick up the complete collection of practical information. * MCC's Saindak copper smelter resumed production after closing for nearly 10 months * lead price rise boosted orders lead battery operation increased 1.03% month-on-month. * this week, Shanghai nickel rose and fell back against the 20-day moving average. Focus on whether the price of magnesium ingots bottomed out again. There is still a downward risk. * Lithium iron phosphate power market demand increases and ternary materials continue to become more nickel-rich. * Mine maintenance affects zinc ore release. It is expected that the increase in processing fees in the second half of the year is limited.

Metal news

The 15th China International Copper Industry chain Summit has come to a successful conclusion. Please pick up the complete collection of practical information.

[SMM scrap Copper column] the detailed rules for the implementation of recycled copper standards still need to be improved and it is difficult to implement them quickly in a short period of time.

Copper inventory in SMM bonded warehouse increased by 2500 tons in Shanghai bonded warehouse this week.

The Saindak copper smelter owned by MCC has been closed for nearly 10 months before resuming production.

Alcoa (Alcoa) 2020 Quarterly report announced: steady production operations help mitigate the impact of the epidemic

"[SMM Analysis] out of the warehouse to maintain the inventory of high aluminum bars does not increase but decrease.

The rise in lead prices boosts orders the weekly start-up of lead-acid batteries increased by 1.03% month-on-month over the previous month.

Delivery [SMM data] the social inventory of lead ingots at the arrival of warehouses has increased continuously for ten consecutive years.

[SMM analysis] what happened when Shanghai lead fell for four days and broke the Wanwu pass?

[SMM Weekly Outlook] this week, Shanghai Nickel hit the high and fell back and spit out the increase against the 20-day moving average to see if it can go up.

Li Chen stainless Steel Co., Ltd. will be put into production this month.

Although the price of gold is still bullish or needs a bigger correction to attract new buyers

Bi [SMM Bismuth spot Weekly Review] Bismuth market price is stable (2020.7.13 muri 2020.7.17)

[SMM selenium spot Weekly Review] the price of diselenide is firm and the selenium market continues to stabilize (2020.7.13 muri 2020.7.17)

There is still a downward risk that magnesium ingot prices hit bottom again. [SMM analysis]

Rio Tinto: iron ore shipments in the second quarter were 86.7 million tons, up 1% from the same period last year.

Quzhou Huayou Cobalt New material with an annual output of 30,000 tons of high purity ternary power battery grade nickel sulfate project starts construction

One of the production data of 2020H1 battery materials in China: the epidemic affects cobalt prices to decline in the first half of the year and cobalt salt prices may rebound in the second half of the year.

[SMM Analysis] 2020H1 China Battery material production data II: lithium prices fall to the bottom Enterprise cost prices rebound need to wait for inventory repair

[SMM Analysis] 2020H1 China Battery material production data part 3: the market demand for lithium iron phosphate power increases and the trend of high nickel content of ternary materials remains the same.

Zhou [SMM Hot Rolling Weekly] this week's price "up and down dilemma" follow-up hot roll "where is the way?"

[SMM Cobalt Lithium spot Weekly report (0713Muth0717)] the price of cobalt salt has risen slightly and the terminal cost reduction requirement is still there.

Weekly Review of spot Trading of basic Metals in SMM (2020.07.13 Mel 2020.07.17)

Review on spot Trading Day of SMM Base Metals on July 17

Selected SMM Weekly report

A large number of manufacturers of scrap copper rods actively replenish corresponding raw materials. [selected SMM Weekly report]

The return of lead ingot inventory to more than 40, 000 tons should pay attention to the pace of recovery of domestic lead battery consumption.

[SMM Weekly report selected] Mine overhaul affects the release of zinc ore. It is expected that the increase in processing fees in the second half of the year will be limited.

[SMM Weekly report selected] Nickel Sulfate factory inventory bottomed out. The recent quotation intention follows the rising period of nickel, but the price effect is limited.

Xi [SMM Weekly Outlook] in Shanghai this week, Xi first suppressed and then Yang was not willing to pick up spot goods downstream.

[selected SMM Weekly report] Myanmar's extended immigration control on imported tin ore is still relatively tight. Tin ore processing fees are basically stable.

[selected SMM Weekly report] the domestic rare earth market tends to stabilize. There may be price differentiation between light rare earths and medium and heavy rare earths.

Special recommendation for SMM

Special Topics on SMM Copper Market Research

Special Topics on News investigation of SMM Aluminum Industry chain

Special Topics on SMM Zinc Market Research

Special Topics on SMM lead Market Research

Special Topics on SMM Ni-Cr stainless Steel Industry chain

Special Topics on SMM Silicon Industry chain Research

Special Topics on SMM Steel and Thread Steel

Special topic on Iron and Steel SMM

Special topic on Hot Rolling of SMM Steel

Zou Youchang, SMM, looks at the special topic of Steel City.

2020 China Ni-Cr stainless Steel Industry Market and Application Development Forum

Scan the QR code, apply for participation or join the SMM metal exchange group

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn
For more information on how to access our research reports, please contact:service.en@smm.cn
Related News
"Premier Li Qiang Leads State Council Meeting on Enhancing Effective Investment, Boosting Economic Growth"
11 hours ago
"Premier Li Qiang Leads State Council Meeting on Enhancing Effective Investment, Boosting Economic Growth"
Read More
"Premier Li Qiang Leads State Council Meeting on Enhancing Effective Investment, Boosting Economic Growth"
"Premier Li Qiang Leads State Council Meeting on Enhancing Effective Investment, Boosting Economic Growth"
Premier Li Qiang presided over an executive meeting of the State Council to study policy measures for promoting effective investment. The meeting noted that promoting effective investment plays an important role in stabilizing economic growth and strengthening momentum for development. It is necessary to innovate and improve policy measures, and intensify efforts to enhance the efficiency of utilizing funds such as central budget investments, ultra-long-term special treasury bonds, local government special bonds, and new-type policy-based financial instruments. In conjunction with formulating and implementing the 15th Five-Year Plan
11 hours ago
"Guided by Xi Jinping Thought, Implement 20th CPC Congress Spirit, Apply New Development Philosophy...
11 hours ago
"Guided by Xi Jinping Thought, Implement 20th CPC Congress Spirit, Apply New Development Philosophy...
Read More
"Guided by Xi Jinping Thought, Implement 20th CPC Congress Spirit, Apply New Development Philosophy...
"Guided by Xi Jinping Thought, Implement 20th CPC Congress Spirit, Apply New Development Philosophy...
Guided by Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era, we will thoroughly implement the spirit of the 20th National Congress of the Communist Party of China and the plenary sessions of the Party’s 20th Central Committee, fully and faithfully apply the new development philosophy, strengthen top-level design, build computing power interconnection nodes oriented toward national hub periods, major strategic regions, and key industries, establish a system of computing power interconnection nodes, improve the efficiency and service level of public computing power resources, and promote high-quality development of computing power.
11 hours ago
Indirect Iran-US Nuclear Talks in Muscat Show Progress, Omani FM Mediates Tense but Efficient Discussions
11 hours ago
Indirect Iran-US Nuclear Talks in Muscat Show Progress, Omani FM Mediates Tense but Efficient Discussions
Read More
Indirect Iran-US Nuclear Talks in Muscat Show Progress, Omani FM Mediates Tense but Efficient Discussions
Indirect Iran-US Nuclear Talks in Muscat Show Progress, Omani FM Mediates Tense but Efficient Discussions
After intensive indirect consultations, the new round of nuclear talks between Iran and the US in Muscat, the capital of Oman, has achieved phased progress. It is reported that during this round of talks, the Iranian and US delegations did not meet directly. Instead, Omani Foreign Minister Badr acted as an intermediary, conveying a series of core proposals, strategic concerns, and policy positions to the other side. The atmosphere at the talks was tense yet efficient. According to preliminary on-site assessments, although both sides continue to negotiate over specific terms, they have reached a consensus on the key objective of "continuing dialogue."
11 hours ago