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[SMM Weekly selection] lead fundamentals are short and pay attention to the supply of waste batteries and the primary price difference of recycling.
Sep 12,2020 08:36CST
translation
Source:SMM
[this week's recycled lead market] the impact of the new solid waste law continued this week. In places such as Henan and Anhui, the joint approval of waste battery transportation is slow, and some refineries reflect that the cost of dangerous vehicles is high, the transportation of waste battery is difficult, and the supply of compliant waste battery supply is tight. Some refineries with low raw material inventory have chosen to stop production and overhaul, but at the same time, the new solid waste law also restricts unlicensed refineries and traders from purchasing waste batteries. For licensed enterprises, There are signs of loosening in the supply of waste batteries, which makes the price of waste batteries fall.
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:

The lead city predicts next week that the domestic investment in fixed assets will be dominated by next week. At present, the domestic fundamentals are long and there are few bright spots, the supply side of primary lead is stable, and the production profits of enterprises are better. Although the production profits of recycled lead enterprises have decreased, but at present, the supply of waste batteries is relatively loose, the prices of waste batteries follow faster, the production costs of enterprises continue to move down, and lead prices always have room for shorting. In terms of consumption, at present, automobile consumption is recovering, and car batteries are relatively good, but the performance of electric bicycles is general. In the short term, there is limited room for consumption to continue to improve compared with the previous month. In the short term, it is mainly to maintain the current order, and the domestic fundamentals are relatively empty. Follow-up attention to the supply of waste batteries and the primary price difference.

Recycled lead: the impact of the new solid waste law continues this week. For example, the transportation of waste batteries in Henan and Anhui is slow, and some refineries reflect that the cost of dangerous waste vehicles is high, the transportation of waste batteries is difficult, and the supply of compliant waste batteries is tight. Refineries with low inventory of raw materials have chosen to stop production and overhaul, but at the same time, the new solid waste law also restricts unlicensed refineries and traders from purchasing waste batteries. for licensed enterprises, There are signs of loosening in the supply of waste batteries, which makes the price of waste batteries fall.

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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

Forecast for next week: lead fundamentals are short and focus on the supply of waste batteries and the primary price difference of recycling.

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

Lead concentrate market

Primary lead: social stocks rise this week

Profit analysis of recycled lead: the recycled lead smelter lost 200 yuan / ton

Recycled refined lead market

Lead-acid battery market: downstream procurement turns to wait-and-see and careful mining.

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 (mines, primary lead, recycled lead and lead batteries), future forecasts, and Synchronize releases 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 (mines, primary lead, recycled lead and lead batteries), future forecasts, and Synchronize releases 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
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For more information on how to access our research reports, please email service.en@smm.cn

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