[SMM Metal Morning reference] Metal prices rise and fall each other and tin prices in the two cities hit an all-time high again | Prospect of steel import and export in 2022 | Review of magnesium City in 2021

Minutes of SMM Bronze Morning meeting: real-time update, please refresh and view

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Minutes of SMM Aluminium Morning meeting: real-time update, please refresh and view

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Minutes of SMM lead Morning meeting: real-time update, please refresh and check

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Minutes of SMM Zinc Morning meeting: real-time update, please refresh and view

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SMM Tin Morning News: fundamentals, spot quotation merchants are still on the low side, market shipments turn worse due to higher prices. Market trend, 2202 contract night after the opening of high horizontal, the overall volatility is small. The funds left the market again, and there were signs of the transition of funds to 2203 contracts. To sum up, with the date gradually approaching the upstream and downstream enterprises' holiday time, the probability of the trend becoming more stable increases, but we still need to pay attention to the specific impact on the price after the delivery goods enter the market.

"Shanghai-tin trend keeps horizontal-traded funds leaving the market again [SMM Tin Morning News]

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Minutes of SMM Nickel Morning meeting: real-time update, please refresh and view

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SMM steel morning meeting minutes: yesterday even iron shock down in the morning, rebounded in the afternoon, the final closing price of the main contract 715, an increase of about 1% throughout the day. Port spot traders offer stable early trading than yesterday, steel mills replenish the warehouse on demand. The spot transaction at the port is mediocre. . According to SMM tracking data, a total of 74 ships arrived at China's main ports from 1.10 to 1.16, with an estimated arrival volume of 11.27 million tons, an increase of 200000 tons over the previous period and a decrease of 8.189 million tons compared with the same period last year.

"Tangshan production restriction document issued black system pressurized operation [minutes of SMM Steel Morning meeting]

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Crude oil: international oil prices climbed to their highest level since 2014 on Tuesday, with both rising more than 2 per cent, and both benchmark contracts hit their highest level since October 2014. Concerns about supply and demand have intensified.

On the dollar side: the dollar posted its biggest one-day gain in two weeks on Tuesday, as investors prepared for a potentially more hawkish attitude from the Fed, with Treasury yields jumping and 10-year yields hitting a two-year peak. The dollar index followed its trend, hitting an one-week high of 95.832 before closing up 0.57 per cent at 95.798. U. S. stocks closed lower on Tuesday, with all three major indexes falling to varying degrees.

Today's macro focus is on the monthly rate of construction permits in December in the United States, CPI and PPI data in December in the United Kingdom, the annual rate of retail price index in December and CPI in Germany in December.

Metal market: overnight outer plate metal floating red, tin performance continues to be strong, tin prices in the two cities are both brushing their record highs. Lunxi rose sharply, closing up 2.44%, while Shanghai tin rose 1.32%. Lead was the most depressed among all metals, with the largest decline in lead prices in both markets, with lun lead down more than 1.7% and Shanghai lead down 0.99%. Lun Copper closed down 0.61% due to the strength of the US dollar. The metal in the inner market was mixed, and Shanghai Aluminum slightly underperformed Shanghai Tin with an increase of 1.25%. Shanghai Copper and Shanghai Tin fell one after another.

Black series, with the exception of stainless steel, the whole line rose sharply. Stainless steel only floated green, closing down 1.37%. Iron ore night trading rose rapidly, closing up 4.26%. Hot coil, thread also increased by more than 3%. In terms of double coke, both coke and coke recorded an increase, with coke up 1.74% and coking coal up 2.83%.

Precious metals: COMEX gold futures closed lower on Tuesday, giving up early gains brought about by lacklustre US economic data and a fall in global stock markets as a whole.

[SMM investigation: pay attention to the addition and cancellation of the list of the second batch of copper smelting enterprises] in order to promote the supply-side structural reform of the copper smelting industry, further accelerate the transformation and upgrading of the copper smelting industry, promote the technological progress of the copper smelting industry, enhance the comprehensive utilization of resources and the level of energy conservation and environmental protection, and promote the high-quality development of the copper smelting industry, on September 4, 2019, in accordance with relevant state laws and regulations and industrial policies, business related departments, The Ministry of Industry and Information Technology officially released the new version of the Code and conditions for Copper smelting Industry. "View details

[SMM Daily Review: SMM alumina weighted index gradually moved closer to 3000 yuan] Market sentiment changed from pessimism to bullish sentiment in just a week. At present, alumina is in the upstream channel, led by the mood of buying up rather than buying down, traders and rigid demand continue to participate in trading, and the situation of southward goods going northward begins to increase. At present, the highest transaction price in northern China is 3050 yuan / ton, up 150 yuan / ton from last Monday. The mainstream transaction prices in Guangxi and Guizhou are close to 2860 yuan / ton, up 100-140 yuan / ton from last Monday. "check the details.

[nickel pig iron trading daily review: nickel iron prices remain volatile high nickel prices & steel mills demand double support] on January 18, the average price of SMM high nickel pig iron was 1362.5 yuan / nickel point (including factory tax), which was the same as the previous day's average price. Intraday market turnover is light, most steel mills have completed stock preparation, but there are still some steel mills have the intention of inquiry. On the supply side, as the steel mills will prepare the demand for goods. . "View details

[SMM concern: two nickel-iron production lines of Anjia Nickel Industry in weda bay Park, Indonesia] according to SMM, two nickel-iron production lines of Anjia Nickel Industry in weda bay Park of Indonesia were put into production at the end of December and early January respectively. At present, one production line has been put into production. So far, Weidabe has put into production a total of 32 ferronickel production lines. "View details

[SMM analysis: new energy vehicle insurance hit another record high in December and exceeded 2.9 million for the whole year.] according to Shanghai Insurance data, sales of new energy vehicles in December were 481100, up 32 percent from 364500 last month. In terms of fuel type, a total of 397100 pure electric models were sold, accounting for 82.54%, an increase of 34.95% compared with the previous month, while plug-in hybrid models sold a total of 84000, accounting for 17.45%, an increase of 19.64%. From the perspective of the overall market. "View details

[SMM analysis: cobalt sulfate is temporarily removed in the future or restarted due to insufficient demand growth] the overall supply and demand side, China's cobalt sulfate changed to the state of destocking in December, and 13 metal tons went to the warehouse in the same month. Cobalt sulfate is expected to restart the accumulation bank in January, and 163 metal tons are expected in that month. "View details

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[Foshan stainless steel daily review: the spot price of stainless steel is stable near the festival] on January 18, the spot prices of all departments in Foshan market are basically stable, and the transaction is relatively flat, although the stainless steel futures market has fluctuated in the past two days. The range is about 300-400 yuan / ton, but due to the spot market, around the 20th, the market basically entered the state of holiday. "check the details.

[SMM Daily Review: strong overall upward quotation for chromium ore end price] on January 18, 2022, the spot price of 40-42% concentrate powder in South Africa is 30-31 yuan / tonnage; the spot price of 42-44% concentrate powder in South Africa is 35-36 yuan / tonnage; the spot price of 40-42% raw ore in South Africa is 40.5-42.5 yuan / tonnage; the spot price of 40-42% ore in Turkey is 59-60 yuan / tonnage. "View details

[SMM Daily Review: the price of light ferrochrome is stable] on January 18, Inner Mongolia's high-carbon ferrochrome quoted price of 8100-8300 yuan / 50 base tons, unchanged from the previous trading day; the overall transaction situation before the year was flat, but under the influence of factors such as poor chromium ore shipping and upward coke prices, ferrochromium manufacturers are selling at a higher price, and the supply of goods at low prices in the market is reduced. It is expected that the price of high-carbon ferrochromium will remain stable in the near future. "View details

[hot spot of SMM: interpretation of the impact related to the preliminary formulation of the off-peak production plan of the iron and steel industry in Tangshan for the heating season 2021-2022] SMM analysis shows that the production limit documents involve 23 steel enterprises and plan to reduce crude steel production by 8.9143 million tons. The off-peak production period is from January 1, 2022 to March 13, 2022, and the concentrated production reduction time is from January 30 to February 20, and from March 3 to March 13. Among them, the second stage of production restriction is clearly required. "View details

[SMM hot rolling arrival: northeast resources shipments reduced this week mainstream market arrival shrank] according to SMM statistics, this week estimated that the total market resources arrival volume of 249000 tons, a month-on-month decrease of 30, 000 tons, a decline of 10.75%. Look at it by market. "check the details.

[the operating rate of SMM electric furnace: loss increases & the scope of holiday affected by the epidemic is expanded] according to SMM's survey of 34 independent electric arc furnace steel mills producing building materials, the operating rate was 13.21% as of January 18, down 21.71% from last week. "check the details.

[SMM hot spot analysis: review of steel imports and exports in 2021 and prospects for 2022] data from the General Administration of Customs show that in December 2021, China exported 5.026 million tons of steel, an increase of 3.6 percent over the same period last year. From January to December, steel exports totaled 66.895 million tons, an increase of 24.6 percent over the same period last year. In December, China imported 1.001 million tons of steel. "check the details.

[SMM Coke spot Daily Review: steel mills have strong resistance to coke price increases] to sum up, steel mills continue to replenish coke inventory, a few steel mills' coke inventory has dropped to a low level, and they have agreed to a fourth round increase in coke prices, but steel mills' profits per ton of steel have declined significantly, and there is a strong resistance to the increase in coke prices. It is expected that the coke market will operate stably in the short term. "View details

[SMM comment: MAL will start the production of silicon-manganese alloy with an annual production capacity of about 50, 000 tons.] MAL acquired Impex Metal and Ferro Alloys (IMFAL), at the beginning of December and opened the first furnace in December 2021, and started the second smelting furnace on January 13, with an annual output of 49400 tons of silicon and manganese. The company expects the two silicon-manganese furnaces to be put into production in late January. Since January 6. "View details

[SMM Manganese Mine Daily Review: market atmosphere is relatively light short-term mine prices wait and see] January 18, the northern port: Australia mine 43-44 yuan / tonnage; South Africa hemicarbonate mine 32.5-33.5 yuan / tonnage; Gabon mine 40.5-41.5 yuan / tonnage; Brazil mine 41-42 yuan / tonnage; South Africa ferromanganese mine 33-34 yuan / tonnage. Southern ports: Australian mine 43-44 yuan / tonnage; South African hemicarbonate mine 35-36 yuan / tonnage; Gabon mine 41-42 yuan / tonnage; Brazil mine 42-43 yuan / tonnage. "View details

[SMM Silicon-Manganese Daily Review: the chaotic operation of the silicon-manganese market is about the same as the mainstream transaction prices between the north and the south] on January 18, 6517 (cash) of silicon and manganese in the northern market was 8050-8300 yuan / ton, and 6517 (cash) of silicon-manganese in the southern market was 8150-8350 yuan / ton. Near the end of the year, the parties are not willing to ship, the quotation is chaotic, and the mainstream transaction prices between the north and the south are about the same. As far as SMM knows, at present, the ironworks are mainly based on long-term association orders, and the retail volume is relatively small. Although the market has been relatively active recently, terminal demand is still low. In the short term, there is little room for silicon and manganese prices to rise. "check the details

[SMM: rigid demand is less than replenishment manganese price continues to be stable] at the beginning of the week, the turnover of rigid demand in manganese city was low, and the negotiation range of individual traders was low at 41000-417 million yuan / ton, while in the northern region. "check the details.

[SMM Daily Review: downstream pre-festival stock is drawing to a close. Silicon market transactions turn weak] Silicon prices are basically stable on January 18. Huangpu Port 44 silicon is at 20600-20800 yuan / ton, 330 silicon is at 21000-21200 yuan / ton, the vast majority of domestic downstream enterprises basically finished stock before the end of the year, market transactions are mainly sporadic replenishment orders. "check the details.

[SMM antimony market follow-up report: antimony factories in some areas of Hunan have stopped production and holiday market is generally optimistic about antimony prices after the Spring Festival.] according to information learned by SMM, some mainstream antimony factory enterprises in Lengshuijiang area of Hunan Province have gradually begun to have a holiday. Among them, many private enterprises in the Xikuang area have stopped work for a holiday, and some of the remaining private enterprises are preparing to have a holiday on the 25th of this month at the latest. By that time, even the equipment produced in the factory will stop production, according to some relevant officials. "check the details.

[SMM molybdenum spot KuaiBao: the market transaction slows down near the Spring Festival holiday] on January 18, the mainstream transaction prices of 45% molybdenum concentrate in China are 2400-2420 yuan / tonnage; 60% molybdenum-iron mainstream transaction prices are 16-164000 yuan / ton, prices are stable than yesterday. SMM believes that due to the decline in overall market activity, the probability of large changes in the relationship between supply and demand is low, and short-term prices are expected to be stable. "check the details.

[SMM Analysis: 2021 Review of magnesium Market] thanks to the sharp rise in raw material prices and policy support, magnesium prices have been rising by leaps and bounds in 2021, frequently setting new record highs. Take the price of 9,000 magnesium ingots in Fugu, the main producing area, as an example, the unit price of 49000 yuan / ton at the end of the year was 15250 yuan / ton at the beginning of the year, and the magnesium price increased by 221%. The sharp fluctuation of magnesium price makes the downstream enterprises feel the unprecedented cost pressure, the profit space is sharply compressed, and the downstream enterprises are generally difficult to run. . "View details

[SMM Daily Review: the market for rare earths continues to be dull as a whole.] some enterprises in the upper reaches of rare earths carry out replenishment before the logistics shutdown, which is expected to be the last wave of purchasing and replenishment craze before the festival. Today (January 18) rare earth oxide market inquiry activity is higher than yesterday, the metal market continues to be flat. Today, praseodymium-neodymium oxide mainstream reported to 905000 yuan / ton, the market part of the transaction at 915000 yuan / ton. The spot price of terbium continued to be stable, while the prices of dysprosium oxide and terbium continued yesterday's market. "check the details.

[BlackRock: global decarbonization "commodities will be high for decades] Foreign News on January 14, Evy Hambro, head of investment at BlackRock (BlackRock), said in a report that commodity prices are likely to remain high for decades to come, as mining companies struggle to keep up with surging market demand at a time of energy transformation. Copper, lithium and nickel will be driven by global decarbonization trends, he said. The prices of commodities such as coal, copper and lithium have all hit record highs in the past year, generating huge profits for mining companies, he said. "View details

[SMM Research] according to SMM research, as the Spring Festival holiday is approaching, recycled copper rod factories will gradually stop working for a holiday, and the vast majority of recycled copper rod factories will complete their holiday arrangements within this week. Coupled with the gradual reduction of recycled copper supply on the market, it is expected that the recycled copper market will be very light next week and will only gradually recover around the seventh day of the year.

[Teck Resources Highland Valley copper workers will vote for approval to strike crisis or contact] Canadian mining company Tektronix Resources Co., Ltd. said on Monday that the union representing 1048 workers at its mines in British Columbia had agreed to vote on the mediator's proposal. The company said the union would arrange for the approval vote to be completed by January 24. "View details

Shenyu (300563) said on the interactive platform on January 18th that the company mainly produces and sells radio frequency coaxial cables, mainly fine and very fine radio frequency coaxial cables, the copper wire used is very fine, and the purchase unit price of copper wire is much higher than the copper price. the decline in copper prices in the fourth quarter had little impact on the company's fourth-quarter costs.

[Rio Tinto produces 13.1 million tons of bauxite in the fourth quarter and is expected to produce 54 million to 57 million tons in 2022] Rio Tinto produced 13.1 million tons of bauxite in the fourth quarter, 1.91 million tons of alumina in the fourth quarter and 757000 tons of aluminum in the fourth quarter. Rio Tinto expects bauxite production of 54 million to 57 million tons in 2022.

[raw aluminum output of Chinalco Qinghai Branch in 2021] in 2021, the electrolytic plant of Chinalco Qinghai Branch strictly grasped the quality of raw aluminum through "three intensification", closely monitored the problem of quality fluctuation, and took measures to stabilize technical conditions and fine operation quality. the annual aluminum output reached 403881 tons, 574.26 tons more than in 2020.

Despite limiting the energy consumption of factories to meet climate targets, China's aluminum production rose 4.8 per cent year-on-year in 2021 to a record high of 38.5 million tons, according to data released by China's National Bureau of Statistics on Monday. China's primary aluminium (electrolytic aluminium) production in December was 3.11 million tonnes, up slightly from 3.1 million tonnes in November, but down 4 per cent from a year earlier, according to the Bureau of Statistics. On an average daily basis, raw aluminum production in December was 100300 tons per day, the lowest since July 2020, and about 103300 tons per day in November. Aluminum, as an energy-rich industry, will be affected by the double control of energy consumption in 2021, and aluminum production in some areas will be reduced. Aluminium for three-month delivery closed up $20.50, or 0.69 per cent, at $2997 a tonne, hitting its highest level since Oct. 21 above $3000 last week.

[Yunnan is the largest province of electrolytic aluminum production capacity in China] according to incomplete statistics, by the end of November 2021, the total production capacity of electrolytic aluminum in China is about 42.83 million tons. The ceiling of electrolytic aluminum production capacity in China is about 45 million tons. Although Yunnan Province is a corner, its electrolytic aluminum production capacity has reached about 1/5 of the country's total production capacity, far exceeding the major aluminum industries such as Shandong Province, Henan Province, Xinjiang Uygur Autonomous region and Inner Mongolia Autonomous region, and has truly become the largest province of electrolytic aluminum production capacity in China. "View details

[European metal industry calls on EU to help in energy transformation] according to foreign news on January 17, the industry association Eurometaux has asked EU policy makers to allow its members to support domestic aluminum, zinc and silicon producers with state assistance to ensure the supply of metals critical to the transition to low-carbon energy. The EU aims to cut net greenhouse gas emissions by 55 per cent from 1990 levels by 2030 and then achieve "net zero emissions" by 2050, a carbon reduction plan that includes the renewable energy industries of aluminum, zinc and silicon. "View details

[Zunyi Aluminum and Guizhou Wujiang Hydropower Development Co., Ltd. signed a strategic cooperation agreement] recently, the signing ceremony of "Strategic Cooperation Framework Agreement" and "Electric Power medium-and long-term Trading contract" between Zunyi Aluminum and Guizhou Wujiang Hydropower Development Co., Ltd. was held in Guiyang. The strategic cooperation between Zunyi Aluminum and Wujiang Hydropower Company is helpful for both sides to explore the pilot project of "aluminum-electricity-coal" joint venture and realize market risk sharing and benefit sharing. At the same time, with the help of the clean energy advantage of Wujiang Hydropower Company, Zunyi Aluminum Industry will further adjust and optimize the electric energy structure, help to achieve the goal of carbon peak carbon neutralization and achieve sustainable development. "View details

[Guangdong Hongtu: trial production of 6800T New Energy vehicle Super large Integrated Aluminum Alloy Die casting structure] the 6800T New Energy vehicle super large integrated aluminum alloy rear floor die casting structure product developed by Guangdong Hongtu was successfully trial-produced on January 17. The product developed by Hongtu in Guangdong Province is made of self-developed aluminum alloy with high strength and toughness without heat treatment. The size of the casting is about 1700 × 1500 × 700mm and the pouring weight is about 100kg. It is the largest known aluminum alloy high strength and toughness die casting at present. It marks that Guangdong Hongtu has become the first national brand enterprise in China to master the die-casting production technology of super-large integrated aluminum alloy structures.

[zinc stocks in Hulun and Lun fell Synchronize fell to an one-month low] London zinc stocks fell after rising to a two-and-a-half-month high of 209175 tons on December 14 last year, and Lun zinc stocks continued to decline last week, with the latest inventory level at 181450 tons, falling to an one-month low, according to data released by the London Metal Exchange ((LME)). Data released last week showed that weekly zinc inventories in shanghai fell slightly, falling 1.93 per cent to 63097 tonnes in the week of January 14, a relatively low level in three months. "View details

[Lun Nickel stocks have been falling and brushing new lows for more than two years] data released by LME show that Lunni stocks have not bottomed out since late April last year, starting from a high of 264606 tons. Lenny nickel stocks continued to decline last week, with the latest inventory level of 97038 tons, falling to a more than two-year low of about 63.3 per cent. "View details

[Indonesia plans to impose export duties on Nickel Iron] according to foreign media reports, Indonesian Deputy Minister of Ocean and Investment Septian Hario Seto said that the government may start imposing export duties on Nickel Iron in 2022. Seto said that if the price of nickel was above $15000 a tonne, an export tax of 2 per cent, or $300,300 a tonne, would be levied, and the tax would increase in direct proportion to the price of nickel. The tax is designed to encourage nickel miners to process products before shipping overseas, otherwise Indonesia's nickel reserves will soon be depleted. As soon as the news was released, the price of LME nickel rose to around $22700 / ton, causing heated discussion in the market. "View details

[nickel sales in Nornickel:2021 are not affected by export taxes] Nornickel, the world's largest refined nickel producer, said on Monday that the national export tax imposed by Moscow between August and December 2021 had not affected its nickel exports. "View details

Boliden, a Swedish mining and smelter company, said on Monday that it expected to restart nickel production at its Harjavalta smelter in the near future, according to foreign media reports. Russia's Nornickel, the world's largest refined nickel producer, said on Monday that the export tax levied by the Russian government from August to December 2021 had not affected its nickel exports.

[national Development and Reform Commission: the executive meeting of the State Council decided to set up special re-loans to support the clean and efficient use of coal to promote green and low-carbon development] to do a good job in the clean and efficient use of coal is related to national energy security and is very important to promote the realization of carbon peak and carbon neutralization goals. The CPC Central Committee and the State Council attach great importance to the clean and efficient use of coal, and the Central Economic work Conference stressed that based on the basic national conditions of giving priority to coal, we should do a good job in the clean and efficient use of coal, increase the capacity of new energy consumption, and promote the optimal combination of coal and new energy. The executive meeting of the State Council decided to set up special re-loans to support the clean and efficient use of coal to promote green and low-carbon development. The National Development and Reform Commission, together with relevant parties, will thoroughly implement the decisions and arrangements of the CPC Central Committee and the State Council, continue to promote the green and low-carbon development of coal, achieve the goals of carbon peak and carbon neutralization, and promote the transformation, upgrading and high-quality development of coal consumption. "View details

[Australian lithium miner Allkem: lithium carbonate prices will rise by a further 80 per cent over the next six months] Australian lithium miner Allkem said on Tuesday that lithium carbonate prices are expected to rise by a further 80 per cent in the second half of the fiscal year ending in June compared with the first half of the fiscal year due to a surge in demand for metals used in electric car battery production. The Australian fiscal year is from July 1 of each year to June 30 of the following year. The spot price of battery-grade lithium carbonate has surged more than 400 per cent in the past year as demand outstrips supply, as carmakers around the world start to invest billions of dollars in cleaner modes of transportation. in order to promote the global cause of emission reduction. "View details

Rio Tinto on Tuesday postponed the first salable production of its $2.4 billion Serbian lithium project by one year to 2027 due to local community opposition. It said it faced delays in key approvals and protests against environmental issues. The mine was opposed by environmental activists and local communities for fear of environmental damage, forcing local municipalities to cancel plans to allocate land to the facility last year. "View details

[SMM News: lithium metal jumped 80, 000 yuan again today! Lithium carbonate lithium hydroxide Synchronize rose 3000 yuan / ton] after jumping 80, 000 yuan / ton yesterday, according to the latest spot price of SMM, lithium metal jumped another 80, 000 yuan to 1.765 million yuan / ton today, a daily increase of 4.75%. As of January 18, the average spot price of domestic battery-grade lithium carbonate was 334000 yuan / ton, up 3000 yuan / ton today, slightly slower than yesterday. But even so, lithium hydroxide, which has been rising with lithium carbonate recently, is still "never giving up." Similarly, it rose again by 3000 yuan / ton in a single day, to 275500 yuan / ton. "View details

[Tianci 2021 net profit soared more than 294% year-on-year increase in volume and price of electrolyte products] on the evening of January 17, the leading domestic electrolyte company, Tianci material, announced that the company's net profit in 2021 is expected to reach 21-2.3 billion yuan, an increase of 294.09%. An increase of 331.62% over the same period last year. Mainly during the reporting period, under the influence of the strong growth of global new energy automobile industry and downstream customer demand, the company's lithium-ion battery material electrolyte product sales and prices increased significantly compared with the same period last year. At the same time, the company's competitive advantage is highlighted under the vertical integration strategy, and the self-production rate of raw materials of the company's products continues to improve. "View details

[China Mineral Resources: the company's 25000-ton battery-grade lithium hydroxide and battery-grade lithium carbonate production line has been in good condition since it was put into production on August 19, 2021.] China Mineral Resources said on the interactive platform that the company's 25000-ton battery-grade lithium hydroxide and battery-grade lithium carbonate production line has been in good condition since it was put into operation on August 19, 2021, of which lithium carbonate began to be sold this month. The company's lithium salt products are of high quality and stable quality, and have been recognized by many listed companies and high-quality enterprises at home and abroad.

[overseas Port Trends] RIO.US, the world's second-largest iron ore producer, reported a decline in full-year production of all its commodities in 2021, including a 3 per cent drop in Australian iron ore shipments (321.6 million tonnes), as restrictions related to COVID-19 disrupted the project and made it difficult to find workers. It is understood that iron ore shipments fell 5 per cent to 84.1 million tons in the fourth quarter of 2021 compared with the same period last year due to delays in production at the new Gudai-Darri mine in Western Australia and labour shortages caused by the prolonged closure of the interstate border caused by the outbreak. Rio Tinto expects iron ore shipments in the Pilbara region to increase slightly in 2022, with expected shipments of 320 million-335 million tonnes, copper production of 500m-575 million tonnes and aluminium production of 310 million-3.2 million tonnes. While "encouraged" by the growth outlook for 2022, Rio Tinto cautioned that the surge in novel coronavirus cases and any potential production disruptions caused by geopolitical tensions could have an adverse impact.

[overseas Port Trends] VALE.N said yesterday that it had resumed some mine operations in (MinasGerais), Minas Gerais. A week ago, the company was forced to suspend operations of its iron ore system in southeastern and southern Brazil because torrential rains increased the risk of accidents and disrupted logistics. According to a document, the shutdown affected Vale's iron ore production by about 1.5 million tons. Nevertheless, the company reiterated its 2022 iron ore production guidance of 3.2-335 million tons.

[developments in overseas ports] Brazilian miner CSN said on January 18 that the mining and processing of the CasadePedra mine, which had been suspended due to heavy rainfall in southeastern Brazil, the operation of the Pires concentrator and the TECAR berth at the port of Itagua í / RJ, were gradually recovering due to improved weather conditions. CSN also said that it would continue to fully monitor the situation of the CasadePedra dam, but reiterated that no anomalies have been found and that its structure remains safe and stable.

According to foreign media reports, Genna Reinhart, heir to the Australian iron ore family company Hancock Exploration Company (Hancock Prospecting), plans to develop an iron ore mine with an annual production capacity of 20 million tons in Mulga Downs, Western Australia. Hancock Exploration, which made a profit of $7.3 billion in the last fiscal year, is eager to develop a smaller mine that can operate for five years. Roy Mountain, a subsidiary of the group, plans to build a branch line on the existing railway to provide transport services for Hancock Exploration's planned Mulga Downs mine.

[Rio Tinto believes iron ore shipments in 2022 are weak due to labor problems and project delays] Rio Tinto on Tuesday forecast iron ore shipments in 2022 slightly lower than expected due to tight labor market conditions and delays in new greenfield production at the Gudai-Darri project. The world's largest iron ore producer said shipments in the Pilbara region of Western Australia were expected to be between 320 million and 335 million tonnes in 2022, a midpoint below UBS's estimate of between 330 million and 340 million tonnes. Last year, the company shipped 321.6 million tons of steelmaking goods. "View details

[NDRC: will step up the formulation of guidelines to promote clean and efficient use of coal] Li Yunqing, director of the Economic Operation Regulation Bureau of the NDRC, said that the domestic coal supply is guaranteed. We will step up efforts to formulate guidelines for promoting clean and efficient utilization of coal, put forward key objectives and major measures in stages, and play a benchmarking role, and put forward benchmarks and benchmarking levels for clean and efficient utilization of coal for major coal-using industries. in principle, the new projects should reach above the benchmark level, and will increase policy support.

[the third round rises and lands! Coke futures hit a half-month low] Coke fell slightly on Tuesday (January 18), with weak terminal real estate demand and production restrictions at steel mills in autumn and winter and the Winter Olympic Games, resulting in a sharp drop in coke demand. The production of coke enterprises is restricted by both production restriction and profit. As the coke is closer to the terminal demand, facing greater pressure of lifting and lowering, the rapid drop in the early spot makes speculative inventory decline, downstream restrictions on the arrival of goods continue to consume the existing inventory, inventory gradually transferred to the upstream. In the future, once the fundamentals stabilize, there is a rigid demand downstream replenishment action, do not rule out the possibility of spot rise. "View details

[Yunhai Metal Qingyang Project has started construction with an annual production capacity of 300000 tons of high-performance magnesium-based light alloy] according to Yunhai Metal's Qingyang project, the project is located in Wujia Dolomite Mining area, Youhua Town, Qingyang County, with an annual throughput of 30 million tons of wharf and an annual output of 300000 tons of high-performance magnesium-based light alloys, 150000 tons of magnesium alloy die-casting components, and an annual output of 25 million tons of aggregate and mechanism sand. Construction of the project has begun at a ceremony held on December 28, 2021 in Qingyang County Economic Development Zone, Chizhou City, Anhui Province. "View details

Terminal information

[Shanghai: the peak power of solar photovoltaic installed by public institutions in the city will reach 50,000 kilowatts by 2023] the Shanghai Public institutions Energy Saving Joint Conference Office issued the "Shanghai Public institutions Green low carbon cycle Development Action Plan". By 2023, the total energy consumption of public institutions in the city will be controlled within 1.71 million tons of standard coal and carbon dioxide emissions within 3.2 million tons. The peak power of solar photovoltaic installation reaches 50,000 kilowatts. The energy consumption per unit building area, per capita comprehensive energy consumption and per capita water consumption will be reduced by 3%, 3.6% and 4.2% respectively compared with 2020, and carbon emissions per unit building area will be reduced by 4.2% compared with 2020.

[development and Reform Commission: speed up the construction of large-scale wind power photovoltaic base projects focusing on the desert Gobi desert region] Li Yunqing, director of the Economic Operation Regulation Bureau of the National Development and Reform Commission, said that it will give full play to the role of various power sources in protecting and supplying. On the basis of implementing the regulation and control of resources and consuming the market, we will speed up the construction of large-scale wind power photovoltaic base projects focusing on the desert Gobi desert region, and make every effort to enhance the supply guarantee capacity. To play the role of optimizing the allocation of Electroweb resources, it is necessary to guide users to avoid off-peak electricity in a market-oriented way.

[development and Reform Commission: automobile chip supply gradually increases car production continues to increase for four months] Yuan Da, director of the Comprehensive Department of the National Development and Reform Commission, said at a news conference on January 18 that the current high-quality coal production capacity has been released, prices have continued to fall, and the use of thermal coal inventory has been maintained at more than 20 days. The supply of car chips has gradually increased, and car production has continued to increase for four months.

[a brief Analysis of the production and Marketing of passenger cars in December 2021] according to the statistical analysis of the China Association of Automobile Manufacturers, in December 2021, the performance of the passenger car market was generally better than that of the previous month, with a rapid month-on-month growth and a slight increase over the same period last year. In December 2021, passenger cars were produced and sold 2.527 million and 2.422 million, up 13.2% and 10.5% month-on-month, and 8.4% and 2.0% over the same period last year. "View details

According to foreign media reports, as of January 16, due to chip shortages, the global automobile market has lost about 149200 vehicles this year due to chip shortages, according to foreign media reports. (AFS: cut production by 102000 vehicles worldwide due to lack of cores last week.) according to foreign media reports, according to data from auto industry data forecasting company AutoForecast Solutions ((hereinafter referred to as AFS). AFS has been keeping a close eye on the chip supply crisis since it emerged early last year. Last week, global chip shortages began to trigger new production disruptions at car factories in Europe, North and South America. "View details

[Ningde Times launches "EVOGO" Le Hang Power change adaptation 80% Model] Times Electric Service, a wholly owned subsidiary of Ningde Times, launched the replacement brand EVOGO, on January 18. Its battery will adopt the latest CTP technology of Ningde era, with a weight energy density of more than 160Whshock kg and a volume energy density of more than 325Whshock L. a single battery can provide a battery life of about 200km. And can adapt to 80% of the world has been listed and will be listed in the next 3 years of pure electric platform development models. The overall solution of this combination of power exchange has the characteristics of one electricity, more than one car, renting electricity on demand, rechargeable and exchangeable. According to Chen Weifeng, general manager of time Electric Service, the first batch of power changes will be launched in ten cities, and the first model will be a combined electric version of FAW Pentium NAT. "View details

2022 Why are power battery companies listed on the stock market? Power battery companies began to queue up for IPO. A few days ago, Citic Securities disclosed that it recently signed a listing counseling agreement with Honeycomb Energy, which has been listed in Jiangsu Securities Regulatory Bureau for the record. The two sides plan to complete the preparation of the listing application documents by March this year. According to the listing guidance report, the controlling shareholder of Honeycomb Energy is Baoding Ruimao Enterprise Management Consulting Co., Ltd. (hereinafter referred to as Baoding Ruimao), with a shareholding ratio of 39.4%. So far, the cumulative amount of public financing of Honeycomb Energy has exceeded 20 billion yuan. "View details