[SMM Today's News] Metal General fell, Shanghai Nickel fell by 8% | Lithium Carbonate business soared all the way | Summary of spot market performance

Telah Terbit: Jan 25, 2022 13:38
Sumber: SMM
SMM News Today: daily carefully selected macro, industry, spot market news, SMM first-hand research data and exclusive comments. The content of this article is scrolling updated, please refresh to see ~

Today's focus

The general decline in the metal market hit the limit of Shanghai Nickel and fell by more than 4% in Shanghai Tin [SMM afternoon Review]

"View SMM Metal spot Historical Price

The sharp rise and fall of nickel prices draws attention to the margin and handling fees of the transactions adjusted in the previous period [SMM analysis]

Margin, rise and fall and handling fees for nickel, tin and stainless steel futures adjusted in the previous period

"View SMM Nickel spot quotation

"Lithium carbonate business has soared all the way! The net profit of Jiangte Motor increased by more than 2343% in advance of 2021.

"View SMM Cobalt Lithium spot quotation

Top Ten events of domestic Molybdenum Industry in 2021 [SMM Analysis]

"FMG releases fourth quarter 2021 operation report [SMM concerns]

The State Council: to complete the ultra-low emission transformation of 530 million tons of iron and steel production capacity by 2025

The State Council: to strengthen work guidance for the "two high" projects with an annual comprehensive energy consumption of 50,000 tons of standard coal and above.

Henan Provincial Development and Reform Commission: circular on strengthening Energy consumption and Coal indicators to support the Construction of Major projects

The Ministry of Industry and Information Technology announced the list of regulated enterprises in the copper, aluminum, lead, zinc and magnesium industries (the second batch) and the standardized enterprises to be revoked.

Big new rules: the central bank issued the "measures for the Administration of acceptance, discount and rediscount of Commercial Bills of Exchange (draft for soliciting opinions)"!

Please refresh and view the information in the process of continuous update.

SMM Daily Review

Manganese price adjustment downward before 2000 [SMM Daily Review]

Stable Operation of Manganese Mine Market before Jie Jie [Daily Review of SMM Manganese Mine]

The pre-holiday shipping market price is chaotic and all parties are not willing to ship [SMM Silicon Manganese Daily Review]

Please refresh and view the information in the process of continuous update.

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Mr. SMM spot KuaiBao

In the current month, ticket demand weakens, rising water drops slightly [SMM Shanghai copper spot]

The price of copper is not active in receiving goods and the price of rising water falls on Synchronize [SMM North China Copper spot]

On January 25th, there is a discount on the rise of copper in Shanghai market (fifth period) [SMM price]

On January 25, the spot market of copper in Guangdong increased the price of each period of time (the fourth period) [SMM price]

Although the trading volume is light, the holder is willing to hand over the position rather than reduce the price for shipment [SMM South China Copper spot]

The accumulation of aluminum ingots before the festival is later than in previous years, the spot water in East China is still strong [Aluminium afternoon Review]

Trading in the South China Aluminum spot market is light on the long order settlement date [SMM South China Aluminum spot]

SMM January 25 Battery Market Express [SMM afternoon Review]

Recycled lead: logistics is about to be shut down. There are few quotations in the spot market [SMM afternoon Review]

"SMM Shanghai" lead market: lead futures high fall while spot market tends to have price but no market [SMM afternoon review]

Lead market situation in "other regions" KuaiBao: lead prices have fallen, market inquiries have been few, and few transactions have been made [SMM lead afternoon Review]

Tianjin Zinc: there is only a small amount of trading between traders in the market near the Spring Festival holiday [SMM afternoon Review]

Guangdong Zinc: trading between traders in the lower reaches of the state of holiday is mainly done [SMM afternoon Review]

Shanghai Zinc: poor deal Shengshui continues to weaken [SMM afternoon Review]

Ningbo Zinc: downstream demand shrinks and turnover is low [SMM afternoon Review]

The trend of Shanghai tin continues to probe into a small number of transactions in the spot market [SMM afternoon Review]

Short-term nickel fell 8 per cent to the limit of import nickel rising water slightly increased [SMM nickel spot afternoon review]

Short-term nickel limit SS contract fell nearly 6% of the spot market into the holiday [SMM stainless steel spot information]

The festive atmosphere aggravates the smooth operation of the domestic molybdenum market [SMM molybdenum spot KuaiBao]

Please refresh and view the information in the process of continuous update.

Industrial trends

Sibanye-Stillwater abandons the $1 billion deal between Brazil's Santa Rita nickel mine and Serrote copper mine.

Rio Tinto and Mongolia reach agreement on Oyu Tolgoi copper mine

Zinc inventory in Shanghai has increased by nearly 20%, falling to a new low of one and a half months.

Copper Harima acquires Henkel's tin solder business

The reduction of LME tin inventory by 25 tons in Singapore offsets the increase in the port of Klang.

Inventory continues to decline, the demon "nickel" Hengsheng stainless steel steel enterprises are afraid to fall into a cyclical trough.

Shanghai Nickel inventory has fallen to an all-time low after brushing its low for more than two years.

Shanghai Nickel has fallen sharply and the metal has been frustrated across the board.

"View the SMM nickel industry chain database

The demand is so hot that the production capacity reaches the limit. Ford suspends accepting orders for Maverick pick-up trucks.

Is the mass production of 4680 batteries finally on the agenda? It is expected to usher in the inflection point of large-scale application next year.

Can the main line of new energy return? The State Council's sudden release of the leading performance of the Lithium Mine has greatly exceeded expectations.

510 million! Zhongke Electric plans to build a production base of negative material powder with an annual output of 100000 tons.

"the net profit in the fourth quarter is ahead of the sum of the third quarter! 200 billion Lithium Mine leading share price once halved the performance of what is the success?

The trend of iron ore also depends on the downstream "face".

Yazhong Borosilicate products double the net profit of Zhengchuan shares and the track faces fierce competition

North rare earth: the rare earth oxide products sold by the company include a certain amount of products produced by external procurement and processing in addition to its own output.

[1.25 Lithium Express] State Council: by 2025, the total sales of new energy vehicles will reach about 20%. Zijin Mining layout Congo (Gold) Lithium Mine Project

Please refresh and view the information in the process of continuous update.

January 24 LME Metal inventory

LME copper inventory decreased by 2200 tons to 97575 tons

LME aluminum inventory decreased by 6150 tons to 859800 tons

LME lead stocks reduced by 125t to 53700 t

LME zinc stock decreased by 5150 tons to 162500 tons

LME tin inventory decreased by 25 tons to 2175 tons

LME nickel inventory decreased by 378t to 93102 t

LME metal spot sticker on January 24th

LME0-3 copper liter is 35 US dollars / ton.

LME0-3 aluminum liter $13.50 / ton

LME0-3 lead liter is 10.75USD / ton.

LME0-3 zinc liter water $32 / ton

LME0-3 tin liter water is US $436 / ton.

LME0-3 nickel liter: us $273 / ton

Pernyataan Sumber Data: Kecuali informasi yang tersedia untuk publik, semua data lainnya diproses oleh SMM berdasarkan informasi publik, komunikasi pasar, dan mengandalkan model database internal SMM. Hanya untuk referensi dan tidak menjadi rekomendasi pengambilan keputusan.

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