[SMM Today's News] Metal Gao Lun Aluminum has reached a new high in the past 14 years. The cost of lithium salt has soared. | A list of spot performance

Telah Terbit: Feb 22, 2022 13:44
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

Metal metal more downside Shanghai aluminum gains narrowed to 1.13% black obvious pullback [SMM midday review]

"View SMM Metal spot Historical Price

The situation in Russia and Ukraine raises supply concerns. Lunal has reached a new high in more than 13 years [SMM Review]

The crisis between Russia and Ukraine has once again raised concerns about the supply of primary aluminum overseas [SMM aluminum spot afternoon review]

"View spot quotation for SMM aluminum products

The conflict between Russia and Ukraine raises concerns about Lunni hitting a new high [SMM Express]

"View spot quotation for SMM Nickel products

Xiangtan Iron and Steel Co., Ltd. lowered the purchase quantity of manganese ball in February. [steel plant bidding-metal manganese ball]

To have lithium ore is to have "confidence"? The stock price of China Mineral Resources is at an all-time high. There is uncertainty in the Bikita lithium project.

The purchase cost of lithium salt skyrocketed! The cost proportion of lithium salt among the four positive electrodes in the past year has been revealed! [SMM analysis]

"check the spot quotation for SMM cobalt lithium products

"the epidemic situation in Guangxi affects the sustained strength of gallium prices [SMM Gallium Market follow-up report]

National Development and Reform Commission: coal mine resumes production after holidays to speed up the country's daily coal output to more than 12 million tons.

The information is constantly updated. Please refresh and check.

SMM Daily Review

"at the end of the most stringent production restriction period, the alumina market is skewed towards the buyer [SMM Daily Review]

The trading of stainless steel yesterday afternoon warmed up and waited for the opportunity to enter [Foshan stainless Steel Daily Review]

Weak Stability of Electrolytic Manganese under High-level non-negotiation and Multi-factors [SMM Daily Review]

The price of "42" silicon monthly sheet is strong in the silicon factory [SMM Daily Review]

The information is constantly updated. Please refresh and check.

Mr. SMM spot KuaiBao

The buying power is weak and trading in the foreign trade market continues to be light [SMM Yangshan Copper spot]

The spot price is reduced to a small discount from the concentrated spot of the smelter [SMM Shanghai Copper spot]

February 22nd copper spot discount in Shanghai market (fifth period) [SMM price]

Consumption in the lower reaches is poor and stocks are rising and rising water continues to fall [SMM South China Copper spot]

Consumption weak superposition of imported copper impact on rising water in North China continues to weaken [SMM North China Copper spot]

Feb.22nd Guangdong copper spot market price rises in various periods (the fourth period) [SMM price]

During the period, aluminum rose sharply in South China and weak in spot prices in South China [SMM South China Aluminum spot]

Recycled lead: lead Price shock strengthens spot Market transaction is relatively stable [SMM afternoon Review]

SMM Shanghai lead Market: lead Price fluctuates upstream spot Market maintains large discount Trading [SMM afternoon Review]

Lead market situation in "other regions" KuaiBao: lead prices slightly make up for the strong wait-and-see mood in the market [SMM lead afternoon Review]

Shanghai Zinc: general Market maintains rising Water after Zinc Price rebounds [SMM afternoon Review]

Tianjin Zinc: zinc prices rose slightly today and the spot market obviously weakened [SMM afternoon Review]

Guangdong zinc: market price Yilong spot discount narrowed [SMM afternoon review]

Ningbo Zinc: bilateral fluctuation of Zinc prices less transactions downstream [SMM afternoon Review]

The spot tin price has been quoted at a discount in the weak market [SMM afternoon review]

Shanghai Nickel Exploration touches 180000 spot Today there is almost no deal [SMM Nickel spot afternoon Review]

The information is constantly updated. Please refresh and check.

Industrial trends

There is a supply shortage of 79000 tons in the refined copper market of ICSG: in November 2021.

The global primary aluminum production of IAI: fell 4.5% to 5.513 million tons in January compared with the same period last year.

He is worried about being sanctioned by the US government. Rusal fell more than 20% in morning trading.

The annual global output of refined tin is about 4% higher than that of ITA:2022.

Indonesia ANTAM Nickel Iron smelter will be put into operation soon.

The only alternative import in the country! Batch stable supply of SUS630 stainless steel cold rolled sheet in Taiyuan Iron and Steel Co., Ltd.

In the era of Ningde, Zhongke Electric Co., Ltd. jointly built an integrated project with an annual output of 100000 tons of lithium anode materials.

The first stop at sea is Norway again! Chinese new energy car companies enter the European electric market

Do you have a down payment for those who want to buy a house to "run in"? How can I get to the future in black?

Strong demand leads to Shuangliang Energy Saving Last year net profit greatly increased large-size silicon wafers will usher in large-scale shipments in the second quarter

Excess capacity of lithium iron phosphate may appear next year. It is uncertain whether the Bikita lithium project of China Mineral Resources can get relevant approval / filing.

The information is constantly updated. Please refresh and check.

February 21 LME Metal inventory

LME copper inventory increases by 300t to 74375 t

LME aluminum inventory decreased by 5800 tons to 843475 tons

LME lead stocks decreased by 1100 tons to 46050 tons

LME zinc stock decreased by 425 tons to 147350 tons

LME tin inventory decreased by 10 tons to 2360 tons

LME nickel inventory decreased by 54 tons to 83274 tons

February 21 LME metal spot sticker water

LME0-3 copper liter water is 48 US dollars / ton.

LME0-3 aluminum liter 45.25 USD / ton

LME0-3 lead liter is US $8.25 / ton

LME0-3 zinc liter water is 24 US dollars / ton.

LME0-3 tin liter water is US $217 / ton.

LME0-3 nickel liter $522 / 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.

Untuk pertanyaan atau informasi lebih lanjut, silakan hubungi: lemonzhao@smm.cn
Untuk informasi lebih lanjut tentang cara mengakses laporan penelitian kami, hubungi:service.en@smm.cn
Berita Terkait
[SMM Analysis] Eropa Mencari Kemandirian Rantai Pasokan Litium, Namun Proyek-Proyeknya Menarik Investor Asia
12 menit yang lalu
[SMM Analysis] Eropa Mencari Kemandirian Rantai Pasokan Litium, Namun Proyek-Proyeknya Menarik Investor Asia
Baca Selengkapnya
[SMM Analysis] Eropa Mencari Kemandirian Rantai Pasokan Litium, Namun Proyek-Proyeknya Menarik Investor Asia
[SMM Analysis] Eropa Mencari Kemandirian Rantai Pasokan Litium, Namun Proyek-Proyeknya Menarik Investor Asia
12 menit yang lalu
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
1 jam yang lalu
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
Baca Selengkapnya
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
Menurut Red Metal Resources pada 3 September, proyek Farellon, bagian dari properti tembaga-emas-kobalt Carrizal milik perusahaan di dekat Vallenar, Chili, telah menyelesaikan pengiriman pertama bijih tembaga sulfida, menandai transisi proyek dari tahap pengembangan ke penjualan bijih aktual dan produksi skala kecil. Penyewa dan operator proyek, Minera KMT, mengangkut batch bijih pertama ke fasilitas pemrosesan Vallenar yang dioperasikan oleh perusahaan pertambangan milik negara Chili, ENAMI, pada 20 dan 21 Agustus. Tonggak ini tercapai hanya sekitar tiga bulan setelah para pihak menandatangani perjanjian pertambangan pada bulan Mei, sekitar empat bulan lebih cepat dari jadwal pengembangan awal tujuh bulan. Farellon adalah bagian penting dari properti tembaga-emas-kobalt Carrizal. Pengiriman bijih pertama diharapkan menghasilkan pendapatan royalti bagi Red Metal dan menjadi dasar untuk perluasan lebih lanjut aktivitas penambangan dan pemrosesan. Perusahaan belum mengungkapkan kadar kobalt spesifik, output kobalt, atau tingkat pemulihan untuk bijih yang dikirim. Namun, langkah proyek menuju produksi dan penjualan aktual merupakan perkembangan baru dalam jalur sumber daya kobalt Chili di luar Afrika.
1 jam yang lalu
[SMM Ringkasan Rapat Pagi Kobalt-Litium] Bahan Kimia Litium Konsolidasi dan Divergen, Tarik-Menarik Pasokan-Permintaan Rantai Industri Meningkat
1 jam yang lalu
[SMM Ringkasan Rapat Pagi Kobalt-Litium] Bahan Kimia Litium Konsolidasi dan Divergen, Tarik-Menarik Pasokan-Permintaan Rantai Industri Meningkat
Baca Selengkapnya
[SMM Ringkasan Rapat Pagi Kobalt-Litium] Bahan Kimia Litium Konsolidasi dan Divergen, Tarik-Menarik Pasokan-Permintaan Rantai Industri Meningkat
[SMM Ringkasan Rapat Pagi Kobalt-Litium] Bahan Kimia Litium Konsolidasi dan Divergen, Tarik-Menarik Pasokan-Permintaan Rantai Industri Meningkat
Rantai industri baterai litium melanjutkan tren divergennya minggu ini. Bijih litium spot kadar tinggi yang tersedia di pasar dan pengiriman bulan dekat tetap ketat, dengan lelang harga tinggi dan penimbunan oleh pedagang memperkuat dukungan di sisi pertambangan. Litium karbonat spot naik sebelum terkoreksi, dengan kontrak 2701 mundur dari di atas 160.000 yuan/mt ke sekitar 150.000 yuan/mt. Pasokan September diperkirakan naik sekitar 11% MoM, dengan pembelian saat harga turun oleh hilir aktif tetapi mengejar harga tinggi secara hati-hati. Perdagangan litium hidroksida tipis, dengan harga berada dalam kebuntuan di dekat 142.000 yuan/mt. Harga garam nikel dan prekursor katoda terner berada di bawah tekanan, dan jadwal produksi bahan katoda terner Tiongkok untuk September direvisi turun, meskipun pesanan nikel tinggi luar negeri tetap kuat. LFP didukung oleh kenaikan biaya bahan baku dan pesanan yang kuat, dengan harga rata-rata naik ke 58.355 yuan/mt; besi fosfat terus naik tipis. Pasokan anoda dan separator ketat, dengan biaya dan jadwal produksi musim puncak memberikan dukungan; harga elektrolit naik tipis karena biaya pelarut dan lainnya yang lebih tinggi. Katoda baterai ion natrium mengalami kekurangan pasokan, sementara karbon keras mencatat volume lebih tinggi dan harga lebih rendah. Rantai industri secara keseluruhan telah memasuki fase tarik-menarik antara realisasi permintaan musim puncak dan pelepasan kapasitas baru.
1 jam yang lalu