Minutes of SMM Bronze Morning meeting: real-time refresh, please follow!
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SMM Aluminium Morning meeting minutes: real-time refresh, please follow!
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Minutes of SMM lead morning meeting: real-time refresh, please follow!
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Summary of SMM Zinc Morning meeting: real-time refresh, please follow!
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SMM Tin Morning News: fundamentals, warehouse receipt inventory increased slightly, the spot market quotes are active but shipments are not as expected, the market appears discounted shipments, but the overall performance is still poor. On the market trend, Shanghai and tin still maintained a high horizontal trend last night, and the range of intraday price fluctuations narrowed. The slowdown in the movement of funds in and out reflects the intention of both sides to stay on the sidelines. To sum up, the fundamental supply and demand situation has not changed significantly in the short term.
"tin price high horizontal trading volatility narrowed down capital action slowed to wait and see [SMM Tin Morning News]
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SMM Nickel Morning meeting minutes: real-time refresh, please follow!
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SMM steel morning meeting minutes: yesterday even iron concussion downward, the final closing price of the main contract 684.5, down 0.07% throughout the day. The price quoted in the port spot market in early trading is 10-20 yuan / ton higher than that of the previous day. Some traders hesitate to sell, and the steel mills wait and see. The atmosphere of spot transaction at the port is deserted. The transaction price of super powder in Shandong area was 520-540 yuan / ton, down 0-10 yuan / ton compared with the previous day. The transaction price of PB powder in Tangshan area was 880 yuan / ton, up 30 yuan / ton from the previous day.
"the scope of the first round of coke increase expands, steel demand recovers steadily [minutes of SMM Iron and Steel Morning meeting]
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On the dollar side: the dollar fell slightly on Tuesday, with the evolution of the situation in Ukraine causing the dollar to fluctuate in intraday trading. By the end of the day, the dollar was down 0.01% at 96.09%.
Crude oil: oil prices approached $100 a barrel on Tuesday, mainly due to geopolitical tensions in Russia and Ukraine, and crude oil futures closed at near 2014 highs. Buyou Meiyou both closed up more than 1%.
Metal futures: overnight outer plate metal floating red, Lun copper only floating green, closing down 0.188%. Aluminum and nickel prices hit multi-year highs on Tuesday as the risk of supply disruption in Russia increased. Among the outer plate metals, Lun Zinc is far ahead with an increase of 1.18%. Shanghai Zinc followed the outer disk Synchronize upstream, closing up 1.05 per cent. Overnight, Shanghai aluminum, Shanghai tin and Shanghai nickel are all floating green. Among them, the night market of Shanghai Nickel, which had a strong performance during the day, fell back quickly, and finally closed down 1.17%.
Overnight black is "completely wiped out", with a green cloud covering the top. Hot coil, thread, stainless steel fell more than 1%, iron ore fell more than 2.65%. Shuangjiao is red, coking coal is up 0.72% and coke is up 0.88%. "View details
Precious metals: COMEX gold futures rose slightly on Tuesday, driven by safe-haven demand, while investors are closely watching the situation in Russia and Ukraine.
In terms of U. S. stocks, U. S. stocks closed lower on Tuesday, with the Dow recording its fourth straight session of decline. Investors are concerned about the sharply worsening tensions between Russia and Ukraine and their impact on the outlook for the Fed's monetary policy. By the close, the Dow was down 482.57 points, or 1.42%, at 33596.61; the Nasdaq was down 166.55, or 1.23%, at 13381.52; and the S & P 500 was down 44.11, or 1.01%, at 4304.76.
The overnight closing trend until around 6:22
February 22nd LME basic metal warehouse total inventory (in tons)
February 22nd LME basic Metals Registration and cancellation Warehouse receipt list (in tons)
[SMM analysis: why electrolytic copper consumption in Guangdong fell instead of increasing in late February] time flies. Seven days have passed and Yuanxiao should have entered the peak consumption season, but this situation did not happen in 22 years. Instead, a number of copper processing enterprises stopped production and overhauled early. The specific data can also be seen from the chart below. "
[SMM Express Review: the situation in Russia and Ukraine raises supply concerns that Lun Aluminum has hit a 13-year high] affected by geopolitical tensions in Russia and Ukraine, aluminum futures in and out of the market soared this morning, with Lun Aluminum hitting a 13-year high of US $3350 / ton, Shanghai Aluminum weighted to increase its position to more than 20, 000 hands, and the main contract standing at 23000 yuan / ton again. "check the details.
[SMM News: how long can tin prices be "expensive" under the recovery of VS supply and demand in Lunxi Brush Xingao smelter? Tin is the most precious thing. Looking back at the trend of tin in recent years, it can be said that you have a clear view of the small mountains around you. Today, Lunxi broke through the high again, hitting an intraday high of US $44525 per tonne, up 0.63 per cent as of around 17:08. Is it true that the price of tin is as high as its name? Is it "rare"? "View details
[SMM News: Russian-Ukrainian conflict raises concerns about Lunni hitting a new high] throughout the recent metal market, the performance of future nickel is particularly outstanding. Shanghai Nickel "five consecutive gains", Lunni today hit a new high and "six consecutive rises." The conflict between Russia and Ukraine is an important chord that affects the sensitive nerves of nickel in the future. Russia, as a source of Russian nickel, is worried that the market may affect Russian nickel imports. By the day's close, Shanghai Nickel was up 0.75% at 179620 yuan / ton, while Lunni was up 1.65% at US $24750 / tonne as of 17:50 on February 22nd. "check the details.
[SMM focuses on: global flow of Russian nickel you have to know when sanctions are possible] according to SMM data, Russian nickel production has been mostly stable in recent years, basically maintained at about 210000 tons, with only 21 years of production reduction. According to the financial report, its planned pure nickel production in 2022 is about 210000 tons. According to SMM data, China imported about 40, 000 tons of refined nickel from Russia in 2021, accounting for nearly 20% of the total imports, while Russian nickel accounted for 40% of imports in 2020 and about 37% in 2019. And according to SMM, Russian nickel exports to Europe accounted for about 34% in 2019 and to Europe in 2020. "check the details.
SMM analysis: 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! Since the fourth quarter of 2020, the market demand for new energy vehicles and energy storage has broken out, and the market demand for raw materials related to the lithium industry chain has increased significantly, and lithium carbonate, as one of the key main materials in lithium-ion batteries, has also been greatly affected. According to SMM, the national demand for lithium carbonate reached 350000 tons in 2021, an increase of more than 60 per cent compared with the same period in 2020. "View details
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SMM sudden concern: if stove shuts down again! Does it have an impact on the future trend of stainless steel? According to SMM research, Dainan's medium frequency furnaces were again told to shut down before March 25. Dainan's current average monthly output of medium frequency furnaces is about 30, 000 tons. It is reported that a batch of medium frequency furnaces have been shut down before, and the remaining 5-6 enterprises' intermediate frequency furnaces have also been told to stop production. Dainan Central Frequency needs to be completely shut down or not temporarily shut down due to environmental policy reasons. "check the details.
[Foshan stainless Steel Daily Review: trading of stainless steel warmed up yesterday afternoon and waited for the opportunity to enter] on February 22nd, spot prices of all departments in Foshan market were basically the same. Yesterday afternoon, there was a slight increase of about 100 yuan / ton. In recent days, trading fluctuated. Traders mainly focused on transaction pricing. Yesterday afternoon, transactions picked up slightly, and prices basically stabilized. According to SMM research, downstream processing plants and terminals have not yet fully resumed work. There are still cases where people are not here, so although the market has fallen somewhat recently. "check the details
[SMM Daily Review: the price of chromite and coke is strong and the cost supports the standing price of ferrochrome manufacturers] February 22nd Inner Mongolia high-carbon ferrochromium quoted price of 8500-8700 yuan / 50 base tons, the same as the previous trading day; The price of chromium ore remains high, miners continue to be bullish on the future of chromium mine, and it is difficult to make a deal at a low price. Coke is expected to rise in the near future as the demand for the resumption of production of the northern carbon steel plant turns warmer, and the production cost of ferrochromium is expected to continue to rise. the price-raising mentality of the iron mill continues, coupled with the steel moves near the end of the month, the recent market turnover is light, waiting for the steel to be recruited into the market. "View details
[SMM electric furnace operating rate: steel enterprises resume production this week.] according to SMM's survey of 34 independent electric arc furnace steel mills producing building materials, the operating rate was 59.6%, up 41.6% from last week, 83.5% in the third week after the Spring Festival in 2021, and 24 percentage points lower than the same period in the lunar calendar, a drop of 29%. "View details
[SMM Coke spot Daily Review: the scope of the first round of coke increases has been gradually expanded] on the whole, the scope of the first round of coke increases has been gradually expanded, due to increased demand from steel mills, a change in purchasing mentality, good development of coke supply and demand, and a stable and strong operation of the coke market in the short term. "check the details.
[SMM Manganese Mine Daily Review: manganese ore rising momentum does not reduce the price mentality is obvious] according to SMM, the current manganese ore market remains the same, the quotation continues to rise, Gabon's post-festival performance is particularly strong, the market quotation is basically the same as the Australian mine, but the transaction is not known yet, so the manganese ore price is basically the same today. From the demand side, the short-term stock of silicon and manganese factories has been basically completed, and although terminal production has recovered slightly, there is a trend to continue to limit production at the beginning of March, and the release of demand is not obvious, but the market is more optimistic about the market after mid-March. Therefore, the price of manganese ore is unlikely to fall. "check the details.
[SMM Silicon and Manganese Daily Review: Silicon and manganese prices are chaotic and low-priced supply is difficult to find.] on February 22nd, 6517 (cash) of silicon and manganese in the northern market was 7950-8200 yuan / ton, and 6517 (cash) of silicon and manganese in the southern market was 8000-8300 yuan / ton. According to SMM understanding, terminal demand slightly released, Si-mn inquiry increased, the market mentality slightly relaxed, today's quotation slightly improved, the specific transaction has not yet been implemented. At present, the market price performance is slightly chaotic, the overall market low price is difficult to find, but the high price transaction is not easy, the market game mentality is obvious, waiting for steel moves to guide the price. "check the details.
[SMM Daily Review: electrolytic manganese is weak and stable under high non-negotiation factors] the mindset of manufacturers on Monday is obvious, and the overall transaction psychological price does not want to be lower than 40,000 yuan / ton mark, although steel mills at home and abroad have rigid demand for manganese raw materials to replace manganese iron and silicon manganese in late February, short-term purchasers see more trends in weak electrolytic manganese at present, and the manganese market has dropped its quotation today, and the trading range has changed in the future. "check the details.
[SMM Daily Review: 42Si monthly quotation is firm] the price of metal silicon rose sharply on February 22nd. The price of 42Si used in East China is 22500-22700 yuan / ton. Recently, organic silicon monomer factories have started to ask for bids one after another, among which 42Si quotes of Sichuan Silicon Plant are higher than those of other regions in 23500-24000 yuan / ton, which is 1500-2000 yuan / ton higher than the monthly order of 22000 yuan / ton before the Spring Festival. Sichuan Silicon Factory is determined to report an increase mainly because of a substantial increase in costs. "check the details.
[SMM gallium market follow-up report: the epidemic situation in Guangxi affects gallium prices remain strong] due to the sudden epidemic in Baise, Guangxi during the Spring Festival, in order to prevent and control the need, after the Spring Festival, Baise in Guangxi has been implementing strict epidemic prevention management, personnel entry and exit and transportation are subject to strict control. Therefore, it has an impact on some gallium production enterprises and logistics enterprises in Guangxi. According to information learned by SMM, as Guangxi has always been a concentration of gallium production, including Chinalco and Xiaoyi Xing'an and other manufacturers have grown in Guangxi. "check the details.
[SMM Daily Review: rare earth mainstream quotations are stable, there is a strong wait-and-see mood in the market] rare earth mainstream oxides and metals steadily rise, praseodymium and neodymium oxide mainstream market turnover is at 110-1.11 million yuan / ton today, the transaction price is slightly higher than yesterday. Terbium oxide mainstream reported to 1520-15.4 million yuan / ton, dysprosium oxide mainstream reported to 314-3.16 million yuan / ton, slightly higher than yesterday, holmium oxide mainstream price increased to 195-1.97 million yuan / ton, the market order is active. "check the details.
[ICSG: refined copper market has a supply shortage of 79000 tons in November 2021] the global refined copper market has a supply shortage of 79000 tons in November and 34000 tons in October, according to a monthly report released by (ICSG), an international copper research group, on Monday. ICSG said there was a shortfall of 339000 tonnes in the copper market from January to November last year, compared with a shortfall of 487000 tonnes in the same period in 2020. In November, global refined copper production was 2.073 million tons and consumption was 2.152 million tons. "View details
[bank of America: there will be a supply shortage in the copper market this year] Bank of America Global Research (BofA Global Research) said on Tuesday that it expects a supply shortage in the copper market this year and a projected oversupply in 2023 and 2024. The bank noted that it expects another shortage in the global copper market in 2025.
[recycled copper] recently, there is a strong wait-and-see mood in the recycled copper market, and recycled copper traders are trying their best to clear inventory. according to SMM survey, the trade volume of recycled copper in East China Nonferrous Metal City in Linyi set a new record in a week from February 14 to February 20, with a throughput of nearly 33,000 tons, of which shipments and receipts are expected to account for 60%, 70% and 30%, respectively.
[IAI: global primary aluminum production fell 4.5 per cent year-on-year to 5.513 million tons in January from a year earlier] global primary aluminum production fell 4.5 per cent to 5.513 million tons in January from a year earlier, according to the International Aluminum Association's (IAI) website on February 21st. The association estimates that China's primary aluminium production fell to 3.1 million tons in January from 3.36 million tons in the same period in 2020. "View details
[Hydro Albras Aluminum Plant is expected to resume normal operations in the fourth quarter] Hydro announced on February 21 that Brazil's Albras Aluminum Plant, which had stopped production due to internal power distribution failures, was currently investigating the cause of the accident and had begun preparations for repair and restart of the production line. It is expected to restart the first batch of electrolytic cells at the beginning of the second quarter and resume normal operation in the fourth quarter of 2022. On February 19th, Brazil's Albras aluminum plant shut down one of its production lines due to an internal power distribution failure, accounting for 25 per cent of its capacity. The Albras aluminum plant has an annual capacity of 460000 tons and the closed production line has an annual capacity of 110000 tons of liquid aluminum. The other three production lines are not affected and are currently in normal operation.
[sudden] on February 22, 2022, the incident between Russia and Ukraine escalated again. Shanghai Aluminum opened up more than 2% in early trading, Shanghai Aluminum weighted increased its positions by more than 20, 000 hands, and the main contract stood at 23000 yuan / ton again, due to market fears that Russia would be subject to European and US sanctions. the country's electrolytic aluminum may have an impact on overseas supply. In addition, affected by the Russia-Ukraine incident, overnight aluminum prices reached a new high since 2008, reaching a high of 3339.5 US dollars per tonne. During the same period, overseas crude oil and natural gas prices rose in a homeopathic manner, driving up the cost of overseas primary aluminum to a certain extent.
[Dongyang Group Dongyang Base Aluminum Electrolytic Capacitor Project officially started] February 21, Dongyang City 2022 to expand the effective investment of major projects concentrated construction activities and Dongyang Aluminum Electrolytic Capacitor Project launching ceremony was solemnly held at the Dongyang base capacitor project site of Dongyang Group. Mr. Zhang Yushuai, Chairman of East Sunshine Group, delivered a speech. He said that the construction of the project also marks the official start of Dongyang Base, the seventh largest base of East Sunshine Group. Relying on the solid accumulation and complete industrial chain advantages of years of deep cultivation in the electronic new materials industry, Dongyang Group will build Dongyang base into an automatic, intelligent, information-based and lean industry benchmark for domestic electronic new materials.
[Jinhui shares: will be listed on the Shanghai Stock Exchange on February 22, IPO to raise about 1.058 billion yuan] Jinhui shares disclosed the listing notice on the evening of February 20, and the company's shares will be listed on the Shanghai Stock Exchange on February 22, 2022. The stock is referred to as Jinhui shares for short. The stock symbol is 603132. The number of shares in this public offering is 98 million shares. The total share capital after this public offering is 978 million shares. The total amount of funds raised in this issue is about 1.058 billion yuan. Jinhui shares are mainly engaged in the mining, separation and trade of non-ferrous metals, and its main products include zinc concentrate, lead concentrate (containing silver), etc., and deeply plough the Guojiagou lead-zinc mine in Huixian County and the lead-zinc deposit in the eastern part of the north ore belt of the Guojiagou mining area in Huixian County. The funds raised by the company's IPO mainly focus on its existing lead and zinc core business, focusing on the intelligent upgrading of green mines.
[Lun zinc stocks fell to a 19-month low and Shanghai zinc stocks increased by more than 10%] data released by the London Metal Exchange ((LME)) show that LME zinc stocks continued to decline in the last week. Lunn zinc stocks entered the downward channel again after rising to a two-and-a-half-month high of 209175 tons on December 14 last year. At present, there is no stop downward trend, with the latest inventory level at 147350 tons, falling to a 19-month low. Data released last week showed that Shanghai zinc inventories continued to pick up sharply in the week of February 18, with weekly inventories rising 14.16% to 166364 tons, the highest level in nearly two years. "View details
[Tongguan Chizhou's annual zinc product volume increased by 10.4% compared with the same period last year, the future production capacity will continue to expand] in 2021, Chizhou Company overcame the difficulties and rose to the market by ensuring quality, quantity and price. The volume of zinc products for the whole year increased by 10.4% compared with the same period last year, and the output indicators of the products reached the best level in history, effectively ensuring the market demand. According to the company's "14th five-year Plan" development plan, the total production capacity of "Copper Crown" zinc alloy will continue to expand. "View details
[global tin production increases due to rebound in consumer demand in 2021] Global tin mountain production will be 300000 tons in 2021, up 14% from 264000 tons in 2020. This is the preliminary data released by the US Geological Survey, which also said that the average annual price of LME refined tin is expected to be 1500 cents per pound in 2021, up 93 per cent from 2020. Transport bottlenecks, the reintroduction of COVID-19 blockade restrictions, and supply constraints due to rising demand for electronics and consumer goods are the main reasons for the near doubling of refined tin prices in 2021. "View details
[ITA: global refined tin production increased by about 4 per cent in 2022] in 2021, global refined tin production rebounded from the lows caused by the epidemic, and most of the world's smelters had a relatively "normal" year. MSC is subject to strict epidemic control by the Malaysian government, and its production has dropped sharply compared with 2020. Overall, global refined tin production is estimated to reach 378400 tons, up 11% from 339400 tons last year. "View details
[INSG: December global nickel market oversupply 6500 tons] the global nickel market oversupplied 6500 tons in December 2021, compared with a shortage of 3700 tons last month, according to data released by the International Nickel Research Group on Monday. The global nickel market had a supply shortage of 154400 tons last year and a surplus of 103900 tons in 2020. "View details
In early 2022, Indonesian national mining holding company Mind ID signed a memorandum of understanding with Guodian to power the nickel-iron smelter of ANTAM Co., Ltd. "View details
[SMM News: today, lithium carbonate rose another 10, 000 yuan and exceeded 450000 yuan. The average price of lithium metal jumped 60, 000 yuan for four days in a row. According to the spot quotation of SMM, the spot price of domestic battery-grade lithium carbonate rose to 45.4-462000 yuan / ton on February 22nd, with an average price of 458000 yuan / ton, up 10, 000 yuan from yesterday. Battery-grade lithium hydroxide is not willing to lag behind, and the quotation continues to rise recently. As of Feb. 22, the spot quotation of domestic battery-grade lithium hydroxide rose to 39.2-401000 yuan / ton, with an average price of 396500 yuan / ton, up 12000 yuan from the previous trading day. At the same time, the price of lithium metal has also been rising recently. The spot price of lithium metal averaged 2.41 million yuan per ton on February 22nd, which was its fourth consecutive trading day jump of 60, 000 yuan. "View details
[SMM News: if you have lithium ore, you have "confidence"? China Mineral Resources shares hit an all-time high Bikita lithium project uncertainty] on the evening of February 21, China Mineral Resources issued an announcement of abnormal stock price fluctuations in response to the company's three consecutive trading days (February 17, 18, 21) where the cumulative deviation from the closing price was more than 20%. The announcement shows that everything in the company's operation is normal, and there is no information that should be disclosed but not disclosed. However, despite the announcement of share price changes, the share price of China Mineral Resources continued to rise after the opening of trading today, hitting an all-time high of 99.36 yuan per share at one point in intraday trading. "View details
In order to implement the deployment requirements of the executive meeting of the State Council on maintaining normal coal production, the National Development and Reform Commission has recently strengthened overall dispatching and, in conjunction with relevant parties, actively promoted major coal-producing provinces and regions and key coal enterprises to increase coal production on the premise of ensuring safety. According to dispatching data, on February 20, the country's coal output was 12.18 million tons, which has returned to the average daily output level in the fourth quarter of last year. "View details
[Li Xinchuang of the Metallurgical Planning Institute: the regulation and control policy of crude steel production may be continued this year.] Li Xinchuang, secretary of the Party Committee of the Metallurgical Industry Planning and Research Institute and vice president of the China Iron and Steel Industry Association, said that judging from the recent reflection in the industry, the crude steel output regulation policy in 2022 will continue, but the specific regulation principles, regions, quantity and progress are still under in-depth study.
[SMM Express] after the early inventory consumption, some downstream coke enterprises began to purchase small orders of low-inventory coal, coal mine shipments improved, while some bidding resource prices rebounded, market sentiment boosted, in addition to gas coal and lean coal continue to be weak, other coal mines more feedback shipments for the better.
[Zhejiang Yongjin year pre-realized annual processing of 220000 tons of precision stainless steel plate and strip] on the morning of February 19, Zhejiang Yongjin year's processing of 220000 tons of precision stainless steel plate and strip as one of the key projects to resume work, the project plans to invest 1.229 billion yuan, including: new production workshop, air pressure station, hydrogen station, water pump room, sewage treatment station, 35kV substation, office building, dormitory, reception room, covering an area of 66655 square meters. The construction area is 85828 square meters.
The ex-factory price of industrial silver nitrate is 3210-3320 yuan / kg. According to SMM research, the current silver nitrate market demand is 2500-3500 tons / year, excluding downstream manufacturers self-production and sales, including silver nitrate import and export quantity, the domestic silver nitrate market is still mainly for domestic production and sales, import and export quantity is relatively small (21 years only March, June, July, December exports reached tonnage, the rest of the exports are kilograms). Today, the average spot price of SMM1# silver is 4886 yuan / kg, up 37 yuan / kg from yesterday, up 0.76%, driving the price of silver nitrate up 20-55 yuan / kg.
[Yunnan Development and Reform Commission issued a reply on the approval of 100000 tons / year underground mining project of Taniji Iron Mine in Yuanjiang County, Yunnan Province] in order to reasonably develop iron ore resources in Yuanjiang County, turn resource advantages into economic advantages, and promote local economic development, in accordance with the Administrative license Law and the regulations on the approval and filing of Enterprise Investment projects, Agreed to build Yunnan Jibao Trading Co., Ltd. in Yuanjiang County, Yunnan Province, Taniji Iron Mine 100000 tons / year underground mining project. The construction content mainly includes underground mining system (development, transportation, etc.), mining auxiliary facilities (ventilation, air supply, water supply, power supply, drainage, surface industrial site, etc.). "View details
[strong demand leads to a big increase in net profit of Shuangliang energy conservation last year. Large-size silicon wafers will be shipped on a large scale in the second quarter. 2021 is the first year of China's "carbon peak carbon neutralization". Driven by the "double carbon" policy, Shuangliang Energy Saving (600481.SH) ushered in a big increase in performance. At present, the company's main business line of energy-saving and water-saving products, polysilicon reduction furnace and large-size silicon wafers have achieved great development in 2021. "View details
[Kunming heavy snow a number of high-speed closed metal silicon transport was temporarily blocked] February 22, a number of roads and high-speed roads in Kunming were temporarily closed under the influence of low temperature, rain and snow weather. Kunming is the main spot trading place for metal silicon in Yunnan. According to SMM, affected by rain and snow, the transportation of metal and silicon near Kunming has temporarily stagnated today, and normal traffic is expected to resume in Ming and the day after tomorrow, which has little impact on the metal silicon market as a whole.
[industrial silicon futures online countdown middle and downstream manufacturers are expected to benefit] industrial silicon, polysilicon futures accelerated listing of the news attracted market attention. A reporter from the Financial Associated Press learned from a number of people in the industry that this move is expected to enhance the international voice of the silicon industry and help alleviate the serious imbalance in industrial development, and relatively weak mid-and downstream manufacturers will have more means to cope with raw material price fluctuations. "View details
[at least 59 people were killed in an explosion at a gold mine in Burkina Faso] at least 59 people were killed in an explosion at a gold mine in Burkina Faso on the 21st, state television reported.
[high-quality zircon production and sales growth in the fourth quarter of 2021 Synchronize strong PYX performance] according to news on February 22, PYX had a strong performance in the fourth quarter of this year, due to increased production of high-quality zircons, increased sales and rising prices. In the fourth quarter of 2021, PYX produced 2192 tons of high-quality zircons and sold 2105 tons of high-quality zircons, resulting in a 33 per cent year-on-year increase in production and 13 per cent in sales. In the 12 months to December 31, zircon sales increased by 2 per cent to 6855 tons and production increased by 10 per cent to 7233 tons. "View details
[SMM Molybdenum Express] according to SMM. According to data released by the Japan Iron and Steel Union, Japan exported 2.814 million tons of steel in December 2021, an increase of 10.0% over the same period last year, the eighth consecutive month of year-on-year growth. Among them, the export volume of ordinary steel was 1.832 million tons, an increase of 12.4% over the same period last year.
Terminal information
Security will be more secure! The Ministry of Industry and Information Technology openly solicited opinions on the mandatory national standards for batteries for electric bicycles] on February 21, the Ministry of Industry and Information Technology openly solicited opinions on the mandatory national standard formulation project of the "Safety requirements for Lithium Ion batteries for Electric bicycles". The deadline for soliciting opinions is March 19, 2022. "View details
[Shandong new energy storage construction speed up again and break through new energy storage peak shaving projects such as lithium battery, compressed air, liquid flow battery] Shandong Energy Bureau issued the notice on carrying out the collection of 2022 energy storage demonstration project storehouse. The collection scope of 2022 energy storage demonstration project library will be expanded, extended and expanded on the basis of 2021. It covers lithium battery, compressed air, liquid flow battery, coal heat storage, hydrogen production and hydrogen storage and other new energy storage and peak shaving projects, a total of 6 categories. Among them, the lithium battery energy storage and peak shaving project, with lithium battery as the main energy storage component, the project access voltage level is 110 kV and above, the power is not less than 50,000 kilowatts, the continuous charging time is not less than 2 hours, and the AC side efficiency is not less than 85%. Shandong strives to achieve about 5 million kilowatts of energy storage facilities by 2025. "View details
[the recovery price of power battery is more expensive than that of new goods recycling enterprises.] according to national regulations, if the capacity of power battery decays to less than 80% of the rated capacity, it will face decommissioning and forced recycling. At a waste battery recycling plant in Longnan, Ganzhou, Jiangxi Province, a person in charge told reporters that the recycling price of decommissioned power batteries is mainly related to the content of valuable metals in batteries, such as nickel, cobalt, manganese, lithium, and so on, which are basically recovered at a discount at the market price. but at present, there has been an upside-down phenomenon with a discount coefficient of more than 100%. At the lowest point last year, the price of recycling compared with new goods was only 60%. Now the discount coefficient has basically doubled, and 120% have dared to shout. Some waste battery suppliers said that the recycling price of power batteries has risen too fast and has exceeded expectations. In this case, recycling enterprises are to increase the price to buy, for fear of buying late and then raise the price.
[SAIC and Qingshan deepen strategic cooperation] on February 21, SAIC and Qingshan held a meeting and a brief ceremony to congratulate the two sides on the deepening of strategic cooperation. The two sides will further give full play to their industrial advantages in the field of new energy vehicles and, with capital as a link, cooperate to develop new energy upstream nickel, cobalt, lithium, manganese and other related resource projects on a global scale, coordinate to promote the development of new energy battery technology and application market, and work together to promote the high-quality development of China's new energy industry. "View details
According to foreign media reports, Tesla has decided to postpone the planned expansion of the German super factory. According to foreign media reports, Tesla has decided to postpone the expansion of the German super factory. Tesla's plan to build a second similar superfactory outside Berlin has been postponed indefinitely, the insider said. Tesla CEO Elon Musk wants the company to focus on starting battery production and increase car production to the planned 500000. It is reported that Tesla is currently only the stamping workshop is being expanded. "View details
The first stop at sea is Norway again! Chinese new energy car companies enter the European electric market] Lantu Automobile announced that the company has signed an agreement with China Dongfeng Automobile Industry Import and Export Co., Ltd. to formally enter the European market. Lantu FREE will be officially unveiled in Norway in June this year and will be delivered to Norwegian users in the fourth quarter. "View details
![[SMM Revisión semanal del mercado de celdas de baterías de almacenamiento de energía 9.3] La escasez de láminas de cobre limita los programas de producción de septiembre, los precios de las celdas de baterías de almacenamiento de energía se mantienen firmes](https://imgqn.smm.cn/usercenter/tKgKv20251217171725.png)
![Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]](https://imgqn.smm.cn/usercenter/PPLUj20251217171727.jpg)
