[SMM Energy Flash] Dongfang avança nos projetos de energia de Batam enquanto Tanjung Sauh se aproxima do comissionamento

[SMM Shanghai Spot Copper] Looking ahead to tomorrow, the intraday SHFE copper intermonth backwardation spread remains at a relatively high level of 570-600 yuan/mt. Coupled with persistently tight availability of cargoes in the Shanghai market, this provides strong support to spot premiums. According to SMM's market communication, mainstream quotations for standard-quality copper with next-month invoices are largely maintained at premiums of 550 yuan/mt or above, with suppliers showing limited willingness to sell at low prices and still-strong sentiment to hold prices firm. However, as spot premiums have climbed to high levels, downstream enterprises' acceptance of current quotations has weakened markedly. Some enterprises have chosen to postpone purchases and wait for premiums to pull back before restocking, while actual intraday transactions remain mainly driven by rigid demand. Meanwhile, as the market enters September, a new procurement cycle is about to start, and some downstream enterprises and traders have restocking demand, which may provide some support to the lower end of spot premiums. Overall, supported by elevated backwardation spreads and tight availability of cargoes, Shanghai spot copper quotes against the SHFE copper 2609 contract are expected to remain at high premiums tomorrow. However, the dampening effect of high premiums on downstream purchases is gradually strengthening, so room for further rapid rises in premiums may be limited and premiums are likely to consolidate at highs.

A reguladora indonésia de petróleo e gás upstream, SKK Migas, vê oportunidades para novos investidores reativarem áreas de trabalho de petróleo e gás ociosas no sul de Sumatra, enquanto o governo busca trazer ativos upstream subutilizados de volta ao desenvolvimento e apoiar a produção nacional.

[Guangdong: centro de preços do zinco recua, estoques caem e prêmios à vista sobem] Em Guangdong, o zinco 0# de referência foi negociado a 26.060–26.335 yuans/t. As marcas de referência foram cotadas com descontos de 120–60 yuans/t em relação ao contrato 2610 e com prêmio de 15 yuans/t em relação ao zinco à vista de Xangai. O diferencial de preços Xangai–Guangdong se ampliou......