Fundição do Nordeste da China interrompe produção de chumbo secundário por escassez de matéria-prima

South Korean media reported on November 3 that the fire at Korea Zinc’s Onsan smelter had been fully extinguished at 3:06 pm on November 2, with no casualties or leakage of hazardous chemicals. The fire occurred at No. 2 plant, which had already been shut for planned maintenance. The affected unit reprocesses zinc and lead smelting residues to recover valuable metals and is not part of the main zinc production line. The cause and extent of the damage remain under investigation, while no production loss or restart schedule has been disclosed. Korea Zinc produced approximately 600,000 tonnes of zinc in 2025. As no damage to the main production line has been confirmed, the direct impact on zinc metal supply currently appears limited. However, damage to the residue retreatment unit could affect by-product recovery and intermediate-material flows, and any extension of the maintenance period remains a key factor to monitor.

[SMM Analysis: SHFE Lead Drops 2.12% on Bearish Sentiment; Spot Market Resists with Low Inventory Support？] SMM, 3 de novembro: Os preços do chumbo caíram acentuadamente hoje. Até o fechamento das 15h, o contrato mais negociado de chumbo da SHFE 2612 fechou a 15.765 yuans/t, queda de 345 yuans/t, ou 2,12%, após atingir uma mínima intradiária de 15.760 yuans/t, o nível mais baixo em quase três meses.

[SMM Analysis] SHFE Lead Falls Over 2% on Added Shorts: Can Spot Holdback and Low Inventory Provide Support? SMM, November 3: Lead prices fell sharply today. As of the 15:00 close, the most-traded SHFE lead 2612 contract settled at 15,765 yuan/mt, down 345 yuan/mt, or 2.12%, after hitting an intraday low of 15,760 yuan/mt, the lowest level in nearly three months......