Запасы цинка на LME растут, но бэквордация расширяется, что указывает на структурные риски

Indium Corporation will present its DFLT bismuth-free, indium-containing low-temperature solder for large BGA assemblies at IMAPS Symposium 2026, which opens September 29. The dual-powder solder supports step soldering, hot-bar soldering, rework and board-level assembly, with peak reflow temperatures as low as 210°C. The company said DFLT can mitigate warpage-related defects and improve drop-shock and electromigration performance versus BiSnAg alloys, with overall performance comparable to or exceeding SAC305. Indium content, customer qualification and commercial shipment volumes were not disclosed.

Hudbay released an updated plan for Snow Lake, Canada on September 28, extending its reserve-supported mine life by another two years to 2043. Gold production is forecast to average 185,000 ounces annually during 2026–2030. The 1901 zinc-gold deposit is expected to reach full production in late 2027, while Stall throughput is planned to rise to 3,000 tonnes per day by 2030. Forecast cumulative zinc production for 2026–2043 is 325,000 tonnes.

Laurion сообщила, что скважина LBX26-112 на месторождении Ishkōday в Онтарио пересекла 6 метров с содержанием цинка 0,83% с глубины 96 метров, включая 0,5 метра с содержанием цинка 8,47% с глубины 97 метров. Скважина проверяла промежуток между ранее пробуренными скважинами в горизонте McLeod. Цель разведки — улучшить оценку геологической непрерывности и поддержать оценку потенциальной первичной оценки минеральных ресурсов.