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矿山停产国外废铜入市补缺国内废铜市场火热

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来源: 作者: 2019-04-05 23:30:50

世界上最大的铜矿中有三个同时面临供应中断,但是你永久不可能从市场上感遭到。根据世界第二大电缆生产商耐克森公司(Nexans SA)的数据,精炼铜和废铜的供应量有所增加,尤其是废铜大量涌入市场,因为价格上涨。该公司的有色金属采购经理Christophe Allain指出。

供应增加加大了对铜价预判的难度,因为贸易商正权衡智利、印尼和秘鲁铜矿供应中断和中国需求增长放缓对铜价的影响。虽然上周LME铜库存激增,表明供应多余,但与此同时数据显示LME铜注销仓单也大幅增加。

明显,在过去六个月中,废铜供应显著增加,令市场显出供应多余风险,

渣打银行(Brand Chartered Plc)分析师NicholasSnowdon本周在德国莱比锡召开的Metal Bulletin Ltd.会议上表示。

优惠条款

作为世界上最大的铜回收商,Aurubis AG在去年12月以来的三个月内,废物处理量同比增长36%。公司使用废铜制作阴极铜、线材、管材和黄铜。对Nexans公司来讲,能够采购到足够的铜是他们这么多年来的优势,Allain在会上接受采访时说。虽然得益于阴极铜供应的激增,这家位于巴黎的公司只采购少许废铜,但其他买家正在转向采购废铜。

截止本周三下午4点,LME铜03合约上涨了0.6%至5,853美元/吨,相比过去12个月增长18%。

虽然一些铜经销商需要不断销售废料以取得现金,但其他经销商则可以继续待价而沽,Allain指出。很多废铜已大量入市,他表示。即便世界上最大的铜矿智利Escondida矿场的罢工已延长到第二个月,且印尼Grasberg矿业的出口依然中断,但市场上的废铜仍供应充足。

Allain指出,不能交付给交易所的低等级阴极铜的库存也在不断增加。现在市场铜供应多余,他说。标准规格的铜供应多余量还难以估计,但如果再考虑到废铜的量,铜多余量更大。(上海有色 许辉翻译)

国内废铜市场火热:

看完国外废铜市场的情况再来看看国内废铜市场的现状吧。

据SMM数据显示,近期国内废铜需求较为火热,一方面由于元宵节过后,国内订单逐步恢复,制杆加工需求加大;另一方面,精炼铜价格涨幅较大处于高位打击市场采购热忱;另外,此前一段时间精废铜价差较大,企业为了降低成本,原料使用废铜的比例在提高,这也是致使精铜制杆加工费下落的主要原因之一(精铜制杆加工费下落的另外一主要原因是铜杆产能扩大很快)。

但由于近期废铜采购热情高涨,致使近期精废铜价差已迅速缩窄至1400元/吨左右,而在春节前一度在3000元/吨以上。但综合多因素,目前企业仍认为采购废铜的本钱更低,故废铜市场仍较为火热。(上海有色 沈秀娟)

原文:

Deluge of Scrap Copper Feeding Market Hit by Top Mine Stoppages

Three of the worlds top copper mines face simultaneous disruptions, but youd never guess it by talking to big users of the pply of both refined copper cathode and scrap metal has increased, according to Nexans SA, the second-largest producer of electric cables. Scrap in particular has flooded into the market as dealers rushed to cash in on rallying prices, said Christophe Allain, the companys purchasing manager for non- ferrous metals.

The increased supply adds to already conflicting signals for copper, as traders weigh the impact of interruptions at mines in Chile, Indonesia and Peru against slowing Chinese demand growth. While last weeks surge in stockpiles tracked by the LondonMetal Exchange suggested an excess of the metal used in pipes and wires, orders to withdraw copper from storage also rose sharply.

Its clear that theres been a significant increase in scrap supply into the physical market over the past six months and obviously that is a pretty material supply risk, NicholasSnowdon, an analyst at Standard Chartered Plc, said this week at a Metal Bulletin Ltd. conference in Leipzig, Germany.

Favorable Terms

Aurubis AG, the worlds largest copper recycler, processed 36 percent more scrap in the three months through December compared with a year earlier, as availability increased. The company uses old metal to make copper cathode used in copper

wire rod, tubes and rNexans, metal availability and purchasing terms are themost favorable theyve been in years, Allain said in an interview at the conference. While the Paris-based company buys only small volumes of scrap, its benefited from a surge in supply of copper cathode because other buyers are turning to scrap instead.

Copper for delivery in three months gained 0.6 percent to $5,853 a metric ton by 4 p.m. on the London Metal Exchange on Wednesday, bringing the increase for the past 12 months to 18 percent.

While some copper dealers need to sell scrap continually to generate cash, others can wait for higher prices, Allain said. A lot of that metal has now been entering the market, he said. Users are seeing ample supplies even as a strike at the Escondida mine in Chile, the worlds largest, extends into a second month and exports from the Grasberg mine in Indonesia remain halted.

Inventories of lower-grade forms of copper cathode that cant be delivered on to exchanges have been increasing as well,Allainsaid.I believe we have a surplus of cathode today, he said. Theres a lot of standard-grade material that people have a lot of difficulty accounting for; if you add scrap to that, the surplus is even bigger.

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