|
|
|
|
|
|
|
|
|
|
|
|
|
27.08.26 - 20:30
|
Zinc Hits Four-Year High As "Extremely Thin" Physical Supply Fuels Squeeze (ZeroHedge)
|
|
|
Zinc Hits Four-Year High As "Extremely Thin" Physical Supply Fuels Squeeze
Zinc futures in London are headed for their largest monthly close since January, with prices hitting four-year highs this week amid tightening physical supplies.
London futures for the industrial metal initially gained as much as 1% before reversing course. Zinc fell .8% to $3,861 a ton as of 11:40 a.m. local time, halting a seven-day rally.
Despite the pullback, zinc's physical market remains extremely tight.
"Supply constraints boosting zinc: Zinc price has risen 31% since March to $3,966, driven by declining mine output, operational disruptions (fires, delays, and lower grades), and limited project development outside China," Jefferies analyst Sagar Sahu wrote in a note on Tuesday.
Sahu added, "ILZSG, international association for zinc & lead, has revised its 2026 global zinc market forecast to a 19kt deficit vs a 271kt surplus earlier. We raise our FY27-28E zinc price assumptions to $3,615-3,700, still 7-9% below s...
|
|
|
|
|
|
|
|
|
21.08.26 - 14:06
|
HSBC Warns Global Zinc Market Is Flashing Signs Of Tightness (ZeroHedge)
|
|
|
HSBC Warns Global Zinc Market Is Flashing Signs Of Tightness
HSBC's Global Commodity Team warned Thursday that the zinc market is flashing warning signs of extreme tightness:
Global zinc mine supply remains tight: HSBC's Global Commodity Team expects global mine supply to fall 2.1% y-o-y to 12.5mt in 2026, driven mainly by lower production in Latin America.
The zinc market is expected to be slightly tight in 2026e, driven by a modest recovery in demand in Europe and North America amid supply disruptions at smelters and mines.
Overall, concentrate supply remains tight, and there have been smelter disruptions as well. Zinc demand has held up.
Here's where the physical tightness is emerging: Zinc for immediate delivery on the London Metal Exchange traded at a premium of as much as $132.37 a ton over three-month futures Thursday, the widest backwardation this year.
The spread signals intensifying competition for readily available metal in warehouses. Benchmark zinc rose 1.1% to $3,802 a ton ea...
|
|
|
|
|
|
|
05.08.26 - 10:49
|
Korea Zinc Co Earnings Up In Q2 (AFX)
|
|
|
SEOUL (dpa-AFX) - Korea Zinc Co., Ltd. (010130.KS), a general non-ferrous metal smelting company, on Wednesday reported higher net income in the second quarter compared with the previous year. For......
|
|
|
|
|
|
|
01.07.26 - 17:49
|
Kupfermarkt zwischen Hoffnung und Risiko: China- Daten stützen, Zolldiskussion belastet (SG)
|
|
|
Der Index der Londoner Metallbörse (LMEX) kommt nicht recht vom Fleck. Gestern trat er erneut den Rückzug an, heute Morgen gibt der offizielle Einkaufsmanagerindex in China aber eher wieder Auftrieb: Dieser kletterte in der Industrie im Juni auf 50,3 und überraschte damit positiv. Maßgeblich war wohl die exportgetriebene Industriekonjunktur, die durch das weltweit stark wachsende Segment der Künstlichen Intelligenz beflügelt wird.. --- Zink bekommt zusätzlich von anderer Seite Unterstützung: Laut der chinesischen Researchgruppe Antaike haben 16 chinesische Zinkschmelzen beschlossen, ihren Einsatz von Zinkkonzentrat um 600 Tsd. bis 1 Mio. Tonnen in diesem Jahr zu reduzieren.. --- US-Zoll künftig auch auf raffiniertes Kupfer?
|
|
|
|
|
|
|
22.06.26 - 14:01
|
Capac Energy baut Zink-Bromid-Großspeicher in Bruchsal (PV Magazine)
|
|
|
Im badischen Bruchsal soll einer der ersten Großspeicher auf Basis von Zink-Bromid-Batterien in Europa entstehen. Parallel haben Capac Energy und der US-Hersteller Eos Energy einen exklusiven Liefervertrag über zwei Gigawattstunden Speicherkapazität für die DACH-Region abgeschlossen und wollen damit eine Alternative zu Lithium-Ionen-Großspeichern im europäischen Markt etablieren....
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
