Tus nqi tooj liab ua kom zoo thiab ua kom zoo dua qub (TC / RCs) ntawm Suav smelters tseem nyob ruaj khov rau lub lim tiam dhau los, nrog cov khoom tsis txaus txwv qhov chaw ua lag luam. Lub Tuam Txhab Fab Kis Fab Kis-Xovxwm (Agence) smelter qhov kev yuav khoom txhua lub limtiam yog ntawm -49.70 US las/ton thiab -4.97 xees/pound rau Lub Ib Hlis 30th, tseem tshuav tib yam li lub lim tiam dhau los. Cov tub luam kev lag luam tseem tsis hloov pauv ntawm -106.10 US las / tuj thiab -10.61 xees / phaus. Lub koom haum txhua lub lim tiam tooj liab concentrate TC / RC qhov nruab nrab yog -77.90 US las / tuj thiab -7.79 xees / phaus, tseem tshuav qhov qub. Kev lag luam cov peev txheej tau qhia tias tus nqi pauv hloov pauv rau cov khoom lag luam xa khoom thaum Lub Ob Hlis-Lub Peb Hlis ntawm lub lim tiam dhau los yog li ntawm -50 txog -51 US las / tuj. Spot quotations feem ntau nyob rau hauv -50 US duas midpoint / ton range, thaum lub smelter counter-offers feem ntau nyob rau hauv -40 US duas siab / ton rau -50 US dollar / ton ntau yam. Vim qhov nyuaj ntawm kev sib tham ncaj qha rau TC ruaj khov, cov smelters tau mus txog ntau qhov kev lag luam nrog cov neeg muag khoom xyoo no uas txuas nrog lub smelter qhov kev yuav khoom TC index. Nws tau tshaj tawm tias tus tub luam tau muag ib pawg ntawm cov ore sib xyaw rau lub smelter lub lim tiam dhau los, tus nqi raws li lub smelter qhov kev yuav khoom.
Cov neeg koom nrog kev ua lag luam tau hais tias qhov kev sib tw rau Constancia tooj liab concentrate tau tshaj tawm, nrog TC ntawm -125 US dollars / ton rau 2026, thiab -60 rau -70 US dollars / ton rau 2027-2028, them rau ib tug mov ntawm 20,000 tons ib xyoo. Chilean mining pab pawg Antofagasta cov tooj liab ntau lawm hauv 2025 poob qis me ntsis, thiab tsis ua raws li cov lus qhia txhua xyoo. Kev tsim cov tooj liab hauv 2025 yog 653,700 tons, 1.6% txo los ntawm 2024, thiab tsis ncav cuag qhov kev cia siab yav dhau los ntawm 660,000-700,000 tons. Ntiaj teb no mining pab pawg Glencore tus kheej tooj liab ntau lawm nyob rau hauv 2025 poob, feem ntau yog los ntawm kev txo nyob rau hauv ore qib thiab cov kev cuam tshuam ntawm mining npaj rau cov zis ntawm ob peb lub mines tseem ceeb. Nws tus kheej tooj liab ntau lawm nyob rau hauv 2025 yog 851,600 tons, ib tug 11% txo los ntawm lub xyoo dhau los. Tsav los ntawm kev ua tau zoo ntawm Brazilian Salobo mine thiab Canadian Voisey's Bay qhov project, Brazilian mining tuam txhab Vale tshaj nws 2025 tooj liab thiab npib tsib xee kev taw qhia. Kev tsim tooj liab hauv 2025 tau nce mus txog 382,400 tons, nce 9.8% ntawm xyoo dhau los.
