London, Lub Ob Hlis 25th (Argus) - Cov ntaub ntawv tshiab los ntawm International Copper Study Group (ICSG) qhia tau hais tias lub ntiaj teb refined tooj liab ua lag luam yuav pib muaj ntau tshaj 380,000 tons hauv 2025, ntau dua li 69,000 tons hauv 2024.
Tom qab hloov kho raws li kev kwv yees hloov pauv hauv Tuam Tshoj cov khoom lag luam sib koom ua ke, cov nyiaj seem tau nce mus txog 437,000 tons, piv rau 78,000 tons hauv tib lub sijhawm xyoo tas los, qhia txog kev loj hlob tseem ceeb hauv kev ua kom zoo dua qub piv rau kev siv.
ICSG tau hais tias lub ntiaj teb refined tooj liab ntau lawm tau nce 4.2% mus rau 285.4 lab tons, feem ntau yog tsav los ntawm 3.9% nce nyob rau hauv thawj cov khoom thiab ib tug 5.8% nce nyob rau hauv cov khoom thib ob los ntawm seem tooj liab.
Qhov kev loj hlob no tau tsav los ntawm Tuam Tshoj thiab Democratic Republic of the Congo, uas suav nrog kwv yees li 57% ntawm lub ntiaj teb refining tso zis, nrog rau tag nrho cov kev loj hlob ntawm kwv yees li 9%. ICSG tau hais tias tsis suav nrog ob lub tebchaws no, kev tsim kho thoob ntiaj teb tau txo qis los ntawm 1.8%.
Hauv Asia (tsis suav nrog Tuam Tshoj), kev tsim khoom poob qis los ntawm 3.7%. Vim yog kev saib xyuas kaw hauv Nyij Pooj, lub teb chaws cov khoom lag luam poob los ntawm 8.2%, nrog rau kev kaw Pasar炼油 cog hauv Philippines. Lub Amman thiab Manyar smelters hauv Indonesia tau pib ua haujlwm xyoo no, tab sis lawv cov khoom tsim tau cuam tshuam los ntawm kev ua haujlwm nyuaj thiab cuam tshuam ntawm Grasberg tooj liab mine. Nrog rau kev nce hauv kev siv cov nqi thiab kev nthuav dav ntawm Adani lub peev xwm refining, Is Nrias teb cov khoom siv refining tau nce 19%.
ICSG tau hais tias Chile cov khoom siv tooj liab ua kom zoo tau txo qis los ntawm 10%, thiab thaum lub sijhawm tswj hwm lub sijhawm kaw, cov khoom siv hluav taws xob electrolysis ntawm cov ntsiab lus tau txo qis los ntawm 16%, thiab SX-EW cov zis poob los ntawm 6.8%.
Cov zis ntawm cov mines tau cuam tshuam thiab txwv los ntawm ntau yam.
Nyob rau hauv 2025, thoob ntiaj teb mine ntau lawm yuav nce li ntawm 1% mus rau 2313 lab tons. Kev tsim cov concentrate yuav nyob twj ywm tsis hloov pauv, thaum cov khoom ntawm SX-EW yuav nce 3%.
ICSG tau hais tias txawm hais tias cov phiaj xwm tshiab 'kev tsim muaj peev xwm txhawb nqa kev loj hlob, cov qib qis thiab kev ua haujlwm raug xwm txheej txwv tag nrho cov khoom tsim tawm. Lub koom haum tau hais ntxiv tias kev cuam tshuam ntawm Kamoa hauv lub Tsib Hlis thiab ntawm Grasberg thaum lub Cuaj Hli yog qhov tseem ceeb txwv.
Cov zis ntawm mines hauv Chile poob qis los ntawm 1.6% vim qhov tseeb tias cov khoom lag luam nce ntawm Escondida, Centinela, Mantos Copper thiab Codelco tau offset los ntawm kev txo qis ntawm Collahuasi, Los Pelambres thiab Quebrada Blanca. Cov khoom tsim tawm hauv Peru tau nce 1.2%, nrog rau kev loj hlob ntawm Las Bambas, Toromocho, Quellaveco thiab Marcobre offsetting qhov kev poob qis hauv lwm cheeb tsam.
Nrog kev txhawb nqa ntawm Tenke / Kisanfu thiab Mutanda, cov khoom tsim tawm ntawm Democratic Republic of the Congo tau kwv yees tias tau nce 6%, txawm tias 11% poob ntawm Kamoa cov zis tom qab av qeeg. Vim tias qhov kev nthuav dav ntawm Oyu Tolgoi qhov project hauv av, qhov kev xav tau ntawm Mongolia tau nce los ntawm 37%, thaum Indonesia cov khoom lag luam poob los ntawm kwv yees li 43%.
Kev noj haus tau nce ntxiv tab sis tau poob qis dua cov khoom siv.
Raws li cov ntaub ntawv los ntawm ICSG, lub ntiaj teb pom tseeb kev siv ntawm cov tooj liab refined yuav tsum nce li ntawm 3% hauv 2025, mus txog 281.6 lab tons.
Tuam Tshoj qhov kev thov pom tseeb (tsis suav nrog cov kev hloov pauv hauv cov ntawv cog lus thiab cov khoom lag luam tsis tau tshaj tawm) tau nce kwv yees li 4%, tab sis cov khoom lag luam ua kom zoo nkauj tau nqis los ntawm 15% raws li kev xa tawm poob los ntawm 5% thaum kev xa tawm nce los ntawm 74%. Lub koom haum tau hais tias Tuam Tshoj tam sim no suav txog kwv yees li 58% ntawm kev siv tooj liab zoo thoob ntiaj teb.
Sab nraud Suav teb, kev siv ntim tau nce li ntawm 2%. Kev loj hlob nyob rau qee qhov chaw ntawm Asia, Middle East thiab North Africa cuam tshuam qhov kev thov tsis muaj zog hauv European Union thiab Nyij Pooj.
Cov ntaub ntawv txhua hli qhia tau hais tias kev lag luam tawm tau nce mus txog rau thaum xaus ntawm lub xyoo. Nyob rau lub Kaum Ob Hlis xyoo tas los, cov khoom ua kom zoo dua tau mus txog 2.43 lab tons, thaum qhov kev siv yog 2.26 lab tons, uas ua rau cov nyiaj seem ntawm 173,000 tons txhua hli. Lub ntiaj teb refined cov khoom muag thaum kawg ntawm lub xyoo tau nce los ntawm 1.399 lab tons thaum kawg ntawm 2024 txog 1.776 lab tons.
Argus Precious Metals Market Daily Report
Duab
Npog lub ntiaj teb uas tsis yog -ferrous metals kev lag luam, nws muaj cov kev ntsuam xyuas tus nqi txhua hnub, nrog rau cov kev lag luam tseem ceeb thiab kev tshuaj ntsuam xyuas los ntawm pab pawg kws tshaj lij Agis thoob ntiaj teb.
Kev lag luam kev pab them nqi:
Cov hlau tsis tshua muaj - rau cov khoom siv hluav taws xob, roj teeb, lub teeb hlau thiab siab - cov hlau kub
Rare earths - Lub teeb tsis tshua muaj ntiaj teb thiab nruab nrab-Havy rare earths
Hlau alloys - General thiab tshwj xeeb alloys, raws li zoo raws li raw cov ntaub ntawv
Basic Metals - Cov Ntaub Ntawv Kev Lag Luam, Cov Nyiaj Them Nqi thiab Kev Ntsuas Tus Nqi Tshwj Xeeb / Indices
Tsis yog -ferrous hlau pov tseg thiab cov khoom siv rov ua dua tshiab
Argus tau tshaj tawm qhov ntsuas qhov nruab nrab ntawm tooj liab los qhia qhov nruab nrab ntawm kev yuav khoom ntawm TC / RC los ntawm cov neeg ua lag luam thiab cov neeg lag luam, pab cov neeg koom nrog kev lag luam kom daws tau cov khoom lag luam zoo dua -xav tsis txaus thiab ua tiav cov ntawv cog lus tsis tu ncua.
Qhov ntsuas tshiab tau hloov kho txhua hnub Friday thiab qhov nruab nrab txhua hli yog tsim tawm thaum kawg ntawm txhua lub hlis. Nws yog tom qab ntawd luam tawm hauv Argus Nonferrous Metals Market Txhua Hnub thiab ntawm Argus Metals lub vev xaib (metals.argusmedia.com).
Tag nrho Argus tus nqi thiab cov ntaub ntawv yog Argus cov ntaub ntawv ntiag tug thiab raug tsim tawm ntawm no rau lub sijhawm txwv rau cov ntaub ntawv xov xwm nkaus xwb. Argus tsis muaj kev lav phib xaub thiab nthuav tawm tsis suav nrog txhua qhov kev lav phib xaub ntawm txhua yam.
Txhua tus nqi thiab cov ntaub ntawv ntawm Argus yog cov ntaub ntawv ntiag tug ntawm Argus. Qhov no yog rau luam tawm nyob rau hauv ib lub sij hawm txwv nkaus xwb thiab yog rau siv lub hom phiaj nkaus xwb. Lub tuam txhab Argus tsis muaj kev lav phib xaub thiab qhia meej txog kev lav phib xaub ntawm txhua yam.
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