METALS-Zinc falls to 7-week low on expectations of rising supply

By Kitco News / November 07, 2018 / www.kitco.com / Article Link

(Updates with closing prices, recasts)By Peter HobsonLONDON, Nov 7 (Reuters) - Zinc prices on Wednesday fell to aseven-week low on expectations that a supply crunch will ease.


Benchmark zinc on the London Metal Exchange (LME)closed down 1.8 percent at $2,455 a tonne after touching $2,445,the lowest since Sept. 21.


"Smelter margins in China are picking up and the expectationis that production is set to trend higher into year-end," saidDeutsche Bank analyst Nick Snowdon.


"There has been a big build in (zinc) concentrate stocks (inChina) in the last quarter or so ... with treatment chargespicking up and prices stabilising there's a clear incentive forsmelters to ramp up output," he said.


Prices of zinc, used to galvanise steel, fell 26 percentover June-August but have recovered from August's low of $2,283.China is the biggest producer and consumer of zinc.



ZINC STOCKS: Headline inventories in the LME warehousesystem continue to fall. At 134,750 tonnes they are close to a10-year low of 131,775 tonnes reached in March.SPREAD: The premium for cash zinc over the three-monthcontract at $47.50 has eased from highs around $60 inlate October, but signals that shortages of nearby supplyremain.


DEFICIT: The roughly 13.5 million tonne global zinc markethad a deficit of 292,000 tonnes in the first eight months of theyear, the International Lead and Zinc Study Group (ILZSG) said. DOLLAR: Providing some support to metals prices was thedollar, which weakened after gains by the Democrats in U.S.elections cast doubt on further tax cuts. A lower dollar makesmetals cheaper for buyers with other currencies. CHINA: Despite fears that a U.S.-China trade dispute willundermine China's economy, exports from the country are expectedto have expanded at a healthy clip in October as businessesfrontal orders before higher U.S. tariffs set in at the turn ofthe year, a Reuters poll showed. YUAN: In a sign that authorities may be stepping upinterventions to keep the yuan from weakening, China's foreignexchange reserves fell more than expected to an 18-month low inOctober. CHINA ALUMINA: China's exports of aluminium raw materialalumina last month were roughly equal to September's bumpervolumes, the president of Aluminium Corp of Chinasaid.PRICES: LME copper closed down 0.1 percent at $6,153a tonne, aluminium finished 1.7 percent higher at$1,984.50, lead rose 1 percent to $1,927.50, tin ended unchanged at $19,050 and nickel rose 0.4 percentto $11,820.
<^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^Top Base and Precious Metals Analysis - GFMS ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^> (Additional reporting by Mai Nguyen; Editing by Adrian Croftand David Evans)


LME price overview COMEX copper futures Base metals news All metals news All commodities news Metals diary Foreign exchange rates SPEED GUIDES)) Disclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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