METALS-Zinc market braces for Chinese smelter output rise

By Kitco News / April 10, 2019 / www.kitco.com / Article Link

(Updates with closing prices)By Peter HobsonLONDON, April 10 (Reuters) - Zinc touched a two-week low onWednesday on concerns that Chinese smelters will ramp up output,but prices were supported by a shortage of immediately availablematerial on the London Metal Exchange (LME).Benchmark zinc on the LME closed 0.4 percent up at$2,873 a tonne after slipping to $2,842, its lowest since March26.


Deficits have driven LME stocks to record lows and pushedzinc, used to galvanize steel, to a nine-month high of $2,958 onApril 1.


But the supply situation is expected to change rapidly afterChinese treatment charges soared to $240 a tonne from a low of$12.50 at the start of 2018.Smelters are likely to seize the opportunity to make moneyby ramping up production in the second quarter, said DeutscheBank analyst Nick Snowdon.


LME STOCKS/SPREAD: Headline stocks in LME-registeredwarehouses, at 52,550 tonnes, are down from 129,000 tonnes atthe start of the year. The premium for cash zinc over the three-month contract hasshot to $74.50 from close to zero in early February, suggestinga shortage of nearby material. SHFE STOCKS: However, stockpiles in warehouses monitored bythe Shanghai Futures Exchange (ShFE), at 108,772 tonnes, are upfrom about 20,000 tonnes at the start of the year.


MINE SUPPLY: Global mine supply of zinc is expected to rise6.4 percent this year to 13.87 million tonnes, according to theInternational Lead and Zinc Study Group (ILZSG).


REFINED SUPPLY: But higher mine production has been slow tofeed through to the refined market, with the ILZSG showing a384,000 tonne deficit in 2018 and another shortfall in January.GLOBAL GROWTH: The IMF cut its forecast for world economicgrowth this year to 3.3 percent from 3.5 percent and said thechances of further cuts are high. TRADE WAR: U.S. President Donald Trump threatened to imposetariffs on $11 billion worth of European Union products, openinga new front in his trade war. LAS BAMBAS: An indigenous community voted to suspend itstwo-month road blockade of Las Bambas, a large Peruvian coppermine, for two days until the government visits the region onThursday. ALUMINA: Emirates Global Aluminium said its Al Taweelahalumina refinery in Abu Dhabi had commenced operation. It isexpected to produce 2 million tonnes of alumina a year oncefully operational. OTHER METALS: LME copper ended 0.4 percent down at$6,464 a tonne, aluminium fell 0.8 percent to $1,864,lead slipped 1.1 percent to $1,953.50 and tin eased by 0.1 percent to $20,850. Nickel did not tradebut was bid 0.1 percent lower at $13,230.
<^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^Top Base and Precious Metals Analysis - GFMS TECH/C ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^> (Reporting by Peter Hobson; additional reporting by Mai Nguyen;editing by David Evans and David Goodman)


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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