SMM Morning Comments

Category:-Metal | 11-Dec-2024 09:11 PM

Copper - LME copper opened at $9,198/mt overnight, initially rose slightly, then dropped back to $9,177.5/mt, and subsequently fluctuated upward, reaching a high of $9,242/mt near the close. It finally settled at $9,233.5/mt, with a 0.02% increase. Trading volume reached 12,000 lots, and open interest was 271,000 lots. Overnight, the most-traded SHFE copper 2501 contract opened at 75,160 yuan/mt, fluctuated rangebound initially, dropping to 75,120 yuan/mt, then rose to an intraday high of 75,490 yuan/mt, and finally dropped back slightly to close at 75,410 yuan/mt, with no change. Trading volume reached 22,000 lots, and open interest was 152,000 lots. 

Aluminum - Overnight, the most-traded SHFE aluminum 2501 contract opened at 20,300 yuan/mt, reached a high of 20,375 yuan/mt, a low of 20,290 yuan/mt, and closed at 20,365 yuan/mt, up 70 yuan/mt from the previous day, an increase of 0.35%. On Tuesday, LME aluminum opened at $2,590.5/mt, reached a high of $2,619.5/mt, a low of $2,570/mt, and closed at $2,615/mt, up $18.5/mt, an increase of 0.71%.

Lead - Overnight, LME lead opened at $2,071/mt and fluctuated around the daily moving average during the Asian session. Entering the European session, it weakened after consolidating at highs and finally closed at $2,058/mt, down $1/mt, a decrease of 0.05%. Overnight, the most-traded SHFE lead 2501 contract opened at 17,720 yuan/mt. It initially consolidated around the daily moving average, then dipped to 17,570 yuan/mt before rebounding in a V-shape to close at 17,650 yuan/mt, down 60 yuan/mt, a decrease of 0.34%.

Nickel - Spot premiums/discounts: The mainstream premium for Jinchuan #1 nickel was 3,000-3,200 yuan/mt, with an average of 3,100 yuan/mt, unchanged from the previous trading day. The premium for Norilsk nickel was -250-0 yuan/mt, with an average premium of -125 yuan/mt, also unchanged from the previous trading day.


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