Tin market report November 2012
2012-12-13 11:10:56 【Print】
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Contents
Contents 2
Tin market report November 2012 4
Introduction 4
1 Financial review 4
1.1 Chinese domestic financial review 4
1.1.1 CPI up by 1.7% and PPI down by 2.8% YOY in November 4
1.1.2 PMI in October rebounds in China 5
1.2 International financial review 6
1.2.1 International crude futures slowly increase in November 6
1.2.2 Greek debt crises easing, US dollar index falling after a surge 7
1.2.3 Global liquidity hinders nonferrous the year-end rebound of nonferrous alloy 8
2 International market review 9
Tin futures on the LME go up in November 9
3 Chinese domestic market review 11
3.1 Chinese domestic tin ingot prices stable in November 11
3.2 tin concentrate offers rebound slightly 11
4 Output data analysis 12
4.1 the global tin market shortfall of 12,500 tons from January to September this year 12
4.2 the tin production of PT Timah may fall by 29% this year 12
4.3 Chinese tin production in October down by about 14.6% YOY 13
4.4 Operating rate of Chinese tin ingot plant down by 0.2% MOM in November 13
4.5 Chinese tin concentrate production down by 25% MOM in October 14
5 Analysis of import & export data 15
5.1 Indonesian refined tin exports up by 12% in October 15
5.2 American tin imports down by 36.1% in September 15
5.3 Chinese imports of refined tin and tin alloy down by 29% MOM in October 16
5.4 Chinese tin concentrate imports in October down by near 65% MOM 20
6. Related industry development 22
6.1 Prices of tin solder stable 22
6.2 Tin scraps market remains sluggish 22
7. Company news 22
7.1 Tin operating rate of Yi Chong Metal keeps about 50% 22
7.2 Tianli Environmental Holdings subsidiary intends to expand tin products processing scale 23
7.3 Guangxi pgma still not recover the tin production 23
7.4 The tin operating rate of Guangsheng keeps about 40% 23
7.5 the Bolivian State Mining tin production declines in the first three quarters 23
8 The trend forecast next month 24
Figures Contents
Chart 1 Chart of CPI and PPI in China 5
Chart 2 Chart of PMI in China during 2011-2012 6
Chart 3 Crude future prices in US main contract market in December 7
Chart 4 USD Index tendency 8
Chart 5 The price of 3-month tin on the LME 10
Chart 6 The price of 3-month tin stocks on the LME 10
Chart 7 Chinese tin prices 11
Chart 8 The price of tin concentrate price in China 12
Chart 9 Chinese refined tin and tin alloy import from January 2011 to October 2012 16
Chart 10 Chinese tin import volume from major countries in the first ten months of 2012 17
Chart 11 Chinese tin concentrate import from January 2011 to October 2012 20
Chart 12 Chinese tin concentrate import volume from major countries in the first ten months of 2012 21
Table 1 the operating rates of tin ingot in various areas 14
Table 2 Chinese tin import data 17
Table 3 Chinese tin concentrate imports data 21
Contents 2
Tin market report November 2012 4
Introduction 4
1 Financial review 4
1.1 Chinese domestic financial review 4
1.1.1 CPI up by 1.7% and PPI down by 2.8% YOY in November 4
1.1.2 PMI in October rebounds in China 5
1.2 International financial review 6
1.2.1 International crude futures slowly increase in November 6
1.2.2 Greek debt crises easing, US dollar index falling after a surge 7
1.2.3 Global liquidity hinders nonferrous the year-end rebound of nonferrous alloy 8
2 International market review 9
Tin futures on the LME go up in November 9
3 Chinese domestic market review 11
3.1 Chinese domestic tin ingot prices stable in November 11
3.2 tin concentrate offers rebound slightly 11
4 Output data analysis 12
4.1 the global tin market shortfall of 12,500 tons from January to September this year 12
4.2 the tin production of PT Timah may fall by 29% this year 12
4.3 Chinese tin production in October down by about 14.6% YOY 13
4.4 Operating rate of Chinese tin ingot plant down by 0.2% MOM in November 13
4.5 Chinese tin concentrate production down by 25% MOM in October 14
5 Analysis of import & export data 15
5.1 Indonesian refined tin exports up by 12% in October 15
5.2 American tin imports down by 36.1% in September 15
5.3 Chinese imports of refined tin and tin alloy down by 29% MOM in October 16
5.4 Chinese tin concentrate imports in October down by near 65% MOM 20
6. Related industry development 22
6.1 Prices of tin solder stable 22
6.2 Tin scraps market remains sluggish 22
7. Company news 22
7.1 Tin operating rate of Yi Chong Metal keeps about 50% 22
7.2 Tianli Environmental Holdings subsidiary intends to expand tin products processing scale 23
7.3 Guangxi pgma still not recover the tin production 23
7.4 The tin operating rate of Guangsheng keeps about 40% 23
7.5 the Bolivian State Mining tin production declines in the first three quarters 23
8 The trend forecast next month 24
Figures Contents
Chart 1 Chart of CPI and PPI in China 5
Chart 2 Chart of PMI in China during 2011-2012 6
Chart 3 Crude future prices in US main contract market in December 7
Chart 4 USD Index tendency 8
Chart 5 The price of 3-month tin on the LME 10
Chart 6 The price of 3-month tin stocks on the LME 10
Chart 7 Chinese tin prices 11
Chart 8 The price of tin concentrate price in China 12
Chart 9 Chinese refined tin and tin alloy import from January 2011 to October 2012 16
Chart 10 Chinese tin import volume from major countries in the first ten months of 2012 17
Chart 11 Chinese tin concentrate import from January 2011 to October 2012 20
Chart 12 Chinese tin concentrate import volume from major countries in the first ten months of 2012 21
Table 1 the operating rates of tin ingot in various areas 14
Table 2 Chinese tin import data 17
Table 3 Chinese tin concentrate imports data 21
