Monthly Copper Market Report Sep 2021

Content
1 Market Highlights 1
2 Economy and Policy 1
2.1 Chinese Market 1
2.2 International Market 1
3 Market Movements 1
3.1 Chinese Market 1
3.1.1 Copper concentrate 25%min TC CIF China 1
3.1.2 Chinese copper concentrate 20%min price delivered 1
3.1.Asian Metal Copyright2 International Market 2 3.Asian Metal Copyright3 Chinese copper cathode 99.99%min price delivered 2
3.1.4 Chinese copper rod Ф8mm TC EXW 2
3.1.Asian Metal Copyright86% YoY in Aug 2021 9 6.Asian Metal Copyright5 Chinese blister copper 98.5%min TC delivered 2
3.1.6 Chinese copper scrap wire 99%min price delivered 2
3.2 International Market 2
3.2.1 LME copper prices hover around stable levels 2
3.2.2 LME copper inventory rebounds from bottom 3
4 Company News 3
5 Producers Statistics 5
5.1 Chinese refined copper producers 5
5.1.Asian Metal Copyright1.Asian Metal Copyright1 Chinese refined copper producers' operating rate down by 2.2% MoM in Sep 5
5.1.Asian Metal Copyright3 Chinese copper concentrate producers' inventory down by 8.Asian Metal Copyright2 Chinese refined copper producers' output down by 2.28% MoM in Sep 5
5.1.Asian Metal Copyright3 Chinese copper concentrate producers' inventory down by 8.Asian Metal Copyright3 Chinese refined copper producers' inventory down by 6.18% MoM in Sep 6
5.2 Chinese copper rod producers 6
5.2.Asian Metal Copyright2.Asian Metal Copyright1 Chinese copper rod producers' operating rate down by 1.12% in Sep MoM 6
5.2.Asian Metal Copyright5% min in Chinese market from 01082021 to 30092021 RMBt 2 Graph 6 Chinese copper scrap wire 99%min price trend from 01082021 to 30092021 RMBt 2 Graph 7 LME spot copper price trend from 01082021 to 30092021 USDt 2 Graph 8 LME copper inventory from 01082021 to 30092021 Tonne 3 Graph 9 Chinese refined copper producers' operating rate by month from 01092020 to 30092021 % 5 Graph 10 Chinese refined copper producers' operating rate by region by month from 01092020 to 30092021 % 5 Graph 11 Chinese refined copper producers' output by month from 01092020 to 30092021 tonne 5 Graph 12 Chinese refined copper producers' output by region by month from 01092020 to 30092021 tonne 5 Graph 13 Chinese refined copper producers' inventory by month from 01092020 to 30092021 tonne 6 Graph 14 Chinese refined copper producers' inventory by region by month from 01092020 to 30092021 tonne 6 Graph 15 Chinese copper rod producers' operating rate by month from 01092020 to 30092021 % 6 Graph 16 Chinese copper rod producers' operating rate by region by month from 01092020 to 30092021 % 6 Graph 17 Chinese copper rod producers' output by month from 01092020 to 30092021 tonne 6 Graph 18 Chinese copper rod producers' output by region by month from 01092020 to 30092021 tonne 7 Graph 19 Chinese copper rod producers' inventory by month from 01092020 to 30092021 tonne 7 Graph 20 Chinese copper rod producers' inventory by region by month from 01092020 to 30092021 tonne 7 Graph 21 Chinese copper concentrate producers' operating rate by month from 01092020 to 30092021 % 7 Graph 22 Chinese copper concentrate producers' operating rate by region by month from 01092020 to 30092021 % 7 Graph 23 Chinese copper concentrate producers' output by month from 01092020 to 30092021 metal ton 8 Graph 24 Chinese copper concentrate producers' output by region by month 01092020 to 30092021 metal ton 8 Graph 25 Chinese copper concentrate producers' inventory by month from 01092020 to 30092021 metal ton 8 Graph 26 Chinese copper concentrate producers' inventory by region by month from 01092020 to 30092021 metal ton 8 Graph 27 China's refined copper import volume by month from 01082020 to 31082021 tonne 9 Graph 28 China's refined copper import volume by major country by month from 01082020 to 31082021 tonne 9 Graph 29 China's copper concentrate import volume by month from 01082020 to 31082021 tonne 9 Graph 30 China's copper concentrate import volume by major country by month from 01072020 to 31072021 tonne 10 Graph 31 China's copper scrap import volume by month from 01082020 to 31082021 tonne 10 Graph 32 China's copper scrap import volume by major country by month from 01082020 to 31082021 tonne 11 .Asian Metal Copyright2 Chinese copper rod producers' output down by 1.16% MoM in Sep 6
5.2.Asian Metal Copyright1.Asian Metal Copyright3 Chinese copper rod producers' inventory down by 7.13% MoM in Sep 7
5.3 Chinese copper concentrate producers 7
5.3.Asian Metal Copyright5 Chinese blister copper 98.Asian Metal Copyright1 Chinese copper concentrate producers' operating rate records 82.98% in Sep 7
5.3.Asian Metal Copyright73% MoM in Sep 8 5.Asian Metal Copyright2 Chinese copper concentrate producers' output down by 0.73% MoM in Sep 8
5.3.Asian Metal Copyright2.Asian Metal Copyright3 Chinese copper concentrate producers' inventory down by 8.39% MoM in late Sep 8
6 Customs Statistics 8
6.1 China's copper cathode (Cu≥99.Asian Metal Copyright2.Asian Metal Copyright9935%) import volume fell 50.83% YoY in Aug 2021 8
6.2 China's copper concentrate import volume increased 18.86% YoY in Aug 2021 9
6.3 China's copper scrap import volume rose 60.20% YoY in Aug 2021 10
7 Relevant Industry News 11
7.1 Power Sector 11
7.2 Real Estate 11
8 Market Outlook for Next Month 11


Graph content
Graph 1 TC for imported copper concentrate 25%min in Chinese market from 01/08/2021 to 30/09/2021 (USD/t) 1
Graph 2 Chinese copper concentrate 20%min price trend from 01/08/2021 to 30/09/2021 (RMB/metal ton) 1
Graph 3 Chinese copper cathode 99.99%min spot price trend from 01/08/2021 to 30/09/2021 (RMB/t) 2
Graph 4 TCs for copper rod Ф8mm in Chinese market from 01/08/2021 to 30/09/2021 (EXW, RMB/t) 2
Graph 5 TCs for blister copper 98.5% min in Chinese market from 01/08/2021 to 30/09/2021 (RMB/t) 2
Graph 6 Chinese copper scrap wire 99%min price trend from 01/08/2021 to 30/09/2021 (RMB/t) 2
Graph 7 LME spot copper price trend from 01/08/2021 to 30/09/2021 (USD/t) 2
Graph 8 LME copper inventory from 01/08/2021 to 30/09/2021 (Tonne) 3
Graph 9 Chinese refined copper producers' operating rate by month from 01/09/2020 to 30/09/2021 (%) 5
Graph 10 Chinese refined copper producers' operating rate by region by month from 01/09/2020 to 30/09/2021 (%) 5
Graph 11 Chinese refined copper producers' output by month from 01/09/2020 to 30/09/2021 (tonne) 5
Graph 12 Chinese refined copper producers' output by region by month from 01/09/2020 to 30/09/2021 (tonne) 5
Graph 13 Chinese refined copper producers' inventory by month from 01/09/2020 to 30/09/2021 (tonne) 6
Graph 14 Chinese refined copper producers' inventory by region by month from 01/09/2020 to 30/09/2021 (tonne) 6
Graph 15 Chinese copper rod producers' operating rate by month from 01/09/2020 to 30/09/2021 (%) 6
Graph 16 Chinese copper rod producers' operating rate by region by month from 01/09/2020 to 30/09/2021 (%) 6
Graph 17 Chinese copper rod producers' output by month from 01/09/2020 to 30/09/2021 (tonne) 6
Graph 18 Chinese copper rod producers' output by region by month from 01/09/2020 to 30/09/2021 (tonne) 7
Graph 19 Chinese copper rod producers' inventory by month from 01/09/2020 to 30/09/2021 (tonne) 7
Graph 20 Chinese copper rod producers' inventory by region by month from 01/09/2020 to 30/09/2021 (tonne) 7
Graph 21 Chinese copper concentrate producers' operating rate by month from 01/09/2020 to 30/09/2021 (%) 7
Graph 22 Chinese copper concentrate producers' operating rate by region by month from 01/09/2020 to 30/09/2021 (%) 7
Graph 23 Chinese copper concentrate producers' output by month from 01/09/2020 to 30/09/2021 (metal ton) 8
Graph 24 Chinese copper concentrate producers' output by region by month 01/09/2020 to 30/09/2021 (metal ton) 8
Graph 25 Chinese copper concentrate producers' inventory by month from 01/09/2020 to 30/09/2021 (metal ton) 8
Graph 26 Chinese copper concentrate producers' inventory by region by month from 01/09/2020 to 30/09/2021 (metal ton) 8
Graph 27 China's refined copper import volume by month from 01/08/2020 to 31/08/2021 (tonne) 9
Graph 28 China's refined copper import volume by major country by month from 01/08/2020 to 31/08/2021 (tonne) 9
Graph 29 China's copper concentrate import volume by month from 01/08/2020 to 31/08/2021 (tonne) 9
Graph 30 China's copper concentrate import volume by major country by month from 01/07/2020 to 31/07/2021 (tonne) 10
Graph 31 China's copper scrap import volume by month from 01/08/2020 to 31/08/2021 (tonne) 10
Graph 32 China's copper scrap import volume by major country by month from 01/08/2020 to 31/08/2021 (tonne) 11


.Asian Metal Copyright2 LME copper inventory rebounds from bottom 3 4 Company News 3 5 Producers Statistics 5 5Asian Metal Copyright