Monthly Lead Market Report Aug 2022

1 Market Highlights 2
2 Economy and Policy 2
2.1 China moves to prevent blind expansion of nonferrous metal smelting capacity 2
2.2 GACC: China's gross imports and exports up by 10.4% YoY in Jan-Jul 2
2.3 NBS: China's production of ten nonferrous metals up by 1.4% YoY in Jan-Jul 2
2.4 WBMS: Global lead market sees supply shortage of 108,000 tons in Jan-Jun 2022 2
2.5 China's mine safety watchdog to spot-check standards implementation from Aug to Nov 3
3 Market Movements 3
3.1 Market Movements in China 3
3.1.Asian Metal Copyright4 Secondary lead ingot 99.Asian Metal Copyright1 Lead ingot 99.994%min 3
3.1.2 Lead concentrate 60%min 3
3.1.3 Imported lead concentrate 50%min 3
3.1.Asian Metal Copyright2 GACC: China's gross imports and exports up by 10.Asian Metal Copyright4 Secondary lead ingot 99.994%min 4
3.1.5 Secondary lead ingot 98%min 4
3.1.6 Recycled battery 4
4 Company News 5
4.1 Guocheng Mining: Production scale of Yubang Mining's mining license increases to 8.25 million tons annually 5
4.2 Honghe Red Lead Nonferrous to resume lead ingot production 5
4.3 Shuikoushan Nonferrous Metals to finish lead ingot production lines maintenance 5
4.4 Tibet Baoxiang Mining to restart lead concentrate output 5
4.5 Yingjiang Kunrun Industrial to increase lead concentrate output 6
4.6 Huangshaping Mining halts lead& zinc concentrate output 6
4.7 Linwu South Mining stops lead concentrate production 6
4.8 Xingan Silver Lead Smelting finishes lead ingot production lines maintenance 6
4.9 Tianjin Toho Lead Recycling finishes secondary lead ingot production lines maintenance 6
4.10 Huangshaping Mining to resume zinc& lead concentrate output 6
5 Producers Statistics 7
5.1 Primary lead producers statistics 7
5.1.Asian Metal Copyright2 Lead concentrate 60%min 3 3.Asian Metal Copyright1 China's primary lead producers' operating rate records 60.37% in Aug 2022 7
5.1.Asian Metal Copyright1 China moves to prevent blind expansion of nonferrous metal smelting capacity 2 2.Asian Metal Copyright2 China's primary lead producers' output up by 3.73% MOM in Aug 2022 7
5.1.Asian Metal Copyright1.Asian Metal Copyright3 China's primary lead producers' stocks up by 0.05% MOM in Aug 2022 8
5.2 Secondary lead producers statistics 8
5.2.Asian Metal Copyright7 Linwu South Mining stops lead concentrate production 6 4.Asian Metal Copyright1 China's secondary lead producers' operating rate records 45.70% in Aug 2022 8
5.2.Asian Metal Copyright2.Asian Metal Copyright2 China's secondary lead producers' output up by 1.63% MOM in Aug 2022 8
5.2.Asian Metal Copyright10 Huangshaping Mining to resume zinc lead concentrate output 6 5 Producers Statistics 7 5.Asian Metal Copyright3 China's secondary lead producers' stocks down by 5.06% MOM in Aug 2022 9
5.3Lead concentrate producers statistics 9
5.3.Asian Metal Copyright1.Asian Metal Copyright1 China's lead concentrate producers' operating rate records 49.83% in Aug 2022 9
5.3.Asian Metal Copyright1 Lead ingot 99.Asian Metal Copyright2 China's lead concentrate producers' output down by 7.77% MOM in Aug 2022 10
5.3.Asian Metal Copyright5 Yingjiang Kunrun Industrial to increase lead concentrate output 6 4.Asian Metal Copyright3 China's lead concentrate producers' stock up by 86.36% MOM in Aug 2022 10
6 Consumers Statistics 11
6.1 China primary lead producers' consumption volume for lead concentrate up by 3.21% MOM in Aug 2022 11
6.2 China primary lead producers' inventory for lead concentrate up by 0.53% MOM in Aug 2022 11
7 Customs Statistics 12
7.1 China's lead concentrate and ore imports up by 44.01% MOM in Jul 2022 12
8 Market Outlook for Next Month 13
8.1 Lead ingot 99.994%min 13
8.2 Lead concentrate 60%min 13
8.3 Imported lead concentrate 50%min TCs 13
8.4 Secondary lead ingot 99.994%min 13
8.5 Secondary lead ingot 98%min 13
8.6 Used battery 13

.Asian Metal Copyright4% YoY in Jan-Jul 2 2Asian Metal Copyright