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Lead Market 2019#6 Battery Scrap to Bullion Korean Rational Ch

2019.06.07 17:36

Imports of Korean waste lead battery reached a record high in March.

 

According to the trade statistics of the Korea Customs Service, it was 50,833 tons, an increase of 44.1% from month to month, and exceeded 50,000 tons for the first time.

 

Although imports from Japan has stopped, imports from the US, Africa, etc. are rapidly increasing.

 

The amount of waste lead batteries is enough for increased imports, but it is also said that they are suffering from the high funding cost.
 

 

Large-scale purchase of lead bullion from Korea"

According to a major national secondary lead refining maker, Korean is asking them to buy a large amount of lead bullion.

 

As mentioned above, Korea is aggressively importing lead battery scraps, and it seems that the bullion production capacity is fine though.

     
Here is an assumption.

 

The maker says,
” Perhaps I think that Japanese batteries can’t be imported, and the competition for buying batteries abroad may have heated up.
I am speculating that they have difficulty in financing in the end, and they are trying everything to make profits.”

 

For example, as he says, “I assume they buy lead bullion at an average LME price of around 96%, and blend with zinc, tin, etc. and sell at the average LME 100% plus premium price? “

That might be the reason why they would try to minimize the deficit.

 

Korean waste battery procurement seems to be quite difficult. A trading company says, even though we have shipped Bullion, and are in trouble with delayed payment.

 

Speaking of Malaysia, the payment has been delayed for four months for the Bullion that the company has exported.

 

 

Shipment and funding risk are large

Anyway, it occurs funding short due to purchasing from US and African. It also takes time for goods to arrive.

 

If it’s late, it will take about 40 days.

 

Usually, if shipping, payment is made when the container is loaded.

 

However, the waste battery has been disposed, and you have to buy and pay to operate without interruption.

 

Thus, it starts from at the negative financial status, and you have to spend twice as much.

 

It seems that it is the biggest cause of the funding short.

 

Large orders of lead bullions are appreciated for Japanese secondary refineries.

 

I think they would like to welcome (I hope the domestic supply and demand wouldn’t be affected), but it matters like delayed payment?

 

It seems financial situation of the lead secondary refinement overseas is difficult.

 

 Meanwhile, domestic lead battery scrap to Malaysia has disappeared, and it is said that India will be next but they can’t see anything yet.

 

→(Japanese Version)Lead Market 2019#6 バッテリースクラップからブリオンへ 韓国の合理的な選択

 

 

(Translated by Jenny)

 

 

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