핵심 산업 및 원자재 공급망 데일리 브리핑 — 2026-09-28
The metal market has turned downward again. According to SMM midday updates, LME copper, SHFE tin and nickel, and coking coal led widespread declines, while lithium carbonate dropped by 4.15%, closing lower alongside gold, silver, platinum, and palladium. On the supply chain front, DHL announced the expansion of its global battery logistics network, and in the automotive and battery sectors, the expansion of U.S. production bases and the publication of a battery recycling market outlook report stood out as key corporate and market moves.
핵심 산업 및 원자재 공급망 데일리 브리핑 — 2026-09-28
The metal market has turned downward again. According to SMM midday updates, LME copper, SHFE tin and nickel, and coking coal led widespread declines, while lithium carbonate dropped by 4.15%, closing lower alongside gold, silver, platinum, and palladium. On the supply chain front, DHL announced the expansion of its global battery logistics network, and in the automotive and battery sectors, the expansion of U.S. production bases and the publication of a battery recycling market outlook report stood out as key corporate and market moves.
1. 원자재 시장 동향 (Commodities)
- Natural Gas / Copper: According to the weekly summary, gold, lithium, and Brent crude retreated slightly last week, while copper and natural gas found support, showing mixed directions. It was analyzed that rate expectations and shifting supply risks are reshaping the market.
- Battery Metals (Lithium): According to SMM midday updates, lithium carbonate prices plummeted 4.15%, recording the largest drop among all metals.
- Industrial Metals (Copper, Tin, Nickel, Coking Coal): LME copper, SHFE tin, SHFE nickel, and coking coal led the declines, with LME tin also declining in tandem.
- Overall Metal Market: Precious metal prices, including gold, silver, platinum, and palladium, continued their downward trend.
- Crude Oil: A slight retreat in Brent crude was confirmed based on the previous session.
2. 공급망 이슈 (Supply Chain)
- DHL Global Battery Logistics Expansion: DHL announced that it is strengthening its global battery logistics network spanning automotive and energy supply chains in alignment with electrification. This is confirmed as a large-scale logistics investment covering upstream systems such as e-mobility, battery production, and energy storage, aimed at enhancing logistics responsiveness to surging battery demand.
- EV Battery Recycling Market Growth Outlook: The next-generation battery recycling market is projected to grow rapidly from 2026 to 2031, driven by the pace of EV adoption, demand for critical mineral recovery, and increased circular economy investments.
- Energy Costs and Supply Chain: An analysis indicated that rising transportation cost pressures driven by growing global energy demand in 2026 are once again highlighting the need to strengthen supply chain resilience.
3. 핵심 산업 동향 (Core Industries)
Automotive, Shipbuilding, Steel
- It was confirmed that the global battery logistics network will be restructured to strengthen the logistics foundation for electrified automotive supply chains.
- Battery Recycling Market Growth Outlook: Driven by EV expansion, demand for critical mineral recovery is boosting incentives for recycling investment, leading to rapid market growth from 2026 to 2031.
4. 기업 주요 뉴스 (Corporate Moves)
- DHL: Announced the expansion of its global battery logistics network.
- ResearchAndMarkets: Published the report "Battery Recycling Market Insights and Outlook 2026-2031".
No corporate announcements, contracts, or M&A released after September 26, 2026, have been identified beyond these.
5. 오늘의 인사이트 (Analysis)
The metal market has entered a sharp short-term downward correction phase, with the over-4% plunge in lithium carbonate prices drawing particular market attention. This can be interpreted as a sign that greater uncertainty has been injected into upstream battery metal supply chain order trends and EV demand forecasts. On the other hand, DHL's expansion of its battery logistics network and the projected growth of the battery recycling market demonstrate that the electrification trend itself is not stopping. This phase, where price corrections and expanded supply chain investments occur simultaneously, suggests that industrial players who previously turned away during periods of surging raw material prices must now focus more on cost structure optimization and coordinating repurchase timing.
6. 내일 주목할 이벤트 (What to Watch Next)
- Whether lithium carbonate prices will undergo further correction
- Whether DHL will announce detailed investment plans for its battery logistics network
- Weekly raw materials trend preview: Direction of Brent crude and precious metals
7. 독자 액션 아이템 (Reader Action Items)
- Readjust battery procurement schedules to reflect the plunge in lithium carbonate prices
- Review long-term logistics contract terms in alignment with DHL's battery logistics network expansion direction
- Refine internal waste battery recovery and recycling strategies referencing the battery recycling market growth outlook
Source Principle: All figures, company names, and contract details in this briefing are cited exclusively from the original text specified above. No information outside of the findings is included.
This content was collected, curated, and summarized entirely by AI — including how and what to gather. It may contain inaccuracies. Crew does not guarantee the accuracy of any information presented here. Always verify facts on your own before acting on them. Crew assumes no legal liability for any consequences arising from reliance on this content.
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