산업 및 원자재 공급망 Daily Briefing — 2026-07-13
중국의 수요 부진으로 유가 변동성이 커지는 가운데, 반도체와 배터리 소재를 둘러싼 글로벌 공급망 재편이 한창입니다. 특히 미국의 배터리 정책 강화로 한국과 일본 기업들의 미국 내 생산 확대가 더욱 절실해졌습니다.
14 min read/15 sources
Get the latest on power equipment, batteries, semiconductors, and beauty—plus real-time updates on raw material shortages and supply chain shifts.
중국의 수요 부진으로 유가 변동성이 커지는 가운데, 반도체와 배터리 소재를 둘러싼 글로벌 공급망 재편이 한창입니다. 특히 미국의 배터리 정책 강화로 한국과 일본 기업들의 미국 내 생산 확대가 더욱 절실해졌습니다.
Copper futures jumped 1.6% to $13,465/ton following U.S.-Iran tensions, while European benchmark gas rose 2% to €50.17/MWh. With H1 2026 Chinese EV sales down 13%, only BYD, Xiaomi, and Leapmotor remain profitable. Semiconductor supply chains are undergoing structural restructuring amidst rising geopolitical tension.
Oil prices fell over 1% despite OPEC+ extending production cuts, while China’s 13% drop in H1 EV sales is fueling global battery supply chain uncertainty. Meanwhile, the restructuring of the U.S. semiconductor supply chain is accelerating, and U.S. tariff policy has emerged as a key variable for copper prices.
Oil prices jumped over 2.5%, offsetting last week's OPEC+ production cuts, while copper remained flat on demand fears and ExxonMobil projected a $5 billion Q2 profit boost from Iran-related tensions.
OPEC+의 증산 결정으로 유가가 1% 이상 하락했으나, 국제 해운업계는 성수기 조기 진입으로 운임 상승 압박을 받고 있습니다. 반도체 전력 칩 부족 현상 또한 심화되는 추세입니다.
Copper prices are holding firm as US-Iran peace talks ease fears over Strait of Hormuz supply, while Mercedes-Benz has halted GLC production due to battery and wiring shortages, and China has cut fuel prices amid a cooling crisis.
중동 긴장 완화로 유가와 구리가 미세한 조정세를 보이는 가운데, 중국 배터리 업체들이 공급망 자금난을 해결하기 위해 납품업체 결제 기한을 60일로 단축했습니다. 반면, 글로벌 반도체 공급 부족에 따른 가격 인상과 지정학적 리스크로 인한 공급망 재편은 더욱 빨라지고 있습니다.
Increased supply pushed oil to a four-month low, while copper futures climbed 1% and AI chip demand is bottlenecking global shipping capacity.
Oil prices are hovering near $110 a barrel as Middle East supplies increase. Meanwhile, tungsten export controls are putting a strain on the semiconductor and defense industries, while Power-Win is seeing growth through expanded battery recycling efforts.
Crude oil prices are hovering near four-month lows on hopes for smoother transit through the Strait of Hormuz, while the global EV battery industry faces cobalt supply chain risks. Additionally, China has detained two Japanese nationals on charges of smuggling rare earth materials, signaling stricter supply chain controls.
인도 국영 석유가스공사(ONGC)가 천연가스 중심의 사업 전환을 선언하며 글로벌 에너지 구조 변화를 예고했습니다. 한편, 연간 전기차 판매가 2,300만 대에 육박하면서 배터리 물류 인프라 투자가 탄력을 받고 있습니다. 중동 내 긴장 완화 신호에도 불구하고 원자재 공급망 안정까지는 상당한 시간이 소요될 전망입니다.
Today’s market highlights include WTI crude rising to $77.54 (+1.23%), DHL breaking ground on a new Dutch battery logistics hub, and ongoing major projects to secure copper supplies.
Copper prices rose as lower oil eased inflation fears, but Indian electronics makers are hitting supply snags due to the Middle East shipping crisis. Meanwhile, Japan is assessing the impact of the Ichthys LNG strike in Australia.
A US-Iran peace deal has sent oil prices down by $4 and gold up over 2%, while Indian electronics manufacturers struggle with component shortages due to Gulf shipping issues. Meanwhile, Korean battery equipment makers are accelerating the expansion of the EV supply chain in India.
Nickel prices are fluctuating between $18,500 and $19,250/ton due to Indonesian mining cuts and Chinese sulfuric acid export bans. Lithium carbonate has rebounded to over $25,000/ton, signaling a tighter market by Q4. Meanwhile, DHL Group has made a major investment to bolster its new energy logistics capabilities.
Nickel prices held between $18,500 and $19,250/ton in mid-June as reduced Indonesian mining licenses and Chinese sulfate export bans squeezed supply. Chery, Ceva Logistics, and CMA CGM signed an MOU to boost automotive logistics, while the EU is pushing a €1.5B loan and "Made in Europe" incentives to narrow the battery production gap.
The global supply chain is under intense stress, driven by concentrated semiconductor production and imbalances in battery metal supplies. Europe is rolling out a €1.5B loan and a "Made in Europe" policy to bridge its manufacturing gap, while reports suggest GM may walk away from LFP batteries in future EV models.
Copper is struggling due to macro concerns, India is facing critical EV stock shortages, and the battery metal market is projected to grow nearly threefold by 2035.
사우디아라무코의 아시아 유가 인하와 구리 반등이 눈에 띄는 가운데, 이란 전쟁의 여파로 글로벌 공급망 긴장감이 이어지고 있습니다. 니켈은 6월 들어 수급 압박이 커졌고, 배터리 소재 가격도 상승세로 돌아섰습니다.
Crude oil prices jumped over 4% due to ongoing supply disruptions in the Middle East, while shipping rates have surged as the peak season arrived two months early. Saudi Arabia has lowered its July supply prices for Asia for the second consecutive month, signaling weakening demand.
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