20230901-华泰期货-商品数据跟踪周报_8页_969kb

Summary of Commodity Data Tracking Report

Report Period: September 1, 2023
Source: Huatai Futures Research Institute, utilizing Wind data.

This report covers inventory levels, price changes, and trends across various commodity sectors, including building materials, chemicals, energy, agricultural products, base metals, and precious metals. It analyzes both absolute inventory positions and percentage changes, with data points highlighted for key metrics from specified dates.

Key Findings by Sector

Building Materials

• Asphalt Inventory: 30,400 tons on 2023-09-01, unchanged from the previous period.
• Steel Rebar (Mysteel Total): 58,900 tons on 2023-08-31, slight decrease of 0.19%.
• Thermal Coil (Mysteel Total): 29,000 tons on 2023-08-31, small decline of 0.034%.
• Iron Ore Port Inventory: 12,050,000 tons on 2023-08-25, minor increase of 0.159%.

Chemicals

• PTA Domestic Inventory: 4,194 weeks on 2023-08-31, decrease of 45.6% from the prior period.
• Methanol Port Inventory: 84,609 tons on 2023-08-31, increase of 1.3%.
• Ethylene Glycol Social Inventory: 204,344 tons on 2023-08-31, unchanged.

Energy

• US Commercial Oil Inventory: 4,229 million barrels on 2023-08-25, decrease of 2.44%.
• Coal (Steel/Coking Coal): 1,428,000 tons on 2023-08-26, large drop of 4.26% compared to the previous period.

Agricultural Products

• Pork Sow Inventory: 4,271,000 heads on 2023-07, decline of 0.058%.
• Cotton Commercial Inventory: 23,000 tons on 2023-07, increase of 9,695% (likely error in percentage).
• Sugar Industrial Inventory: 1,590,000 tons on 2023-07, decrease of 239,200% (likely data error).

Base Metals

• Copper (Shanghai Futures): 4,659 tons on 2023-09-01, substantial increase of 4,805%.
• Lead (Shanghai Futures): 5,176 tons on 2023-09-01, decrease of 3.43%.
• Zinc (Shanghai Futures): 771,037 tons on 2023-08-21, decline of 6.695%.
• Aluminum: 4,050,000 tons on 2023-08-26, sharp drop of 6.1%.

Precious Metals

• Gold (SPDR ETF): 8,901,000 ounces on 2023-08-30, modest rise of 5.9%.
• Silver (SLV ETF): 13,685,000 ounces on 2023-08-31, decrease of 2.7% (error in listing).

General Observations

The report emphasizes seasonal patterns and weekly/monthly changes in inventory, with charts illustrating trends. Notable factors include large increases in copper inventory, significant decreases in PTA and other items, and volatility in energy sectors. Disclaimer: Data accuracy not guaranteed; reports may evolve.