Metal23h
Copper Cathodes Export Window Rapidly Open： How Does the Environment Differ from 2024?
The import margin for  copper cathodes has rapidly deteriorated. By February 21, the import loss for the SHFE CU2503 contract ...
Metal21h
Beilun Port Dashie Terminal Renovation Will Cause Container Congestion During the Construction Period [SMM Secondary Copper Daily Review]
The price of secondary copper raw material rose by 100 yuan/mt MoM today. The price of Guangdong bare bright copper was 70,900-71,100 yuan/mt, up 100 yuan/mt from the previous trading day. The price ...
Metal23h
How Will the Continued Investment in Ultra-High Voltage in 2025 Contribute to Zinc Consumption? [SMM Analysis]
How Will Ultra-High Voltage Investment Continue to Contribute to Zinc Consumption in 2025?] In 2024, the headquarters of the State Grid Corporation of China is expected to conduct ultra-high voltage ...
Metal21h
How Has the Resumption Progress of Lead-Acid Battery Enterprises Been Since Chinese New Year? [SMM Analysis]
How Has the Resumption Progress of Lead-Acid Battery Enterprises Been Since the Chinese New Year?] It has been three weeks since the Chinese New Year holiday, and major lead-acid battery enterprises ...
Metal20h
Lead Market: The Tug-of-War Between Cost Support and Weak Consumption [SMM Analysis]
The Game Between Cost Support and Bearish Consumption in the Lead Market] SMM, February 21: Due to the accelerated resumption of production at secondary lead smelters after the holiday, the demand for ...
Metal23h
Changes in Operating Rates of Various Downstream Sectors of Silicon Metal in Late February [SMM Analysis]
Changes in Operating Levels of Various Downstream Sectors of Silicon Metal in Late February] Polysilicon: Weekly polysilicon production in February showed a slight increase. During the week of 2.17-2.
Metal23h
The Two Sessions Are Expected to Drive Recent Iron Ore Prices to Fluctuate at High Levels [SMM Commentary]
Dalian iron ore futures continued to fluctuate upward, with the most-traded I2505 contract closing at 838.5 yuan/mt, up 1.51% for the day. Traders actively sold cargoes, while some steel mills locked ...
Metal23h
This Week SHFE Copper Declined, Inventory Buildup Trend May Slow Down, Clearer Direction for Copper Market Awaits "Wind" [SMM Commentary]
Richard Horrocks-Taylor, Global Head of Metals and Mining at Standard Chartered Bank, stated that by 2050, global economic demand for copper could exceed current production by 80%-90%, with annual ...
Metal22h
Rare Earth Prices Jump Initially and Then Pull Back: Is There Still Room for Further Increases? [SMM Analysis]
Rare Earth Prices Jumped Initially and Then Pulled Back, Is There Still Room for Further Increases?] This week, rare earth prices experienced significant fluctuations overall. Starting from the 17th, ...
Metal21h
Gasgoo Daily: NIO's ONVO names second model 'ONVO L90'
NIO's ONVO brand has revealed the name of its second model, the ONVO L90. This large SUV, designed for families, features a three-row seating layout and is set to debut in the second quarter this year ...
Metal23h
Daily Alumina Profit Margins Narrowed to Around 100 Yuan/mt; Shanxi and Henan Alumina Capacity Using Imported Ore Faces Losses [SMM Analysis]
As of February 21, according to SMM's daily cost-profit model calculations, the full cost of alumina production was approximately 3,244 yuan/mt, down 152 yuan/mt from 3,396 yuan/mt at the beginning of ...
Metal1d
Zinc Smelters Are Expected to Turn "Profitable": What About Future Processing Fees? [SMM Analysis]
What About Future Processing Fees?] As of February 21, domestic zinc concentrate TCs rose to 2,750 yuan/mt (metal content), ...