Willem Middelkoop, founder of the Commodity Discovery Fund, is one of the first to pay attention to the Russian Central ...

On the fundamental front, the aluminum cost side saw a slight weekly increase of 65 yuan/mt to 16,615 yuan/mt due to the rise in spot alumina prices. However, based on current aluminum prices, smelter ...

Heatwave Hits, Smelters' Hidden Costs Rise, Magnesium Prices Gain Stronger Bottom Support] Since July, the heatwave has swept across most parts of the country, driving electricity consumption to ...

Additionally, lithium carbonate main contract rose 2.47%, silicon metal main contract increased 0.75%, and polysilicon main contract surged 7.49%, marking 12 consecutive gains and hitting a record ...

According to SMM, as of July 17, the total social inventory of lead ingots across five regions reached 69,000 mt, an increase of 7,900 mt from July 10 and 5,600 mt from July 14. This week, the SHFE ...

As of Thursday, July 17, copper inventories in SMM's mainstream regions across China decreased by 4,300 mt from Monday to 143,300 mt, and slightly decreased by 400 mt compared to last Thursday. Weekly ...

Macro side, the US core CPI for June released this week met expectations, with mild inflation data briefly boosting simultaneous gains in US stocks and bonds. Driven by delayed expectations for US Fed ...

Review: EMM Prices Remain Stable with Strong Reluctance to Budge on Prices in the Market] The average spot price of EMM in major production areas is 13,500-13,600 yuan/mt, unchanged MoM; the average ...

On July 16, 2025, Rio Tinto released its production and sales report for Q2. In terms of production: In Q2, the Pilbara operations produced 83.7 million mt of iron ore, up 20% MoM and 5% YoY. In terms ...

Market Confidence Boosted, Pr-Nd Prices Rise Significantly] Currently, rare earth market prices have risen significantly, mainly concentrated in the light rare earth market. The auction sales results ...

SMM Analysis] In H1, uncertainties in trade policies from a macro perspective, particularly the expected US tariffs, became a key force stirring the market. Meanwhile, the divergence in the global ...

According to the latest news, on July 14 local time, the US Department of Commerce's Bureau of Industry and Security (BIS) published two important documents in the Federal Register, officially ...