Shanghai Metals Market9h
What Happened in the Cobalt Market After the DRC's Export Ban? And What's Next?
On February 24, 2025, the Democratic Republic of Congo (DRC), the world's largest cobalt supplier, announced a four-month ...
Shanghai Metals Market9h
Supply and Demand Fundamentals Turn Looser, Leading to Inventory Buildup of Bauxite at Ports
According to data from March 14, the weekly domestic port arrivals of bauxite reached 4.145 million metric tons, reflecting a week-over-week increase of 256,000 metric tons. Meanwhile, the weekly ...
Shanghai Metals Market9h
Weekly Bauxite Port Departures Increase, Supply and Demand Fundamentals Turn Looser, Bauxite Port Inventory Buildup [SMM Analysis]
SMM Brief Comment: In the short term, bauxite supply may increase compared to earlier periods, and the supply and demand fundamentals of bauxite may gradually shift towards a more relaxed state. In ...
Shanghai Metals Market10h
Supply Tightness May Lead to Short-Term Fluctuations in Rare Earth Prices at High Levels [SMM Analysis]
Tight Supply May Lead to Short-Term Fluctuations in Rare Earth Prices] From the demand perspective, emerging fields such as humanoid robots and the low-altitude economy have brought new growth ...
Shanghai Metals Market11h
Short Month Hinders February Prebaked Anode Production Increase, Resumed Operations Struggle to Reverse Production Decline [SMM Analysis]
Short Month Hinders February Prebaked Anode Production Increase, Operating Recovery Fails to Reverse Output Decline] In February 2025, the production of prebaked anodes continued to decline, but ...
Shanghai Metals Market2d
【SMM Analysis】 LiPF6 production down month - on - month
In February 2025, LiPF6 production continued to fall. On the demand side, electrolyte demand declined due to the Spring Festi ...
Shanghai Metals Market2d
Li Auto scores 16.6% YoY growth in 2024 annual revenue
Li Auto recorded total revenue of RMB144.5 billion in 2024, reflecting a 16.6% increase from the previous year. Vehicle sales contributed RMB138.5 billion in the year, up 15.2% year-over-year, ...
Shanghai Metals Market2d
Green Constraints and Cost Pressure: Weekly Decline in Operating Rate of Secondary Lead Industry [SMM Analysis]
However, as the waste lead-acid battery market is in an off-season for scrapping, recyclers have limited stock on hand, and in the short term, scrap battery prices are unlikely to follow the decline ...
Shanghai Metals Market2d
Is the destocking of copper cathode due to consumption?
According to SMM data, starting from March 6, 2025, SMM mainstream copper cathode social warehouse inventories began ...
Shanghai Metals Market2d
Copper Scrap Suppliers Bullish on Future Copper Prices, Limit Shipments [SMM Secondary Copper Daily Review]
View SMM Copper Quotes, Data, and Market Analysis 》Subscribe to View Historical Price Trends of SMM Metal Spot. SMM, March 14. As of 11:30 today, the futures closing price wa ...
Shanghai Metals Market2d
High-Nickel Pig Iron Prices on Upward Trend Amid Tight Supply and Rising Demand
During the week, the market average price of SMM 8-12% high-nickel pig iron was 1001.5 yuan per nickel point (ex-factory ...
Shanghai Metals Market2d
Strong Support for High-Grade NPI; Market Sentiment Heats Up, Driving Prices Higher [SMM Analysis]
[SMM Analysis: Strong Support for High-Grade NPI, Market Sentiment Boosts Prices] During the week, the SMM 8-12% high-grade NPI weekly average price was 1,001.5 yuan/mtu (ex-factory, tax included), up ...