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

[SMM Analysis: 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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Futures Market Fluctuates with a Slight Uptrend, Spot Premiums/Discounts Maintain Fluctuating Trend] The mainstream transactions of 0# zinc in Guangdong ranged from 21,990 to 22,130 yuan/mt. The ...

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 ...

Konkola Copper Mines (KCM) said on Wednesday that the smelter would undergo a "complete shutdown and renovation" to "restore structural integrity and improve efficiency." Although the company aims to ...