Metal2m
Secondary Lead Enterprises See Increase in Production Data, Cost Support May Extend Lead Price Consolidation Trend [SMM Lead Morning Meeting Summary]
Increase in Secondary Lead Production Data May Sustain Lead Price Consolidation Due to Cost Support] The spread between futures and spot prices for lead widened WoW. Even after the delivery of the ...
Metal4m
Insufficient Release of Downstream End-Use Demand Puts Pressure on Nickel Prices. [SMM Nickel Morning Meeting Summary]
Meeting Summary] Last week, nickel prices overall fluctuated downward, with spot prices ranging between 123,200-127,300 yuan/mt, while SHFE nickel futures prices fluctuated between 123,300 yuan/mt and ...
Metal4m
Lead-Acid Battery Traditional Off-Season Is Expected to Arrive, Bulls Reduce Positions, SHFE Lead Closed Lower Overnight [SMM Lead Morning News]
Brief: Traditional Off-Season for Lead-Acid Batteries Expected, Bulls Reduce Positions, SHFE Lead Closed Lower Overnight] SMM, February 24: Last Friday, LME lead opened at $2,000/mt, fluctuated ...
Metal11m
Lithium Battery Recycling Expected to Reach 470,000 mt of Scrap by 2025: How Can Industry Standards Be Rectified?
Scrap Lithium Battery Recycling Expected to Reach 470,000 mt by 2025: How Can Industry Standards "Restore Order"?】With policy refinement, technological breakthroughs, and industry chain integration, ...
Metal15m
Polysilicon Inventory Is Expected to Continue Rising, While New Glass Order Prices Show an Upward Trend [SMM Silicon-Based PV Morning Meeting Summary]
In February, polysilicon production schedules slightly declined due to the impact of calendar days. In March, one enterprise is expected to undergo maintenance, but with the increase in calendar days, ...
Metal21m
Fed Chairman Jerome Powell Reiterates No Rush to Cut Interest Rates; SHFE Tin Prices May Hover at Highs [SMM Tin Morning Meeting Notes]
Fed Chairman Powell Reiterates No Rush to Cut Interest Rates, SHFE Tin Prices May Hover at Highs】 Macro internationally, Fed Chairman Powell reiterated no rush to cut interest rates. US Treasury ...
Metal26m
Market Concerns Over Supply Intensify, SHFE Tin Prices Rebound From Lows and Trend Upward [SMM Tin Morning Brief]
In the early stages, market concerns over supply intensified, and SHFE tin prices climbed upward from a low level [SMM Tin Morning Brief]. Last week, the SHFE tin futures market experienced a ...
Metal28m
Fluctuating Trend Remains Unchanged, SHFE Zinc Records a Bullish Candle [SMM Zinc Morning Comment]
Comment] Last Friday, Russia might agree to use $300 billion in frozen funds to rebuild Ukraine; the White House stated that Trump is confident in completing negotiations on the Russia-Ukraine ...
Metal34m
International Tensions Ease, LME Zinc Records a Bullish Candle [SMM Morning Meeting Summary]
International Tensions Show Signs of Easing, LME Zinc Records a Bullish Candle] Last Friday, LME zinc opened at $2,917.5/mt. At the beginning of the session, LME zinc edged upward, reaching a high of ...
Metal37m
Affected by Macro Expectations, LME Copper and SHFE Copper Showed Different Performances Last Friday Night [SMM Copper Morning Comment]
Impacted by Macro Expectations, LME Copper and SHFE Copper Showed Divergent Performances Last Friday Night] Macro side, as investors consolidated positions ahead of the weekend, expecting more ...
Metal14h
NEV Production and Sales Growth in January 2025: Impact on the Rare Earth Industry [SMM Analysis]
[SMM Analysis: Impact of January 2025 NEV Production and Sales Growth on the Rare Earth Industry] Recently, data released by CAAM showed that in January 2025, China's NEV production and sales reached ...
Metal14h
Macro Risk-Averse Sentiment Suppresses Further Rise in Copper Prices, Frequent Fluctuations in Overseas Market During the Week [SMM Analysis]
SMM Analysis] This week, on the macro front, US January retail sales data fell short of expectations, and news of Trump proposing an expansion of tariff scope sparked market concerns over a trade war, ...