Metal1h
Silicon Wafer Production Reduction Leads to Rising Silicon Sludge Prices, Recycled Silicon Companies Stand Firm on Quotes [SMM Analysis]
During the National Day holiday, the price of recycled silicon from medium-frequency furnaces increased significantly compared to pre-holiday levels. The ex-factory price of 331# recycled silicon ...
Metal1h
Reasons for the Rebuilding of Domestic Copper Cathode Inventories After the National Day Holiday [SMM Analysis]
After the National Day holiday in October 2024, domestic copper cathode consumption weakened from strong levels, with the spot market showing sluggish performance and premiums dropping rapidly.
Metal1h
Delivery sources re-enter the market, lead ingot social inventory turns to drop [SMM survey]
According to SMM survey, as of October 21, the total social inventory of lead ingots in five regions was 67,500 mt, a decrease of about 600 mt compared to October 14, and a decrease of 8,400 mt ...
Metal1h
In 2024, battery scrap prices hit a record high. How do secondary lead smelters' raw material inventories compare to previous years? [SMM Analysis]
As a crucial raw material for secondary lead smelting, the supply of battery scrap is highly sensitive for enterprises. In recent years, with the increasingly evident overcapacity in secondary lead ...
Metal1h
Why has the influence of non-registered copper cathode in the market been increasing in 2024? [SMM Analysis]
In 2024, with the increase in the proportion of non-registered imports and the shift in downstream purchasing preferences, the mainstream copper trading prices in the market will also be dragged down.
Metal2h
Social inventory continues to decline; macro front still releasing positive signals [SMM Aluminum Morning Meeting Summary Oct 22]
SHANGHAI, Jul 24 (SMM) –SHFE 2308 tin contract jumped to 234,790 yuan/mt at last Friday’s night session, but then fell back rapidly, with a low at 231,500 yuan/mt before closing at 232,260 yuan/mt or ...
Metal1h
In September, China's total FeNi+NPI imports reached 737,400 mt, up 41.2% MoM [SMM Analysis]
According to customs data, in September 2024, China's total FeNi+NPI imports reached 737,400 mt, up 41.2% MoM and down 13.2% YoY. In terms of metal content, the total FeNi+NPI imports in September ...
Metal1h
What impact does the implementation of Document No. 783 have on the copper scrap market? [SMM Analysis]
The Fair Competition Review Regulations, which came into effect on August 1, 2024, have impacted the copper scrap market in several ways. What is the current market situation? In the first month of ...
Metal2h
New Policies in September May Be Delayed, Secondary Copper Rod Enterprises Prepare for Resumption of Work [SMM Analysis]
In September, the raw material inventory of secondary copper rod enterprises was 17,500 mt.
Metal2h
Fundamentals Remain Mediocre, Lead Prices May Continue to Consolidate [SMM Lead Morning Comment]
Overnight, LME lead opened at $2,065.5/mt. With fundamentals showing mediocre performance, LME lead mostly consolidated, operating between $2,065-2,085/mt. Near the close, the US dollar index surged, ...
Metal2h
Overnight, the US dollar surged, accelerating the decline of LME zinc [SMM Zinc Morning Comment Oct 22]
SHANGHAI, Jul 24 (SMM) –SHFE 2308 tin contract jumped to 234,790 yuan/mt at last Friday’s night session, but then fell back rapidly, with a low at 231,500 yuan/mt before closing at 232,260 yuan/mt or ...
Metal1h
SMM Morning Comment For SHFE Base Metals (Oct 22)
The SHFE tin prices moved downwards after a higher opening in the night session, and the spot market saw active transactions [SMM Tin Morning News Oct 22] ...