Morning Meeting Notes] China's policy package has been rolled out intensively. Q3 GDP grew 4.5% YoY, beating expectations of 4.4%. PBoC Governor Pan Gongsheng announced at the ...
As of Oct 21, the social inventory of 6063 aluminum billets in the two regions tracked by SMM stood at the 90,000 mt level, continuing to decline from the previous trading day, ...
SMM analysis indicates that the global aluminum market will shift from a tight balance to a surplus in 2027, driven by high profits and increased ex-China capacity, particularly in ...
Lead Fundamentals Moderate but Futures and Spot Prices Diverge] The National Development and Reform Commission (NDRC) stated that incremental policies will ...
SMM Aluminum Billet Inventory] As of October 21, SMM 6063 aluminum billet inventory across two major consumption sites was in the 90,000-tonne range, down for a seventh straight session, ...
Aluminum alloy imports recovered and exports surged in September, while aluminum scrap imports rose MoM] Overnight, the aluminum alloy 2612 contract ...
LME Inventory Continues to Increase, LME Zinc Maintains Rangebound Trading] Overnight, LME zinc opened at $3,725.5/mt. In early trading, LME zinc consolidated ...
In September 2026, China's lithium hydroxide imports reached 7,406.80 tons, up 44.8% MoM, while exports surged to 10,007.17 tons, a 109.0% MoM increase. This shift resulted in a net export ...
Silicone imports and exports up MoM, down YoY in September] Customs data shows that on the export side, China's exports of primary-form polysiloxane (silicone) reached 41,700 mt in September ...
According to SMM statistics, as of October 16, in-plant inventory of aluminum rods stood at 8.92 days, down 1.41 days week on week; the inventory ratio fell sharply by 24.76 percentage points ...
The average imported iron ore margin in China widened to 11.52 yuan/mt, driven by higher port spot prices. Global shipments ...
SMM Analysis] BHP's Q1 FY2027 production dropped sharply by 19%, but its FY2027 guidance remains unchanged. Why is that?
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