Tongling Nonferrous Metals Group: The Phase II expansion project of the Mirador copper mine is progressing normally as planned, with heavy-load commissioning scheduled for July

Congo Begins New Chapter in Localized Mineral Refining, Chinese Enterprises Face New Challenges and Opportunities

Truchum Advanced Materials: H1 net profit expected to increase by 42.35%-72% YoY, production and sales scale, and operating revenue continue to maintain steady growth

[SMM Weekly Manganese Ore Review] Spot price of manganese ore rises slightly, market sentiment positive

As of this Friday, in northern ports: Australian lump ore was priced at 39.5-40 yuan/mtu, unchanged from last Friday; Australian seed ore was priced at 36-37 yuan/mtu, unchanged from last Friday; South African semi-carbonate ore was priced at 33.8-34.3 yuan/mtu, up 0.59% WoW from last Friday; Gabonese ore was priced at 37.8-38.8 yuan/mtu, unchanged from last Friday; South African high-iron ore was priced at 29.3-29.6 yuan/mtu, unchanged from last Friday. In southern ports: Australian lump ore was priced at 39.5-40 yuan/mtu, unchanged from last Friday; Australian seed ore was priced at 35.5-36 yuan/mtu, unchanged from last Friday; South African semi-carbonate ore was priced at 33.9-34.4 yuan/mtu, unchanged from last Friday; Gabonese ore was priced at 38.8-39.3 yuan/mtu, up 0.77% WoW from last Friday; South African high-iron ore was priced at 28.5-29 yuan/mtu, unchanged from last Friday. The futures market for SiMn was bullish this week...

MMi Daily Iron Ore Report (July 11)

[SMM Coke & Coal Analysis] Downstream purchasing enthusiasm has increased, and cost support is strong. Coke prices may rise next week.

[Downstream purchasing enthusiasm has increased and cost support is strong. Coke may see a price hike next week.] Looking ahead, there is an expectation of a round of coke price hikes, while coking coal prices also have room to rise, which may reduce the effectiveness of coke enterprises' profit repair. It is expected that coke enterprises may turn losses into profits next week and have a certain level of profit.

Silver prices rose rapidly on Friday, and the expected catch-up rally in silver prices was realized [SMM Analysis]

Analysis, Review, and Outlook of the Phosphorus Chemical Industry in H1 2025

[SMM Rebar Daily Review] Strong sentiment drives up spot price, while weak industry reality limits upside potential

[SMM Rebar Daily Review: Strong Sentiment Drives Up Spot Price, Weak Industry Fundamentals Limit Upside Potential] This week, rebar prices fluctuated and rose, with the nationwide average price at 3,166 yuan/mt, up 47.5 yuan/mt MoM.

[SMM Analysis] The voice against "rat race" competition grows louder, cell prices start to rise

Recently, the central government has made frequent statements, solemnly pointing out the issues of overcapacity and disorderly competition in the PV industry, and explicitly calling for an acceleration in the exit of overcapacity from the market. In response to the policy direction, the polysilicon, wafer, and cell sectors have initiated coordinated price increases.