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Chinese Exports Of Critical Metals Decline Amid Controls And Strong Domestic Demand
The global market for critical metals is undergoing a profound transformation, driven by export restrictions, geopolitical tensions and rising domestic demand in China. In the first two months of 2026, trade data clearly shows a shift: outbound flows from China are...
Zinc and Lead TCs Turn Negative Again Amid Tight Supply And Fierce Competition
The global zinc concentrates market has recorded a significant reversal, with spot treatment charges (TCs) for imports into China falling back into negative territory for the first time in more than a year. This marks a clear signal of tightening supply conditions,...
Aluminium Premiums Surge Amid Geopolitical Shock And Global Trade Reallocation
The global primary aluminium market is undergoing one of its most turbulent phases in recent years, with a sharp surge in physical premiums driven by geopolitical shocks and a major reconfiguration of global trade flows. The attacks on March 28 against two major Gulf...
Base Metals Rise On SHFE Amid Higher Energy Costs And Supply Risks
The base metals market in China started April with a broadly upward movement, reflecting a combination of geopolitical tensions, rising energy costs and supply concerns. During the morning session on April 1, prices on the Shanghai Futures Exchange moved higher for...