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Lead Rises On SHFE: Chinese Stocks Down 47% As Battery Demand Comes Into Focus
Lead returns to the forefront of Asian trading in a base-metals market that continues to show mixed directions. At 10:30 a.m. Shanghai time on October 27, 2026, the December SHFE lead contract was trading at 16,280 yuan per tonne, up 1.28% from the previous day’s 3:00...
Copper TCs At Minus $281: The 2027 Benchmark Divides Mines And Smelters
The copper concentrates market has entered a period of strain that calls into question the traditional balance between mines and smelters. During October LME Week, participants discussed not only how low treatment charges should be in 2027 but whether a single annual...
Aluminium, Japanese Port Inventories Fall 9.5%: MJP Premium Holds, But 2027 Remains Uncertain
Japan’s primary aluminium market is once again facing the problem of physical availability. At the end of September 2026, inventories at the country’s main ports stood at around 223,200 tonnes, down from 246,600 tonnes one month earlier. The decline of 23,400 tonnes,...
US Port Fees On Chinese-Linked Vessels, Extension Proposed Until January 2027: Effects On Metals And Coal
Washington proposes to keep port fees on China-linked vessels suspended for a further two months. The USTR initiative, made public on October 23, 2026, would move the deadline to January 9, 2027, immediately easing the risk of new costs for US metals and coal exports....