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Chinese Zinc Concentrate Imports: All-Time Record Amid Winter Inventories and Negative Arbitrage
In November, China recorded a new all-time high in zinc concentrate imports, confirming the country's central role in the global metal market. According to the latest data released by the General Administration of Customs (GACC), incoming volumes reached unprecedented...
Base Metals at SHFE: Bearish Pressure Amid Speculative Cooling and Mixed Signals from Fundamentals
The morning session on Wednesday, December 30, at the Shanghai Futures Exchange (SHFE) opened on a cautious note. Most base metals posted declines, reflecting a gradual easing of speculative sentiment among market participants after recent bouts of volatility. At...
Ocean Freight Rates Between Asia, the United States, and Europe: An Unstable Balance Between Capacity Cuts and Geopolitical Risks
The fourth quarter continues to be a volatile one for transpacific ocean freight rates, with weekly fluctuations reflecting a market that remains fragile but is carefully guided by carriers' strategies. Over the past week, rates to the US West Coast rose 8%,...
A First Quarter of 2026 Amid Physical Tension and Regulatory Uncertainty
The European secondary aluminum and scrap market is preparing to face the first quarter of 2026 in a complex environment, marked by limited physical availability, regulatory uncertainty, and structural changes in international trade flows and carbon pricing. According...