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Strait of Hormuz disruptions and Iran tensions are driving up aluminum prices and premiums. Aluminium Bahrain and Qatalum have cut output, while feedstock is tight. Rerouting via Port of Sohar or Saudi ports raises costs and delays. Buyers are turning to China, India, Russia, Canada, and scrap to offset risk. Prolonged disruption could reduce Middle East market share and reprice it as higher-risk supply.

Mar 24, 2026 17:22

What Could Change if Middle East Aluminum Trade Reroutes—and Supply Becomes Substitutable

China’s Silver Ingot Imports Hit Multi-Year High in February 2026, Reshaping Supply-Demand Landscape

The latest customs data showed that in February 2026, China’s imports of unwrought silver ingots with a purity of no less than 99.99% reached 206.76 mt, up 499% MoM and surging 5,910% YoY to a multi-year high. The rare opening of the import window drove significant changes in the supply-demand pattern of the domestic silver ingot market.

Mar 25, 2026 17:51

Soaring Rare Earth Ore Imports in Jan-Feb 2026 & Falling Demand Exacerbate Oversupply [SMM Analysis]

[SMM Analysis:Rare Earth Ore Imports Surge in Early 2026, Exceeding Demand and Causing Surplus] According to the latest data from the General Administration of Customs, from January to February 2026, China’s imports of mixed rare earth carbonate were about 3,013.7 mt, up 321% YoY. Over the same period, imports of unlisted rare earth oxides were about 12,860.4 mt, also posting a sharp increase of 209% YoY.

Mar 24, 2026 10:24

[SMM Analysis] 2026 Sodium-Ion Battery Competitive Landscape: Na‑ion Pioneers vs Lithium Battery Giants

In 2026, the correction in lithium carbonate prices drove up lithium battery production costs. Coupled with uncertainties in lithium resources supply, cost pressure across the new energy industry became increasingly prominent. Leveraging the advantages of abundant sodium resources, balanced distribution, and controllable costs, sodium-ion batteries have leapt from being a “backup option” for lithium batteries to a key direction for industry breakthrough...

Mar 20, 2026 15:00

[SMM Analysis] Sulfur Market: Supply Contraction & New Energy Surge Keep 2026 Tight.

In 2025, the sulfur market experienced wild swings under the dual impact of multiple supply-side contractions and the rapid release of demand from the new energy sector, with prices rising by more than 200 over the year. Looking ahead to 2026, the tight supply-demand landscape is expected to persist.

Mar 24, 2026 16:24

After the Chinese New Year holiday, China’s aluminum market continued to see an inventory buildup, with social inventory rising लगातार and repeatedly hitting highs for recent years. However, as the traditional peak consumption season gradually got underway, downstream pickup enthusiasm rebounded, pressure from aluminum ingot backlogs eased significantly, and the pace of inventory buildup has already shown signs of slowing...

Mar 22, 2026 23:24

Silver has seen one of the sharpest pullbacks in recent years within just a few weeks. From the high of US$97.30 on March 2, the price fell to US$61.21 by March 23, losing around 37%. For the market, this was an abrupt break from the previous momentum.

Niobium Prices Rise Then Fall in 2025, Supply-Demand Dynamics Reshape Market Pattern [SMM Survey]

["The Niobium Price in 2025 Rises First Then Falls, Supply-Demand Logic Reshapes Market Pattern"] In 2025, the niobium price experienced a volatile trend of rising first, then falling, and later stabilizing. Geopolitical conflicts initially triggered sentiment-driven surges, but subsequent changes in the global supply-demand pattern and fluctuations in downstream demand led prices back to rationality. A slight tightening in supply toward the year-end has generated expectations of short-term adjustments. The industry exhibits significant characteristics of concentrated upstream resources and differentiated downstream demand.

Jan 14, 2026 16:09

Bensteel Group Machinery Company (Hengtong) Ferroniobium Purchase Tender

Dec 19, 2025 14:01

Angang Heavy Machinery Roll Company 2512 Ferroniobium Sand Purchase Tender

Dec 16, 2025 14:53

Anggang Lianzhong (Guangzhou) Stainless Steel Co., Ltd. Procurement Department Raw Material Office Ferroniobium Procurement Tender

Nov 5, 2025 14:01

Guangxi Yusheng Germanium Industry Today Announced the Resumption of Germanium Product Production and Price Adjustments [SMM Report]

Sep 30, 2025 10:52

Yunnan Luoping Zinc & Electricity Tendered for Germanium Concentrates Today [SMM Report]

Sep 17, 2025 15:08

Guangxi Yusheng Germanium Industry Scheduled Maintenance Shutdown Today [SMM Report]

Tender Notice for Concentrated Procurement of Ferroniobium in August 2025 by Units Including Hongyu New Materials Company of JISCO Group

Jul 21, 2025 09:39

Tender Notice for Concentrated Procurement of Low-Nitrogen Niobium Iron by JISCO Stainless Steel Branch in August 2025

Jul 21, 2025 09:10

As H2 approaches, there are still significant differences in the germanium market [SMM Weekly Review of Germanium Market]

Jul 4, 2025 10:22

Luni reaffirms its status as a world-class niobium mine

Jul 3, 2025 15:06

High-grade ore bodies discovered at the Eyrelon niobium mine in Western Australia

Jul 3, 2025 14:54

Guangxi Yusheng Germanium Industry publicly tendered for germanium products today [reported by SMM]

Jul 3, 2025 10:00

Intense battle between bulls and bears in germanium market, with intensified game over future direction [SMM Weekly Review of Germanium Market]

Jun 27, 2025 14:11

What Could Change if Middle East Aluminum Trade Reroutes—and Supply Becomes Substitutable

Mar 24, 2026 17:22

China’s Silver Ingot Imports Hit Multi-Year High in February 2026, Reshaping Supply-Demand Landscape

Mar 25, 2026 17:51

Soaring Rare Earth Ore Imports in Jan-Feb 2026 & Falling Demand Exacerbate Oversupply [SMM Analysis]

Mar 24, 2026 10:24

[SMM Analysis] 2026 Sodium-Ion Battery Competitive Landscape: Na‑ion Pioneers vs Lithium Battery Giants

Mar 20, 2026 15:00

[SMM Analysis] Sulfur Market: Supply Contraction & New Energy Surge Keep 2026 Tight.

Mar 24, 2026 16:24

Aluminum Inventory Buildup in China Slows Down, Turning Point to Emerge in Late March [SMM Analysis]

Mar 22, 2026 23:24

Silver crash as an opportunity? What supports the second half of the year after the 37% drop

Common.Time.hoursAgo

US Department of National Defense Invests in Canadian Company to Expand Germanium Refining Capacity

Feb 4, 2026 18:37

Guangxi Yusheng Germanium Industry publicly tendered for 300 kg of zone-refined germanium ingots on the 28th [SMM Report].

Jan 28, 2026 17:39

Niobium Prices in 2025 Rally Then Retreat as Supply-Demand Dynamics Reshape Market Landscape [SMM Analysis]

Jan 14, 2026 16:29

Niobium Prices Rise Then Fall in 2025, Supply-Demand Dynamics Reshape Market Pattern [SMM Survey]

Jan 14, 2026 16:09

Bensteel Group Machinery Company (Hengtong) Ferroniobium Purchase Tender

Dec 19, 2025 14:01

Angang Heavy Machinery Roll Company 2512 Ferroniobium Sand Purchase Tender

Dec 16, 2025 14:53

Anggang Lianzhong (Guangzhou) Stainless Steel Co., Ltd. Procurement Department Raw Material Office Ferroniobium Procurement Tender

Nov 5, 2025 14:01

Guangxi Yusheng Germanium Industry Today Announced the Resumption of Germanium Product Production and Price Adjustments [SMM Report]

Sep 30, 2025 10:52

Yunnan Luoping Zinc & Electricity Tendered for Germanium Concentrates Today [SMM Report]

Sep 17, 2025 15:08

Guangxi Yusheng Germanium Industry Scheduled Maintenance Shutdown Today [SMM Report]

Sep 1, 2025 09:42

JISCO Stainless Steel Branch 2025 September Low Nitrogen Ferroniobium Concentrated Procurement Tender Notice

Aug 22, 2025 17:21

JISCO Group Hongyu New Materials Company and Other Units' September 2025 Ferro-Niobium Concentrated Procurement Tender Announcement

Aug 22, 2025 17:19

Panchangte's Open Inquiry and Comparison Procurement Tender for Molten Niobium in August 2025

Aug 8, 2025 17:39

Tender Notice for Concentrated Procurement of Ferroniobium in August 2025 by Units Including Hongyu New Materials Company of JISCO Group

Jul 21, 2025 09:39

Tender Notice for Concentrated Procurement of Low-Nitrogen Niobium Iron by JISCO Stainless Steel Branch in August 2025

Jul 21, 2025 09:10

As H2 approaches, there are still significant differences in the germanium market [SMM Weekly Review of Germanium Market]

Jul 4, 2025 10:22

Luni reaffirms its status as a world-class niobium mine

Jul 3, 2025 15:06

High-grade ore bodies discovered at the Eyrelon niobium mine in Western Australia

Jul 3, 2025 14:54

Guangxi Yusheng Germanium Industry publicly tendered for germanium products today [reported by SMM]

Jul 3, 2025 10:00

Intense battle between bulls and bears in germanium market, with intensified game over future direction [SMM Weekly Review of Germanium Market]

Jun 27, 2025 14:11

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