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Exclusive analysis articles with the latest market updates, and real-time news feeds.

China Puts EU Entities in Export Control Watchlist, Targeting Rare-Earth Supply Chains【SMM Analysis】
On July 24, 2026, China's Ministry of Commerce (MOFCOM) issued Announcement No. 30 of 2026, placing 14 EU-based entities—including Lafert S.p.A., Rheinmetall AG, InPACT S.A., and Vigo Photonics S.A.—on the Export Control Watchlist. The announcement, made under the Export Control Law of the People's Republic of China and the Regulations on Export Control of Dual-Use Items, mandates
Jul 29, 2026 19:06
China Puts EU Entities in Export Control Watchlist, Targeting Rare-Earth Supply Chains【SMM Analysis】
U.S. Tightens Access for New Connected Inverters: What is the impact to the current Market? [SMM Analysis]
U.S. Tightens Access for New Connected Inverters: What is the impact to the current Market? [SMM Analysis]
On July 28 local time, the U.S. Federal Communications Commission updated its Covered List to include foreign-produced advanced robotic devices and connected power inverters. Under the new rules, models that have not yet secured FCC equipment authorization will be barred from the U.S. market, while previously authorized models are not immediately affected. In this situation, what is the impact to the current market players?
Jul 29, 2026 16:48
[SMM Analysis] South Korea Plans Tighter Copper Scrap Export Declarations—Could Asian Trade Flows Shift?
[SMM Analysis] South Korea Plans Tighter Copper Scrap Export Declarations—Could Asian Trade Flows Shift?
[SMM Analysis: South Korea Plans Tighter Copper Scrap Export Declarations—Could Asian Trade Flows Shift?] South Korea plans to require export declarations for ferrous and non-ferrous scrap from 2027. The move targets misdeclaration rather than restricting legal trade. With China, Malaysia and Thailand taking 95.86% of 2025 exports, impacts should be limited for compliant high-grade cargoes but greater for mixed and complex scrap.
Jul 29, 2026 16:31
[SMM Analysis] CBAM Costs Are Taking Effect, Verification Capacity Lags: What Stainless Steel Exporters Need to Know
[SMM Analysis] CBAM Costs Are Taking Effect, Verification Capacity Lags: What Stainless Steel Exporters Need to Know
Rising compliance costs, a verification bottleneck, and tightening EU import quotas combine to reshape the competitive landscape for Asian stainless steel suppliers in Europe from 2026 onward. The EU CBAM entered its definitive implementation phase on January 1, 2026 — transitioning from a reporting exercise into a mechanism with real trade cost implications.
Jul 29, 2026 13:53
[SMM Analysis] China’s New Lithium Battery Consumption Tax: Impacts on Recycled Resources Sector
[SMM Analysis] China’s New Lithium Battery Consumption Tax: Impacts on Recycled Resources Sector
Announcement No. 20 of 2026 has officially come into effect, clarifying that China will resume levying consumption tax on lithium-ion batteries from September 1, 2026. The policy adopts a tiered tax rate mechanism: the period from September 2026 to August 2027 will serve as a policy transition period, with the consumption tax rate applied at 2%; from September 1, 2027, the rate will be officially raised to 4%.
Jul 28, 2026 14:26
[SMM Analysis] Why is India Emerging as Active Buyer in Global Copper Scrap Market?
[SMM Analysis: Why Can India Sustain High Bids for Overseas Copper Scrap?] India’s copper scrap imports are rising as domestic supply fails to meet growing demand from power grids, cables and manufacturing. Zero basic customs duty, flexible processing, lower treatment costs and freight advantages support higher bids. However, tight global supply and elevated payabilities may continue to squeeze margins.
Jul 27, 2026 15:45
Indonesia Reportedly Detained an Alumina Cargo Over Rare Earths. Here's What the Regulations Actually Say
An alumina shipment reportedly detained by Indonesian customs has drawn attention to the potential regulatory implications of rare earth elements detected in alumina. Leaving questions over how these frameworks may apply in cases involving detectable REE content in otherwise compliant alumina.
Jul 27, 2026 15:22

Latest News

China's Primary Lead Output 7.44% MoM in July 2026, Driven by Smelter Resumptions
China's Primary Lead Output 7.44% MoM in July 2026, Driven by Smelter Resumptions
Jul 31, 2026 21:47
China Secondary Lead Smelter Sees Stable Output, Possible August Suspension Due to Maintenance
China Secondary Lead Smelter Sees Stable Output, Possible August Suspension Due to Maintenance
Jul 31, 2026 21:23
East China Secondary Lead Smelter Halts Production, No August Restart Planned
East China Secondary Lead Smelter Halts Production, No August Restart Planned
Jul 31, 2026 21:23
East China Secondary Lead Smelter Suspends Production, Resumes Aug 20 with Focus on Long-Term Contracts
[Secondary Lead Production Update] A secondary lead smelter in east China suspended production in stages for half a month in July, resulting in limited output; it plans to resume lead production on August 20. The factory has ample inventories of raw materials and lead paste, with no finished lead inventory at present. All subsequent output will be used to fulfill long-term contracts.
Jul 31, 2026 21:23
Demand Shows No Improvement Expectations, Secondary Crude Lead Maintains a Weak Trend [SMM Secondary Crude Lead Weekly Review]
Jul 31, 2026 18:01
Refinery Losses Depress Purchasing Bids, Scrap Battery Maintains a Weak Bargaining Landscape [SMM Scrap Battery Weekly Review]
Jul 31, 2026 17:48
Lead Prices in the Doldrums amid Limited Decline in Raw Materials, Loss-making Range of Smelters Widens [SMM Secondary Refined Lead Weekly Review]
Jul 31, 2026 17:17
Smelters Hold Back from Selling at Low Prices, Spot Market Shifts from Discount to Premium [SMM Refined Lead Spot Market Weekly Review]
Jul 31, 2026 17:13
End-Use Consumption Showed No Improvement, Decline in Lead-Acid Battery Enterprises' Operating Rates Widened [SMM Lead-Acid Battery Weekly Operating Rate Comment]
Jul 31, 2026 17:13
Off-Season Demand Remains Unchanged, Downstream Enterprises Maintain Cautious Procurement [SMM Lead-Acid Battery Market Weekly Review]
Jul 31, 2026 17:12
Suppliers' inventory transfers and deliveries to warehouses increase, easing in-factory inventory pressure for primary lead enterprises [SMM Primary Lead Inventory Weekly Review]
Suppliers' inventory transfers and deliveries to warehouses increase, easing in-factory inventory pressure for primary lead enterprises [SMM Primary Lead Inventory Weekly Review]
Jul 31, 2026 17:11
SMM Primary Lead Smelter Weekly Operating Rate (July 24-30, 2026) [SMM Primary Lead Smelting Weekly Review]
SMM Primary Lead Smelter Weekly Operating Rate (July 24-30, 2026) [SMM Primary Lead Smelting Weekly Review]
Jul 31, 2026 17:10
The Tug-of-War Between Sellers and Buyers Continues, Short-Term Lead Prices Are Still Mainly Consolidating [SMM Lead Market Weekly Forecast]
The Tug-of-War Between Sellers and Buyers Continues, Short-Term Lead Prices Are Still Mainly Consolidating [SMM Lead Market Weekly Forecast]
Jul 31, 2026 17:09
Multiple Factors Fuel Inventory Growth, Expectations for Production Cuts Restrain Secondary Lead Inventory Buildup Speed [SMM Secondary Lead Inventory Weekly Review]
Jul 31, 2026 16:13
SMM Secondary Lead Smelter Weekly Operating Rate, July 24-30, 2026 [SMM Lead Weekly Review]
Jul 31, 2026 16:01
Data: SHFE, DCE market movement (Jul 31)
The following table shows the ferrous and nonferrous metals movement on the SHFE and DCE on 31 Jul , 2026
Jul 31, 2026 15:50
Bears added to positions, pressuring SHFE lead, with its center consolidating lower [Lead Brief Review]
SMM News, July 31: Today, the most-traded SHFE lead 2609 contract opened at 15,680 yuan/mt. After the open, bears added to their positions, pushing SHFE lead sharply lower, with the trading center shifting down to the 15,550-15,600 yuan/mt range...
Jul 31, 2026 15:20
Weekly Brief Review of the Lead Concentrates Market (July 27–31, 2026) [SMM Lead Concentrates Weekly Review]
Jul 31, 2026 14:56
Refinery Losses Worsen; Further Drop in Scrap Battery Purchase Price Expected
Jul 31, 2026 13:43
Secondary lead: Upstream-downstream bid-offer spread widens, secondary refined lead market trading is stagnant [SMM Lead Daily Review]
Jul 31, 2026 13:41
China Puts EU Entities in Export Control Watchlist, Targeting Rare-Earth Supply Chains【SMM Analysis】
China Puts EU Entities in Export Control Watchlist, Targeting Rare-Earth Supply Chains【SMM Analysis】
On July 24, 2026, China's Ministry of Commerce (MOFCOM) issued Announcement No. 30 of 2026, placing 14 EU-based entities—including Lafert S.p.A., Rheinmetall AG, InPACT S.A., and Vigo Photonics S.A.—on the Export Control Watchlist. The announcement, made under the Export Control Law of the People's Republic of China and the Regulations on Export Control of Dual-Use Items, mandates
Jul 29, 2026 19:06
U.S. Tightens Access for New Connected Inverters: What is the impact to the current Market? [SMM Analysis]
U.S. Tightens Access for New Connected Inverters: What is the impact to the current Market? [SMM Analysis]
Jul 29, 2026 16:48
[SMM Analysis] South Korea Plans Tighter Copper Scrap Export Declarations—Could Asian Trade Flows Shift?
[SMM Analysis] South Korea Plans Tighter Copper Scrap Export Declarations—Could Asian Trade Flows Shift?
Jul 29, 2026 16:31
[SMM Analysis] CBAM Costs Are Taking Effect, Verification Capacity Lags: What Stainless Steel Exporters Need to Know
[SMM Analysis] CBAM Costs Are Taking Effect, Verification Capacity Lags: What Stainless Steel Exporters Need to Know
Jul 29, 2026 13:53
[SMM Analysis] China’s New Lithium Battery Consumption Tax: Impacts on Recycled Resources Sector
[SMM Analysis] China’s New Lithium Battery Consumption Tax: Impacts on Recycled Resources Sector
Jul 28, 2026 14:26
[SMM Analysis] Why is India Emerging as Active Buyer in Global Copper Scrap Market?
[SMM Analysis] Why is India Emerging as Active Buyer in Global Copper Scrap Market?
Jul 27, 2026 15:45
Indonesia Reportedly Detained an Alumina Cargo Over Rare Earths. Here's What the Regulations Actually Say
Indonesia Reportedly Detained an Alumina Cargo Over Rare Earths. Here's What the Regulations Actually Say
Jul 27, 2026 15:22
Latest News
China's Primary Lead Output 7.44% MoM in July 2026, Driven by Smelter Resumptions
Jul 31, 2026 21:47
China Secondary Lead Smelter Sees Stable Output, Possible August Suspension Due to Maintenance
Jul 31, 2026 21:23
East China Secondary Lead Smelter Halts Production, No August Restart Planned
Jul 31, 2026 21:23
East China Secondary Lead Smelter Suspends Production, Resumes Aug 20 with Focus on Long-Term Contracts
Jul 31, 2026 21:23
Demand Shows No Improvement Expectations, Secondary Crude Lead Maintains a Weak Trend [SMM Secondary Crude Lead Weekly Review]
Jul 31, 2026 18:01
Refinery Losses Depress Purchasing Bids, Scrap Battery Maintains a Weak Bargaining Landscape [SMM Scrap Battery Weekly Review]
Jul 31, 2026 17:48
Lead Prices in the Doldrums amid Limited Decline in Raw Materials, Loss-making Range of Smelters Widens [SMM Secondary Refined Lead Weekly Review]
Jul 31, 2026 17:17
Smelters Hold Back from Selling at Low Prices, Spot Market Shifts from Discount to Premium [SMM Refined Lead Spot Market Weekly Review]
Jul 31, 2026 17:13
End-Use Consumption Showed No Improvement, Decline in Lead-Acid Battery Enterprises' Operating Rates Widened [SMM Lead-Acid Battery Weekly Operating Rate Comment]
Jul 31, 2026 17:13
Off-Season Demand Remains Unchanged, Downstream Enterprises Maintain Cautious Procurement [SMM Lead-Acid Battery Market Weekly Review]
Jul 31, 2026 17:12
Suppliers' inventory transfers and deliveries to warehouses increase, easing in-factory inventory pressure for primary lead enterprises [SMM Primary Lead Inventory Weekly Review]
Jul 31, 2026 17:11
SMM Primary Lead Smelter Weekly Operating Rate (July 24-30, 2026) [SMM Primary Lead Smelting Weekly Review]
Jul 31, 2026 17:10
The Tug-of-War Between Sellers and Buyers Continues, Short-Term Lead Prices Are Still Mainly Consolidating [SMM Lead Market Weekly Forecast]
Jul 31, 2026 17:09
Multiple Factors Fuel Inventory Growth, Expectations for Production Cuts Restrain Secondary Lead Inventory Buildup Speed [SMM Secondary Lead Inventory Weekly Review]
Jul 31, 2026 16:13
SMM Secondary Lead Smelter Weekly Operating Rate, July 24-30, 2026 [SMM Lead Weekly Review]
Jul 31, 2026 16:01
Data: SHFE, DCE market movement (Jul 31)
Jul 31, 2026 15:50
Bears added to positions, pressuring SHFE lead, with its center consolidating lower [Lead Brief Review]
Jul 31, 2026 15:20
Weekly Brief Review of the Lead Concentrates Market (July 27–31, 2026) [SMM Lead Concentrates Weekly Review]
Jul 31, 2026 14:56
Refinery Losses Worsen; Further Drop in Scrap Battery Purchase Price Expected
Jul 31, 2026 13:43
Secondary lead: Upstream-downstream bid-offer spread widens, secondary refined lead market trading is stagnant [SMM Lead Daily Review]
Jul 31, 2026 13:41