October 23 SMM rare earth spot price: multi-item further decline gadolinium oxide down 5000 yuan / ton

[Rising magnesium ingot production costs push up prices, sluggish demand constrains rebound] Fugu magnesium ingot offers in both domestic and overseas markets rose along with higher costs, but end-use demand in China and outside China failed to follow through, limiting upward momentum. In the short term, magnesium ingot prices are expected to continue moving sideways within a range, with attention on downstream restocking and production cuts by producers.

[SMM Titanium Spot Express: High Inventory and Low Demand Weigh on Market, Titanium Dioxide Prices Remain Weak in Stalemate] On September 1, the SMM titanium dioxide index stood at 14,080 yuan/mt, with quotations for all titanium dioxide grades unchanged. Industry operating rates remained stable, but inventory divergence was evident. Downstream procurement was weak, while costs provided bottom support. In the short term, the market is expected to continue its weak, stagnant pattern.

Según la evaluación de SMM, la producción de antimoniato de sodio de primera calidad en China en agosto de 2026 registrará un aumento intermensual sustancial de aproximadamente el 58 %. El notable incremento de la producción en agosto ha llevado a muchos participantes del mercado a especular si el mercado ha entrado en la temporada tradicional de máxima demanda de "septiembre dorado y octubre plateado", y si es probable que la demanda de aprovisionamiento de antimoniato de sodio del sector del vidrio fotovoltaico se recupere gradualmente.