PCB Stocks Surge as AI and Communications Demand Boost CCL Prices Amid Rising Raw Material Costs

In May 2026, China's total monthly sulphur imports were 268,380.951 mt, down 9.2% MoM and down 66.40% YoY. The main import sources were Oman, South Korea, Japan, the UAE, Singapore, Vietnam, Brunei, and Kazakhstan, among others; China's total monthly sulphur exports were 440 mt, down 36.37% MoM and down 19.56% YoY. The main export destinations were Myanmar, Vietnam, Fiji, Indonesia, Cambodia, and South Korea; China's total monthly sulphuric acid imports were 946.594 mt, down 94.46% MoM and down 90.05% YoY. The main import sources were Taiwan, China, South Korea, Japan, Germany, and the US; China's total monthly sulphuric acid exports were 116,703.096 mt, down 15.69% MoM and down 75.87% YoY. The main export destinations were Indonesia, Chile, Brazil, Thailand, the Philippines, and Singapore, among others.

According to data from the General Administration of Customs, in May 2026, China's exports of copper enamelled wire reached 13,904.87 mt, up 14.84% YoY and up 1.38% MoM; from January to May 2026, China's cumulative exports of copper enamelled wire reached 61,415.82 mt, cumulatively up 7.13% YoY. (HS code: 85441100)

[SMM Flash] Falco Resources (TSXV: FPC) announced an updated feasibility study on Wednesday for its Horne 5 polymetallic project in western Quebec, more than tripling the project's value. Discounted at 5%, the update drives Horne 5’s post-tax net present value (NPV) up by 244% to C$3.35 billion ($2.37 billion), with the internal rate of return (IRR) rising to 28%, while initial capital costs increased 62% to C$1.75 billion. Boosted by the surging valuation and the province's announcement that its environmental review is nearing completion (expected by fall 2026), Falco's shares jumped 17% to C$0.59 on Thursday morning. Over a 15-year mine life, the project—boasting 80.9 million tonnes of proven and probable reserves—is projected to produce 3.3 million oz. of gold, 27.2 million oz. of silver, 1.1 billion lb. of zinc, and 247.3 million lb. of copper, with an offtake agreement already in place with Glencore for the copper and zinc concentrates.