SilTerra, an 8-inch contract manufacturer in Malaysia, plans to expand production by 20% with an investment of 645 million ringgit.

[Berita Tungsten Express] SMM 12 Juni: Cabang Kafang dari Yunnan Tin Co., Ltd. akan menjual dua lot bijih melalui negosiasi harga pada 17 Juni 2026. Lot 1: Konsentrat scheelit dengan kandungan fisik sekitar 34 metrik ton, kadar 50%, dan logam tungsten 17 metrik ton (tergantung jumlah pengiriman aktual akhir); waktu penjualan: 14:00, 17 Juni 2026. Lot 2: Konsentrat timah kasar dengan berat kering sekitar 130 metrik ton, kadar timah 2,3%, kadar tungsten 24%, total kandungan logam 34,19 metrik ton (terdiri dari timah 2,99 metrik ton, tungsten 31,2 metrik ton, tergantung jumlah pengiriman aktual akhir), dan elemen penetapan harga adalah tungsten trioksida dan timah. Kedua lot tersebut dikutip dengan harga satuan per ton logam termasuk pajak (tarif pajak 13%). Negosiasi harga memerlukan setidaknya tiga klien yang memenuhi syarat. Hasil akhir akan ditentukan oleh keputusan Cabang Kafang melalui rapat musyawarah.

[Kilasan Tungsten SMM] Minggu ini, penawaran APT CIF Rotterdam tetap stabil di $3.000-3.200/mtu, dengan harga bahan baku Eropa secara umum stabil. Di pasar skrap, mata bor skrap tungsten India FOB dihargai $130-140/kg, naik 17,39% dari minggu lalu. Didorong oleh harga tungsten China yang lebih tinggi, pedagang skrap India secara kolektif menaikkan penawaran. Ditambah dengan tingkat persediaan yang rendah, transaksi skrap luar negeri akhir-akhir ini aktif, dengan sentimen pasar yang berubah menjadi optimis.

[SMM Analysis] Slight Stainless Steel Inventory Destocking Amid Weak Off-Season Demand and Proactive Clearing by Traders SMM, June 11 – This week, stainless steel social inventories extended the previous destocking trend, with total inventory pulling back slightly again. Total inventory in the two core markets of Wuxi and Foshan declined from 940,400 mt on June 4, 2026, to 932,900 mt on June 11, down 0.8% WoW. Under the off-season conditions, inventories continued to show a slight destocking trend. This week, macro headwinds outside China continued to intensify, and SS futures declined in successive sessions, dragging stainless steel spot prices down in tandem. Overall market pessimism deepened. On top of this, the industry formally entered the traditional consumption off-season. Wait-and-see sentiment among downstream end-users stayed high, actual just-in-time procurement was relatively weak, and overall transactions in the spot market remained sluggish. The demand side would have created inventory buildup pressure. However, the supply side and the circulation sector provided a strong offset, effectively neutralizing the inventory accumulation risk caused by weak off-season demand. On one hand, multiple stainless steel mills gradually implemented production cuts and maintenance during the month, leading to downward adjustments in production schedules. On the other hand, the persistent decline in futures heightened industry concerns about the near-term outlook. Traders widely held pessimistic expectations, and the market mainly operated with an approach of proactive selling and reducing their own inventories. Price concessions to clear inventory were common, accelerating the turnover of spot goods in the market. Amid the opposing tug-of-war between supply and demand, stainless steel social inventories pulled back slightly further this week. On the whole, weak just-in-time demand during the off-season and persistently sluggish transactions were potential bearish factors for inventory buildup, while the marginal supply contraction from steel mill maintenance and traders' concentrated proactive inventory clearing were the factors behind this week's ...