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【SMM Analysis】Lithium mine storm in Jiangxi escalates: CATL's mine shutdown sparks concerns over lithium carbonate supply, with September 30 potentially becoming the next critical deadline for longs and shorts
Aug 11, 2025 16:49
According to market perspectives, involved mine enterprises lacking complete data need to conduct re-exploration and drilling, a lengthy process that will inevitably lead to overdue report submissions. Moreover, the review timeline and stringency after submission add further uncertainties. Regarding the potential resumption date of CATL's mine, the market also holds significant divergences: One side believes that considering Jiangxi's local economic dependence on the lithium industry, it will push for CATL's review to be completed within 1-3 months; the other side, referencing past lithium mine approval cases and regulatory stringency, judges that the review timeline may extend to half a year or more. More critically, if the other seven mines are confirmed to require license renewal according to lithium mine standards, their shutdowns will further reduce monthly lithium carbonate supply by approximately 5,000-7,000 mt, potentially exacerbating the supply shortage.
Impact from Construction Steel Maintenance Continues to Shrink; Production Restrictions During Military Parade May Become the Main Variable in the Future
According to the SMM survey, the impact from maintenance of construction steel production lines declined this week (8.9-8.15). Some steel mills resumed production of construction steel rolling lines last week, and no new maintenance was reported for steel mills' rolling lines this week. The impact from maintenance of rolling lines this week was 1.2532 million mt, a slight decrease of 11,200 mt WoW.
Aug 12, 2025 13:37
Copper Plate/Sheet and Strip Market: Operating rate declined in July but better than expected, with a rebound expected in August
According to SMM, the operating rate of copper plate/sheet and strip enterprises stood at 65.63% in July 2025, down 1.11 percentage points MoM and 2.15 percentage points YoY. Among them, the operating rate of large enterprises was 70.19%, that of medium-sized enterprises was 58.77%, and that of small enterprises was 62.62%.
Aug 12, 2025 09:43
The off-season in the enamelled wire industry continues, with both YoY and MoM declines in operating rate in July
According to SMM, the composite operating rate of the enamelled wire industry in July was 67.25%, down 2.68 percentage points MoM and 0.54 percentage points YoY. By enterprise size, the operating rate of large enterprises was 65.74%, that of medium-sized enterprises was 70.85%, and that of small enterprises was 67.32%.
Aug 11, 2025 18:31
MMi Daily Iron Ore Report (August 11)
Today, Dalian iron ore futures held up well, with the most-traded contract rolling over to the I2601 contract, closing at 789, up 1.94% for the day. Traders actively sold off their inventory, while steel mills adopted a wait-and-see approach, with moderate purchase willingness.
Aug 11, 2025 17:58
[SMM Analysis] Global Steel Market Review
Last Friday, China's steel export prices surged by $4-10/mt. In the Thai market, import prices for cold-based galvanizing, hot-based galvanizing, and industrial wire rods also increased, with a WoW rise of $5-30/mt. The main reason for the steel price hikes was that the steel varieties circulating in these local Thai markets were mostly from Chinese resources. Therefore, as domestic prices in China surged rapidly, import prices in Thailand also adjusted accordingly. However, according to the SMM survey, although some adjustments in guidance prices stemmed from the significant surge in domestic prices in China, in terms of transaction volumes in the Thai market, the situation was relatively mediocre, with most transaction prices remaining low.
Aug 11, 2025 17:34
【SMM Analysis】Lithium mine storm in Jiangxi escalates: CATL's mine shutdown sparks concerns over lithium carbonate supply, with September 30 potentially becoming the next critical deadline for longs and shorts
According to market perspectives, involved mine enterprises lacking complete data need to conduct re-exploration and drilling, a lengthy process that will inevitably lead to overdue report submissions. Moreover, the review timeline and stringency after submission add further uncertainties. Regarding the potential resumption date of CATL's mine, the market also holds significant divergences: One side believes that considering Jiangxi's local economic dependence on the lithium industry, it will push for CATL's review to be completed within 1-3 months; the other side, referencing past lithium mine approval cases and regulatory stringency, judges that the review timeline may extend to half a year or more. More critically, if the other seven mines are confirmed to require license renewal according to lithium mine standards, their shutdowns will further reduce monthly lithium carbonate supply by approximately 5,000-7,000 mt, potentially exacerbating the supply shortage.
Aug 11, 2025 16:49
SMM Analysis:Why have imported zinc concentrate TCs been rising throughout the year?
SMM Analysis：As of August 8, the domestic zinc concentrate processing fee stood at 3,900 yuan/mt (metal content), while the imported zinc concentrate index surged to $82.25/dmt, marking increases of approximately 2,000 yuan/mt (metal content) and $100/dmt, respectively, compared to the beginning of the year. The overall increase has been remarkably significant. Why have imported zinc concentrate processing fees been rising? What is the outlook going forward.....
Aug 11, 2025 16:36
What fuelled the recent price increase of low-grade zinc oxide? [SMM analysis]
SMM August 11th news: Recently, the payable indicator of low-grade zinc oxide has continued to rise, reaching a relatively high level in recent years. What are the reasons behind the persistent high prices? What will be the trend in the future market?
Aug 11, 2025 13:26
In July, secondary copper rod plants still failed to reverse losses, and the operating rate pulled back as scheduled.
The operating rate of secondary copper rod in July was 30.9%, higher than the expected 29.4%, down 2.71% MoM and 5.17% YoY. The secondary copper rod industry was deeply trapped in a multiple dilemma of "supply tightening - weak demand - policy disruptions" in July.
Aug 10, 2025 15:51
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