【Flash | Will Indium Phosphide Enter Today’s US-China Summit Agenda?】

Mexico’s National Institute of Statistics and Geography (INEGI) reported mine-metallurgical molybdenum output of 1,329 tonnes in July 2026, down 2.6% MoM and 6.3% YoY, marking a second consecutive monthly decline. Jan–Jul production totaled 9,281 tonnes, 835 tonnes lower than the 10,116 tonnes recorded a year earlier, representing an 8.3% YoY decrease. The renewed July contraction indicates that Mexico’s cumulative molybdenum supply remains below 2025 levels. The 2026 figures are preliminary, while the 2025 data are final.

Attacks linked to extractive operations in Pakistan's resource-rich Balochistan province are increasing, with the Armed Conflict Location & Event Data Project (ACLED) recording 38 incidents connected with extractive activities between January and September 2026, taking the three-year total above 130. Chromite is among the minerals extracted in the province, and ACLED data show that nearly 90% of attacks linked to mineral projects occur along roads, where militants target vehicles transporting minerals and supplies rather than directly attacking heavily secured mine sites. The security situation could add pressure to Pakistan's chromite supply and logistics chain, particularly as Balochistan's limited road and rail infrastructure leaves mineral producers dependent on key transport corridors. Earlier this year, the Balochistan Goods Truck Owners Association also announced a strike over attacks on trucks carrying chromite and other minerals, highlighting the direct logistics risk to the sector. With Pakistan seeking to develop its mineral resources and attract international investment, continued disruption along mining routes could increase transportation costs and complicate the movement of chromite from producing areas to processing and export hubs.

Madagascar's state-owned chrome producer Kraomita Malagasy (KRAOMA) is preparing to resume extraction at its Brieville chrome operation, after years of inactivity. The company's interim management has begun reforms and discussions with employees, while part of the funds recovered through an anti-corruption investigation has been used to settle six months of outstanding wages, with the company also allocating funds toward restarting operations at Brieville. KRAOMA has reportedly not exported chrome since 2019. The potential restart could return a previously dormant African chrome-ore supplier to the international market. KRAOMA historically produced high-grade chromite concentrate, while Madagascar's chrome sector has faced prolonged financial, operational and governance challenges. With international chrome prices having improved from the levels that contributed to KRAOMA's earlier difficulties, a successful restart could create additional African supply and potentially broaden sourcing options for Chinese chrome-ore consumers. However, the timing and scale of any renewed production and exports remain subject to KRAOMA's operational and financial recovery.