Sơn Đông Tương Hải tăng giá TiO₂ 500 nhân dân tệ/tấn trong nước, 100 USD/tấn ở nước ngoài có hiệu lực từ 26/2

[SMM Magnesium Weekly Review: Magnesium Market Held Up Well After Holiday, Raw Material Divergence Tightened Supply, Domestic and Foreign Trade Game Intensified] This week, the magnesium industry chain overall showed a pattern of holding up well, with prices of various varieties rising slightly. Raw material side, dolomite market was stable with some increases; top-tier enterprises in Wutai area continued to halt production, but other production areas promptly filled the gap, keeping overall supply stable. It is expected that as holiday ended and logistics costs pulled back, subsequent delivery-to-factory prices will see a slight decrease. Magnesium ingot market held up well, with offers in main production areas raised to 16,600 yuan/mt; supply side had strong reluctance to sell, combined with sufficient pre-holiday presales, leading to tight spot circulation. Domestic trade restocking for rigid demand supported transactions, while foreign trade inquiries were active but actual orders were cautious, with FOB offers rising to $2,400-2,450/mt. Magnesium powder market operated steadily, supported by raw materials, prices rose slightly, mainly executing previous orders; foreign trade expects new orders to be placed gradually, while domestic trade procurement mostly plans to start in March. Magnesium alloy market benchmark price held up well, processing fee remained stable and firm, enterprises mainly focused on scheduled production, and the tight supply-demand balance pattern continued. Overall, post-holiday magnesium market is in an adjustment phase, structural contraction on the supply side supports prices, the game between domestic and foreign trade intensifies, and subsequent attention should be paid to the pace of European inventory digestion and changes in ocean freight rates.

Giá đơn vị sau thuế theo hợp đồng dài hạn của Guangdong Xianglu Tungsten trong nửa cuối tháng 2 năm 2026 như sau: Giá đơn vị cho quặng tinh wolfram đen có hàm lượng trên 55% là 730.000 nhân dân tệ/tấn, tăng 39.000 nhân dân tệ/tấn so với tháng trước.

[SMM Magnesium Express] Inomin Mines đang đẩy nhanh dự án magiê Beaver-Lynx tại BC, với hoạt động khoan xác nhận quặng hóa rộng gần bề mặt. Lỗ khoan đầu tiên cắt qua 252,1m, khẳng định tính liên tục với hàm lượng Mg ổn định trên 20%. Thử nghiệm luyện kim cho thấy tỷ lệ thu hồi Mg qua quá trình chiết gần 99%. Dự án còn chứa Ni, Co, PGE với cơ sở hạ tầng tuyệt vời. Sumitomo Metal Mining có thể nhận tới 80% lợi ích theo thỏa thuận liên doanh.