Can Global Demand Outrun China’s Cerium Supply Controls?
Anyone involved in buying or trading cerium metal knows that trying to analyze the Western rare earth market without deeply dissecting China’s domestic landscape is like trying to check the weather by looking at the floor. Because China controls the overwhelming majority of the world’s rare earth mining and separation capacity, the week-by-week price movements […]
Can Ferro Molybdenum Buyers Afford to Wait as Concentrate Supplies Tighten?
The global ferro molybdenum (FeMo) market has regained momentum after a brief period of stagnation, with renewed buying activity in China providing fresh support to prices across international markets. As the world’s largest influence on molybdenum trade flows, developments in China continue to shape sentiment from Asian trading hubs to European warehouse markets. Following two […]
Can New Sources of Terbium Supply Keep Pace with Rising Demand?
Terbium prices climbed last week, supported by tightening supply conditions and improving demand expectations across several advanced technology sectors. Market sentiment has been strengthened by continued growth in electric vehicle production, expanding renewable energy installations, and rising consumption of high performance electronics, all of which utilize terbium in specialized permanent magnets, phosphors, and energy efficient […]
Will Controlled Supply Be Enough to Stabilize HRC Prices?
The Hot Rolled Coil (HRC) market exhibited a mixed trend last week, with prices registering both gains and declines across major global regions. Upward momentum was supported by tighter supply availability, stable-to-firm raw material costs, and improved buying activity in select markets. At the same time, subdued demand from end-use sectors, cautious purchasing strategies, and […]
Have Antimony Prices Found Their Bottom After Months of Inventory Correction?
Asian antimony prices have retreated in recent weeks after an extended period of policy-driven gains, creating a more cautious tone across the regional market. While the recent correction has softened sentiment, antimony remains a strategically important material for flame retardants, solar glass production, battery technologies, and defence applications. The latest price movement raises a key […]
Will Nickel Prices Break Higher Once Inventory Pressures Ease?
Nickel prices in China traced a dramatic arc from April through June 2026. Prices surged 5.98% from April into mid-May, fuelled by Indonesian supply shocks and Middle East geopolitical risk. Then came the reversal. A 4.9% decline followed through June as profit-taking and a historic inventory overhang reasserted themselves. The market has now settled into […]
Can Gold Buyers Look Beyond Fed Hawkishness and Focus on Structural Risks?
Gold came under sustained selling pressure this week, with spot prices settling near $4154 per ounce on Friday down 1.28% on the session and part of a broader correction that has seen the metal shed more than $200 in a matter of days. The decline, while sharp, has been orderly in character, reflecting measured position […]
Will Sustainable Steelmaking Put a Floor Under HMS Scrap Prices?
The global ferrous scrap market has entered a period of correction, with Heavy Melting Scrap (HMS) prices witnessing a steady decline over the past several weeks. After enjoying strong momentum during the early part of the year, the market is now facing softer demand, cautious buying sentiment, and increasing supply availability. While declining prices often […]
India Tightens Trade Defence as HRC Imports Face Anti-Dumping Scrutiny
India has escalated its efforts to shield the domestic steel industry by launching an anti-dumping investigation into imports of Hot Rolled Flat Products (HRC) from China, Japan, and Russia, a move that could reshape pricing dynamics, trade flows, and competitive positioning across the country’s steel value chain. Announced by the Directorate General of Trade Remedies […]
Is the Recent Tungsten Price Rally Just Beginning?
Tungsten APT prices took a breather through May but have turned higher again from the first week of June, lifting sentiment across the global tungsten supply chain. From late May to the second week of June, FOB Shanghai, China prices climbed by 8.48%, reversing the softness seen earlier and reigniting talk that tungsten’s tight supply […]