Metal18h
【SMM Analysis】A conclusion to the week of madness in Chinese lithium market
With huge information surge on Wednesday China time, SMM has made numerous inquiries within the market, both with CATL production cites and with the CATL-related cathode material producers, we can ...
Metal3d
【SMM Analysis： Refined Cobalt Prices Continued to Decline in August, Spot Prices Unlikely to Improve in September Due to Surplus Pressure】
【SMM Analysis： Refined Cobalt Prices Continued to Decline in August, Spot Prices Unlikely to Improve in September Due to ...
Metal4d
SMM In-Depth Analysis: August PV Module Production Growth Turns Positive MoM, September Module Planned Production Slightly Up
According to SMM statistics, China's PV module production in August was up 4.4% MoM and down about 7.8% YoY. From January to ...
Metal4d
【SMM Data】Operating Rate of Electrolyte Increased in August 2024
[SMM Data: Electrolyte Operating Rate in August] The operating rate of electrolyte in August 2024 was approximately 31.94%.
Metal4d
Gasgoo Daily: DEEPAL L07 model to hit market on September 20
DEEPAL, a new energy vehicle brand under Changan Automobile, officially announced on September 13 that its new ...
Metal3d
How Did the SHFE/LME Price Ratio Rebound Affect Copper Cathode Imports and Exports? [SMM Analysis]
Spot quotes in north China fell last week. Spot copper was quoted with discounts of 40 yuan/mt to premiums of 200 yuan/mt, or an average premium of 80 yuan/mt last Friday, down 20 yuan/mt from May 19.
Metal3d
【SMM Analysis】BYD and Grenergy Expand Cooperation, Increasing Energy Storage Capacity of Chile's Oasis de Atacama Project to 3GWh.
【SMM Analysis】Grenergy and BYD have expanded their supply agreement in Chile to support the world's largest BESS project, Oasis de Atacama. The agreement now encompasses the third phase of the project ...
Metal3d
improved macro sentiments, tighter supply, and better consumption expectations led zinc prices to fluctuate at highs
With the announcement of the US CPI data, market bets on a 25-basis point rate cut by the US Fed increased, alleviating concerns about an economic recession; ...
Metal2d
【SMM Analysis】In August, the supply of lithium hydroxide continued to decline, and the market inventory accumulation continued to narrow.
According to the data, lithium hydroxide inventory in August increased 7% MoM. Regarding specific details, in August, orders for ternary cathode materials from downstream battery cell manufacturers ...
Metal4d
SMM Analysis: Gradual Recovery in Energy Storage Market Demand, But Battery Cell Prices Continue to Decline
SMM, September 13: This week, 314Ah and 280Ah energy storage battery cell prices experienced a slight decline, while 100Ah and 50Ah energy storage battery cell prices remained stable.
Metal4d
The European Central Bank's Second Rate Cut This Year; Increased Pace of Aluminum Ingot Inventory Reduction [SMM Aluminum Morning Meeting Summary]
SMM, Sep 13: Overnight, the most-traded SHFE aluminum 2410 contract opened at 19,750 yuan/mt, with the highest at 19,785 yuan/mt, the lowest at 19,710 yuan/mt, and closed at 19,745 yuan/mt, an ...
Metal3d
Exports of unwrought aluminum and aluminum semis continued to rise in July
According to the latest data from the General Administration of Customs: In August 2024, China's exports of unwrought aluminum and aluminum semis reached 594,000 mt, up 1.19% MoM and up 21.2% YoY; the ...