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The blockade of the Strait of Hormuz has delivered a direct and material external shock to Southeast Asia’s energy supply structure. Solar (PV) is emerging a...
![[SMM Analysis] The Strait of Hormuz Blockade: Boosting the energy transition in the Southeast Asia Region](https://imgqn.smm.cn/usercenter/dtQDq20251217171740.jpg?imageView2/1/w/600/h/338/q/100/format/webp)
Apr 21, 2026 15:15
The global silver market is in a phase that is historically rare in this form: persistent supply deficits, potentially transformative demand from battery tec...
In early April, the industry chain held strong bullish sentiment, with manufacturers showing obvious reluctance to sell. Market available supplies remained t...
![[SMM Analysis] Why Has LME Lead Shifted Back to Backwardation for the First Time in Nearly a Year?](https://imgqn.smm.cn/usercenter/qnyHQ20251217171721.jpeg?imageView2/1/w/220/h/124/q/100/format/webp)
[SMM Analysis] Why Has LME Lead Shifted Back to Backwardation for the First Time in Nearly a Year? SMM, April 21 — Since late March, London lead prices have ...
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