Primary-Secondary Lead Price Spread Inverted, Spot Order Procurement Favored Primary Lead [SMM Lead Morning Meeting Summary]

Overnight, LME aluminum and SHFE aluminum edged up slightly; aluminum prices remained under pressure at elevated levels in the short term [SMM Aluminum Morning Meeting Summary]

Silicon Metal Market Consolidated Sideways, High-End Polysilicon Prices Within the Range Weakened [SMM Silicon-Based PV Morning Meeting Summary]

What Could Change if Middle East Aluminum Trade Reroutes—and Supply Becomes Substitutable

[SMM Hydrogen Cost] 20260324