[SMM Coking Coal and Coke Daily Brief] August 10, 2026

Chifeng Gold: The Suspension of the Mengkang Rare Earth Project in Laos Is Expected to Have a Relatively Small Overall Impact on the Company’s Operating Performance

SHFE Lead Price Center Shifted Upward and Successively Closed with Small Bullish Candlesticks, While Downstream Fear of High Prices and Thin Trading Limited the Upside Room [Lead Futures Brief Comment]

Copper Bar Operating Rates Fall in July Amid Raw Material Shortages and Weak Demand; August Outlook Bleak

Tight Raw Material Supply + Weakening Demand Drag Down July Copper Billet Operating Rates; August Off-Season Pressure Further Intensifies [SMM Analysis]