Demand Improved, Iron Ore Prices Rose Slightly [SMM Brief Review]

Negotiations Remained in Stalemate, and Continued Structural Tightening Kept Iron Ore Strong [SMM Brief Commentary]

Rare Earth Ore Imports Surge in Early 2026, Exceeding Demand and Causing Surplus[SMM Analysis]

[SMM Hot Topic] Weak Domestic Demand + Export Diversion Cool the “North-to-South Steel Flow”

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