[SMM Analysis] Ternary Cathode Material Exports Remain High in Early 2026

Australian Typhoon Continued to Disrupt, and Imported TCs Kept Declining [SMM Weekly Review of Zinc Concentrates]

SMM Weekly Operating Rate of Primary Lead Smelters (March 12, 2026–March 18, 2026) [SMM Weekly Review of Primary Lead Operating Rates]

In the Market, Although Rare Earth Prices Outside China Fell, Premiums Remained Significant; Industrially, Lynas Aggressively Expanded Into Medium-Heavy Rare Earth [SMM Rare Earth Weekly Review Outside China]

In February, China's total manganese ore imports fell 33.00% MoM and were up 3.24% YoY [SMM Data]