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

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

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]

[SMM Midday Nickel Commentary] On March 24, nickel prices retreated after rapid rise, and Iran denied having held talks with the U.S.