[Ford Halts Production at Factory Due to Shortage of Rare Earth Magnets] Ford CEO Jim Farley stated that the company is still facing a supply deficit of rare earth elements. The Chicago Explorer factory halted production for a week last month due to a shortage of raw materials. Despite positive signals from China-U.S. trade negotiations, there has been no significant improvement in the supply of rare earth elements.

[Domestic Conference Releases Positive Signals, Zinc Prices Continue to Rise This Week] At the beginning of the week, influenced by the US January personal spending monthly rate being lower than the previous value and expected value last Friday, and the US February Chicago PMI exceeding expectations, LME zinc maintained a fluctuating trend. Meanwhile, the higher-than-expected US February S&P Global Manufacturing PMI data and the lower-than-expected US February ISM Manufacturing PMI on Monday caused LME zinc to continue maintaining a fluctuating trend...

[US Tariffs Trigger Market Sentiment Fluctuations, Zinc Prices at Home and Abroad Maintain Fluctuating Trend] At the beginning of the week, as the final January Chicago PMI in the US recorded 39.5, lower than the market expectation of 40 but higher than the previous value of 36.9, and still below the 50 mark, heightened market risk aversion sentiment drove LME zinc upward...

[US Tariffs Trigger Market Sentiment Fluctuations, Zinc Prices Maintain Fluctuating Trend in Domestic and Overseas Markets] At the beginning of the week, as the final January Chicago PMI in the US recorded 39.5, lower than the market expectation of 40 but higher than the previous value of 36.9, remaining below the 50 mark, heightened market risk aversion sentiment drove LME zinc upward...

SMM Tin Midday Review: The Most-Traded SHFE Tin Contract May Maintain Sideways Movement, Breakthrough Depends on Escalation of DRC Conflict or Unexpected Macro Policy Easing. The most-traded SHFE tin contract (SN2504) showed a bottoming-out pattern in the morning session, opening at 279,500 yuan/mt, briefly dipping to 278,000 yuan/mt, and then rebounding due to macro policy fluctuations and supply-demand imbalance, closing at 279,450 yuan/mt at midday, up 0.27%. The intraday fluctuation range was 277,000-280,000 yuan/mt, with open interest decreasing by 2,879 lots to 10,000 lots, indicating cautious market sentiment. LME tin prices moved in sync, quoted at $34,900/mt during the Asian session. US Fed policy fluctuations: Although the US Fed maintained interest rates unchanged at its March meeting, the President of the Federal Reserve Bank of Chicago stated that "rate cuts need to wait longer," coupled with the Trump administration's announcement of a 25% permanent tariff on automobiles, the US dollar index rebounded to a high of 104.3, suppressing the valuation of non-ferrous metals.

[Domestic Conference Releases Positive Signals, Zinc Prices Continue to Rise This Week] At the beginning of the week, influenced by the US January personal spending monthly rate being lower than the previous value and expected value last Friday, and the US February Chicago PMI being higher than the expected value, LME zinc maintained a fluctuating trend. Meanwhile, on Monday, the higher-than-expected US February S&P Global Manufacturing PMI data and the lower-than-expected US February ISM Manufacturing PMI caused LME zinc to continue maintaining a fluctuating trend...