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

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

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

East China Market Sellers Held Prices Firm, While Transaction Premiums Continued to Narrow [SMM Midday Spot Aluminum Commentary]

Polysilicon Prices Remained Slightly Weak, While Module Prices Appeared Stable but Declined Behind the Scenes [SMM Silicon-Based PV Morning Meeting Summary]