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]

SHFE Lead Prices Lacked Upward Momentum, and the Pattern of Doldrums Was Difficult to Change [Lead Futures Brief Review]