[SMM Analysis] NCM Post-Holiday: High Costs Intensify Negotiations, March Recovery May Fall Short of Expectations

Supply-demand weakness on both sides, sluggish performance in the spot market [SMM North China Spot Copper]

Magnesium Ingot Trading Sluggish and Stagnant, Magnesium Product Prices Overall Stable [SMM Magnesium Morning Meeting Minutes]

Declining Imports, China's Domestic Substitution: Shifting Landscape in China's Copper Anode Market [SMM Analysis]

[SMM Analysis] Review of the Cobalt Market During the 2026 Chinese New Year Holiday and Post-Holiday Outlook