Navigating the Volatility: Strategic Insights into Precious & Minor Metals

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Jan 29, 2026 21:00

Aperçu

Discussion Highlights:

Rare Earths (PrNd)

Supply Side: Operational rates and inventory levels at separation plants.
Demand Driver: Terminal consumption from permanent magnets in EVs, wind power, and electronics.
Outlook: Forecasted price range for PrNd oxide & metals.

Silver

Fundamentals: Mine reserve profile and downstream demand from PV and electrical sectors.
Financial Drivers: Impact of interest rates and monetary factors on prices.
Outlook: Integrated supply-demand and price forecast.

Platinum & Palladium

Supply & Demand: Primary mine output and key demand from auto-catalysts and glass fiber.
Market Linkages: Inter-metal correlations and influence of U.S. tariffs/interest rate policies.
Outlook: Price trajectory analysis.

Tungsten

Policy Focus: Impact of China's tungsten concentrate production quota policy.
Trade & Demand: Import dynamics and consumption from hard alloys, high-end processing, and PV.
Outlook: Supply-Demand balance and price forecast.

Molybdenum

Supply Analysis: Global mine reserves and overseas production trends.
Demand & Margins: Consumption from steel and construction sectors, alongside industry profitability.
Outlook: Future price trend prediction.

Commentaires

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Présenté par

Lesley Qi

Overseas Financial Key Account Manager

At Shanghai Metals Market (SMM), builds and manages strategic partnerships with key global financial institutions, including quantitative funds, asset managers, investment banks, and consultancies.

Sofia Shi

Senior Rare Earth Analyst

Entered the heavy industry research sector in 2019. Previously served as a Project Manager at a renowned consulting firm. Currently holds the position of Rare Earth Analyst at Shanghai Metals Market (SMM).

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Discussion Highlights:

Rare Earths (PrNd)

Supply Side: Operational rates and inventory levels at separation plants.

Demand Driver: Terminal consumption from permanent magnets in EVs, wind power, and electronics.

Outlook: Forecasted price range for PrNd oxide & metals.

Silver

Fundamentals: Mine reserve profile and downstream demand from PV and electrical sectors.

Financial Drivers: Impact of interest rates and monetary factors on prices.

Outlook: Integrated supply-demand and price forecast.

Platinum & Palladium

Supply & Demand: Primary mine output and key demand from auto-catalysts and glass fiber.

Market Linkages: Inter-metal correlations and influence of U.S. tariffs/interest rate policies.

Outlook: Price trajectory analysis.

Tungsten

Policy Focus: Impact of China's tungsten concentrate production quota policy.

Trade & Demand: Import dynamics and consumption from hard alloys, high-end processing, and PV.

Outlook: Supply-Demand balance and price forecast.

Molybdenum

Supply Analysis: Global mine reserves and overseas production trends.

Demand & Margins: Consumption from steel and construction sectors, alongside industry profitability.

Outlook: Future price trend prediction.