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X @BBC News (World)
BBC News (World)· 2025-07-08 19:30
US will hike tariffs on copper to 50%, Trump says https://t.co/uXvO2Zddo3 ...
X @Bloomberg
Bloomberg· 2025-07-06 13:15
Western nations are racing to break their dependence on China for critical minerals. An aging smelter in Australia could be a test case in how much governments are willing to spend to catch up. https://t.co/bFm9u4d6o7 ...
X @Bloomberg
Bloomberg· 2025-07-03 21:10
Western nations are racing to break their dependence on China for critical minerals. An aging smelter in Australia could be a test case in how much governments are willing to spend to catch up. https://t.co/3pTC8LQSta ...
Ferroglobe: Positioned For Recovery Amid Market Challenges
Seeking Alpha· 2025-07-02 10:46
Group 1 - Ferroglobe PLC reported weak Q1 2025 results with revenue of approximately $307 million, representing a decline of around 32% year-over-year [1] - The company experienced an adjusted EBITDA loss of approximately $27 million, attributed to collapsing prices in the market [1] Group 2 - Ferroglobe is a global producer of silicon metal and ferrosilicon/ferromanganese alloys, primarily serving the aluminum and steel industries [1]
CYMAT ENTERS INTO LETTER OF INTENT WITH RIO TINTO ALCAN TO ACQUIRE TECHNOLOGY & ASSUME CUSTOMERS OF THEIR PROPRIETARY ALUMINUM METAL MATRIX COMPOSITES BUSINESS
Prnewswire· 2025-06-24 12:23
MISSISSAUGA, ON, June 24, 2025 /PRNewswire/ - Cymat Technologies Ltd. (TSXV: CYM) (OTCQB: CYMHF) (the "Company" or "Cymat") is pleased to announce that it has entered into a Letter of Intent ("LOI") with Rio Tinto Alcan Inc. ("RTA") to acquire the technology and related knowhow to manufacture its proprietary aluminum metal matrix composites ("MMC") and to facilitate the transfer of RTA's customers for the product. MMC is a ceramic particle-infused aluminum used in the automotive and rail industries for ligh ...
华联期货锌周报:需求深入淡季-20250622
Hua Lian Qi Huo· 2025-06-22 13:32
期货交易咨询业务资格:证监许可【2011】1285号 华联期货锌周报 需求深入淡季 20250622 作者:陈小国 交易咨询号:Z0021111 从业资格号:F03100622 0769-22116880 1 周度观点及策略 2 产业链结构 3 期限市场 4 库存端 5 供给端 6 需求端 7 其它 周度观点及热点资讯 周度观点 u 宏观:在向好的通胀、就业数据,以及依旧模糊的关税政策中,美联储6月议息会议依旧选择"按兵不动" ,会后美联储 官员提出后续通胀恶化的可能性,仍保持年内降息2次的预期。近期地缘政治扰动下避险情绪推动资金流入能源市场,大 宗商品走势得到一定提振。 u 供应:原料方面,海外二季度主流矿山产量表现较好,新投产矿山产出增长,全球锌精矿处于放量阶段;成品方面,下 周供应有增量预期炼厂为:山西耿翔科技有限公司,计划月底前恢复生产;云南云铜锌业股份有限公司当前生产趋于稳 定,长单已经开始招标,供货数量7000吨/月;后续供应有减量预期的炼厂为:广西华锡集团股份有限公司,从减产检修 扩大到停产检修,预计本月影响达到3000吨;中色锌业、白银有色等,计划7月开始年度检修。 u 需求:需求淡季持续深入 ...
Top Wall Street Forecasters Revamp Commercial Metals Expectations Ahead Of Q3 Earnings
Benzinga· 2025-06-20 06:48
Commercial Metals Company CMC will release earnings results for the third quarter, before the opening bell on Monday, June 23.Analysts expect the Irving, Texas-based company to report quarterly earnings at 84 cents per share, down from $1.02 per share in the year-ago period. Commercial Metals projects to report quarterly revenue of $2.04 billion, compared to $2.08 billion a year earlier, according to data from Benzinga Pro.On March 20, Commercial Metals reported second-quarter 2025 results on Thursday, with ...
小金属国外涨价有望逐步向国内传导,稀有金属ETF(562800)红盘震荡
Xin Lang Cai Jing· 2025-06-20 03:56
截至2025年6月20日 11:15,中证稀有金属主题指数上涨0.22%,成分股中钢天源上涨5.52%,天华新能上涨3.54%,横店东磁上涨2.45%,厦门钨业上涨 1.52%,中矿资源上涨1.46%。稀有金属ETF(562800)上涨0.59%。 值得注意的是,该基金跟踪的中证稀有金属主题指数估值处于历史低位,最新市净率PB为2.21倍,低于指数近5年84.84%以上的时间,估值性价比突出。 流动性方面,稀有金属ETF盘中换手1.2%,成交1023.87万元。拉长时间看,截至6月19日,稀有金属ETF近1年日均成交3611.02万元,排名可比基金第一。 规模方面,稀有金属ETF近1年规模增长545.06万元,新增规模位居可比基金第一。数据显示,杠杆资金持续布局中。稀有金属ETF最新融资买入额达170.22 万元,最新融资余额达2573.79万元。 截至6月18日,稀有金属ETF近1年净值上涨13.41%。从收益能力看,截至2025年6月19日,稀有金属ETF自成立以来,最高单月回报为24.02%,最长连涨月 数为3个月,最长连涨涨幅为14.06%,上涨月份平均收益率为7.60%。 国泰海通证券指出,2023 ...
Talon Metals Closes $41 Million Financing Comprised of $25 Million Brokered Private Placement and Concurrent $16 Million Non-Brokered Private Placement
Newsfile· 2025-06-18 13:14
Talon Metals Closes $41 Million Financing Comprised of $25 Million Brokered Private Placement and Concurrent $16 Million Non-Brokered Private PlacementJune 18, 2025 9:14 AM EDT | Source: Talon Metals Corp.Road Town, Tortola, British Virgin Islands--(Newsfile Corp. - June 18, 2025) - Talon Metals Corp. (TSX: TLO) (OTC Pink: TLOFF) ("Talon" or the "Company") is pleased to announce that it has closed the previously announced "bought deal" private placement (the "LIFE Offering") of units of the Co ...
云铜股份西南铜业电解厂:实现单体年产能55万吨的规模突破
Zhong Guo Jin Rong Xin Xi Wang· 2025-06-12 12:44
转自:新华财经 技术突破填补行业空白 西南铜业电解厂基于极板物理特性研发多点协同检测技术,实现大极板阴极铜底部完全分离,填补了行业空白,同时,实现剥片前后高效清洗的工业化应 用,让阴极铜产品洁净度迈上新台阶。全流程自动化完成残极洗涤、转运、火法加料,配置机器人破碎与多模式出料系统,可灵活调节生产节拍,实现跨区 域长距离智能输送。 工艺革新精准管控流程 在西南铜业电解厂,槽面红外监测通过热成像高灵敏度扫描,实时定位温度异常极板,检测精度达毫米级,解决人工检测低效难题,保障电解槽稳定运行。 电解液在线分析实时监测电解液成分,分析数据直连管理系统,助力精细化调控与质量跃升。阴极铜表面智检借助3D扫描仪动态捕捉表面缺陷,实现产品 智能分拣与异常极板剔除。推动质量管控精准化、精细化,为"凝心聚力铸铁峰,务实笃行创百年"的产品质量追求注入强劲动力。 自主创新突破成本瓶颈 今年以来,云南铜业股份有限公司西南铜业分公司电解厂(以下简称"西南铜业电解厂")以运行效率与投资优化为双引擎,创新采用"3+2"立体化布局——3 个"中间大、两端小"的电解生产区与2个对称出铜作业区交错设置。通过46亩一体式主厂房的集约化设计,实现了年产 ...