4 July 2025 | 12:45PM HKT China Metals & Mining Chinese metal demand - decomposing the resilient growth, front-loaded demand weighs on outlook The strength of Chinese metal demand YTD has been resilient. However, decomposing the growth by downstream sector suggests large contributions to the growth are front loaded in nature, including rush installations of renewables, and sizable stimulatory consumption from Autos and Appliances on the back of the trade-in program. With this, we expect much decelerated gro ...

4 July 2025 | 12:45PM HKT China Metals & Mining Chinese metal demand - decomposing the resilient growth, front-loaded demand weighs on outlook The strength of Chinese metal demand YTD has been resilient. However, decomposing the growth by downstream sector suggests large contributions to the growth are front loaded in nature, including rush installations of renewables, and sizable stimulatory consumption from Autos and Appliances on the back of the trade-in program. With this, we expect much decelerated gro ...

Flash | 03 Jul 2025 13:02:34 ET │ 10 pages China Materials 2025 On-Ground Demand Monitor Series #97 – Aluminum Inventory and Consumption CITI'S TAKE In this series of notes, we aim to track and analyze high-frequency on- ground demand trends in China – market expectation on demand recovery has been largely cautious. In this note, we enclose weekly data from Mysteel, a consultant, on China aluminum ingot and billet production, inventory, and apparent consumption data during the week of 26th Jun to 2 nd Jul 2 ...

Flash | 04 Jul 2025 11:23:44 ET │ 8 pages China Materials Takeaways from Aluminum Product Expert Call with Mymetal CITI'S TAKE We hosted an aluminum product expert call with Mr. Tong Yilai, Aluminum Product Research Analyst of Mymetal on 4th July. Aluminum demand in solar power industry is mainly for aluminum industrial profiles and foil sheet. The demand has been decreasing since mid-May and the decline has slowed down into July. The weekly aluminum industrial profile output for sampled Chinese producers i ...

Americans may spend more on common barbeque items this Fourth of July with prices on products like beer, outdoor folding chairs and grill tools higher, according to a new congressional report.The total cost of a typical grocery trip for a cookout has increased by a 12.7% annualized rate since President Donald Trump's sweeping tariff announcement in April, according to the analysis by the Joint Economic Committee's Democratic minority arm. It calculated the price increase using consumer price index data for ...

Constellation expects aluminum tariffs to cost the company roughly $20 million over the remainder of its fiscal year, which runs through February https://t.co/5UxSCQ6xHP ...

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有色套利早报 研究中心有色团队 2025/07/02 铜：跨市套利跟踪 2025/07/02 国内价格 LME价格 比价 现货 80190 10083 7.96 三月 80390 9967 8.00 均衡比价 盈利 现货进口 8.14 -1085.77 现货出口 1585.17 锌：跨市套利跟踪 2025/07/02 国内价格 LME价格 比价 现货 22290 2721 8.19 三月 22195 2740 6.25 均衡比价 盈利 现货进口 8.65 -1256.15 铝：跨市套利跟踪 2025/07/02 国内价格 LME价格 比价 现货 20780 2606 7.97 三月 20545 2607 7.88 均衡比价 盈利 现货进口 8.51 -1396.28 镍：跨市套利跟踪 2025/07/02 国内价格 LME价格 比价 现货 119250 15021 7.94 均衡比价 盈利 现货进口 8.23 -2691.60 铅：跨市套利跟踪 2025/07/02 | | 国内价格 | LME价格 | 比价 | | 均衡比价 | 盈利 | | --- | --- | --- | --- | --- | -- ...

Waste wood scraps, changed at the molecular level, could become heavy-duty building materials—and even replace plastic, aluminum and carbon fiber in our vehicles and gadgets https://t.co/iXo4d4aVwt ...

Flash | 26 Jun 2025 04:50:43 ET │ 16 pages China Materials Re-assessing 3 near-term calls, Aluminum & Lithium Names Still Preferred, Less Bullish on Steel Names CITI'S TAKE We are calling for steel supply reform, near-term lithium price bottom, and potential corporate actions from aluminum names within China Materials. Lithium and aluminum names have performed quite well, whilst steel names lagged. It is time for a re-assessment. Our key understandings: (1) Steel – NBS dataset was relatively discouraging vs ...