Gasgoo Daily: Lynk & Co 900 cumulative deliveries exceed 40,000 units within five months
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LME Zinc Back Rises to Around $300/mt: Is a Squeeze Recurring?[SMM analysis]
SMM Analysis:Since the National Day holiday, the LME zinc backwardation structure has surged rapidly. As of October 21, 2025, the LME zinc Cash-3M backwardation climbed to $299/mt, hitting a multi-year high, with LME outperforming SHFE. Market concerns over a "squeeze" have intensified. From a fundamental perspective, what are the underlying reasons, and what is the outlook......
China imported 711,000 physical tonnes of spodumene in September 2025, a increase of 14.8% from the previous month; this translates to approximately 67,000 tonnes of LCE.
TD Cowen Raises 2026 Copper Price Forecast to $5.25 per Pound