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  China Zinc/Lead Market Weekly Updates - 2025/7/18

  The SMM Imported Zinc Concentrate Index for this week is $73.75/dmt, with a 10.94% WoW increase. The SMM Imported Lead Concentrate average spot TC for this week is $-55/dmt, flat from the previous week's figure......

• Short-Term Macro Disturbances + Technical Correction: Where Will Silver Prices Head After This Consolidation Phase?

  With silver hitting decade-highs since 2012: ◼ Short-term: Position squaring by longs has intensified bull-bear battles, raising correction risks ◼ Medium-term: Structural support remains from:Tight physical supply (global inventory drawdowns)  and  ustained industrial demand (8%+ annual PV sector growth)

• The Innovation and Market Impact of Marex's Cobalt-Linked "Cash-and-Carry" Structured Note

  Marex Financial Products has recently launched a structured "cash-and-carry" note linked to cobalt, marking a significant step forward in the financial innovation of commodity markets. This is not only Marex’s first structured yield product based on cobalt—a critical raw material—but also a testament to its integrated capabilities across physical asset acquisition, risk management, and financial product structuring.

• Macro news boosts market sentiment, and SHFE lead prices may rebound upward at night [Brief comment on lead futures]

• 【SMM Analysis】Ghana Moves to Revise Ewoyaa Lithium Deal as Price Plunge Threatens Viability

  Ghana's government is preparing to renegotiate terms of the Ewoyaa lithium mining agreement after a precipitous drop in global lithium prices has jeopardized the project's economic feasibility.