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......
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.
【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.