SMM Analysis] BHP's Q1 FY2027 production dropped sharply by 19%, but its FY2027 guidance remains unchanged. Why is that?

In August 2026, China’s phosphate ore imports briefly appeared to be “recovering,” with imports of 116,000 mt and a MoM surge of 563.2%. One month later, however, September imports were ...

A Pro 6000D unit in the western region is being offered for external leasing at a monthly rent of 36,000 yuan per unit, with a one-year minimum term, three months' deposit and ...

SMM and Huaihua Wanhua Electrode Plate Manufacturing Co., Ltd. are collaborating to produce the "2027 SMM Global Copper Mines ...

Taiwan (PoC)’s 300-series stainless steel HRC import prices rose for a seventh month in August to the highest since April 2023, driven by Indonesia price hikes amid Nickel ore curtailments, ...

According to the latest customs data, China's die-casting zinc alloy exports in September 2026 were 2,228 mt, with cumulative exports from January to September reaching 12,989 mt, **up 181.63% YoY**.

Anglo American’s roughly $500m sale of its Brazilian nickel business to MMG remains uncertain as the European Commission questions whether EU stainless mills would keep reliable access ...

In September 2026, China's primary aluminum imports were approximately 172,000 mt, down 7.2% MoM and down 30.3% YoY] According to data from the General Administration of Customs, China's ...

In September 2026, China's bauxite imports rose to 18.3323 million tonnes, up 15.44% year-on-year and 18.65% month-on-month. Guinea and Australia were the primary suppliers, contributing 75.44% ...

Of the 19 indices today, 18 remained flat. The lowest monthly rental for the Yangtze River Delta A100-80G rose from 34,000 yuan to 36,000 yuan (up 5.9%), and the lowest hourly rate rose to ...

Lead Concentrate Imports Recover in September; Will the Recovery Continue in October?] According to the latest customs data, China imported 119,700 mt in physical content of lead concentrates ...

When computing power rental market quotes stabilize, the perspective might shift from the rent itself to a more fundamental question: for the same computing power, why do operating costs and ...