China Southern CSI SWS Non-Ferrous Metal ETF

Ganfeng Lithium Wind ESG Rating Maintained at AA, Composite Score Drops to 8.08

Ganfeng Lithium to Amend Executive Pay at Shareholder Meeting, Analysts Maintain Buy Rating with HK$103 Target

HKEX Discloses BlackRock Increases China Aluminum H-Share Stake to 10.44%

Shandong Gold Plans to Accelerate Establishment of Treasury Center in HK

BlackRock Increases Stake in Luoyang Vanadium-Tungsten Molybdenum Group H Shares to 9.21%

ZANGGE MINING 将于 6 月 16 日盘后 (北京时间) 发布 FY2025 年报，预测营收 34.18 亿 CNY，EPS 2.23 CNY

Ganfeng Lithium's Energy Storage Cells at Full Capacity, New 588Ah/648Ah Lines Accelerate

Citi Maintains 'Buy' Rating on Zijin with HK$51.8 Target, Reaffirms 2026 Output Guidance

Night Session Futures Open: Tin Down Over 3%, Silver Near 3%, Gold Down Over 1%

BlackRock Acquired 2.186 Million Shares of Zijin Mining on May 29, Holding Stake Reaches 8%

S&P Upgrades China Aluminum Rating Outlook to Positive, Confirms BBB

Tianqi Lithium and Ganfeng Lithium Stocks Drop 3-4%, JPMorgan Maintains Neutral Rating

Ganfeng Lithium Indirectly Establishes Shenzhen Xingqing Zhitai Tech, 100M RMB Capital for Robotics

JPMorgan Increases Stake in Luoyang Molybdenum H-Share to 7.05%

Mineral Resources Co and Ganfeng Lithium approve $352M project to develop Marion Hill lithium mine

Bank of China and Shandong Gold Sign Cooperation Agreement to Promote Transformation

Shenzhen Shuzhi Green Energy Technology Co., Ltd. Established Under Ganfeng Lithium

Shanghai Steel Union: MMLC Battery Grade Lithium Carbonite Morning Mid-Price Rises 1000 to 179,250 CNY/Ton Today

Zhong Shanshan's Company Invests in Zhibang Lithium, Entering Solid-State Battery Field for First Time

YiChuShuZhi Holds Strategic Mobilization Meeting to Accelerate Energy Storage Layout, Reports of 2028 HK IPO

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HSBC Research raised its copper price forecasts for 2026, 2027, and 2028 by 3% to 7%, citing sustained strength from resilient demand, supply disruptions, and US trade uncertainties. The bank increased the 2026 average forecast to USD6.12/lb, 2027 to USD5.81/lb, and 2028 to USD5.30/lb, while keeping long-term projections unchanged.

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Invesco DB TR Base Metals ETF

SPDR S&P Mtls & Mng

Yinhua CSI Non-ferrous Metal ETF

Hwabao WP CSI Non-ferrous Metal ETF

ISHRS MSCI Glb Slct Met & Mining

HSBC

HSBC 5xShortSG241213

HSBC HOLDINGS

HSBC Holdings Plc

HSBC Research Raises 2026-2028 Copper Price Forecasts by 3% to 7% on Sustained Strength

GLDM

PSLV

SGOL

USDU

Silver prices have plummeted over 40% from January highs, driven by growing expectations of Federal Reserve rate hikes due to persistent inflation. This shift has reversed earlier bets on 2026 rate cuts, with markets now pricing in a potential hike before year-end. The stronger dollar and higher yields are also pressuring gold and base metals, negatively impacting demand and investor positioning.

Pro Ultr Silver

SPDR Gold Minishares

Pro Ultr GLD

Sprott PHYs Silver

Invesco DB US Dollar Index Bullish Fund

Abrdn Gold ETF Trust

SPDR Gold Shares

Wtree Bbg Usd Bull

Silver slides to $63 as Fed rate hike fears grow

SCCO

516650

ICOP

Copper prices hit a three-week low on the London Metal Exchange, dropping to USD13,378 per ton, driven by escalating US-Iran conflict. Market concerns over accelerating inflation, rising interest rates, and economic slowdown have pressured base metals. Analysts expect the Federal Reserve to raise rates, while Chinese buyers remain cautious ahead of the summer off-season.

Southern Copper

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

iShares Copper and Metals Mining ETF

Copper Hits Three-Week Low as US-Iran Conflict Escalates

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The ASX 200 Materials Index plummeted 11% in five days due to a hawkish Fed repricing, a stronger US dollar, US-Iran tensions, and softening Chinese demand. Gold erased its January gains, while other commodities like copper and lithium also declined. Despite the sharp sell-off, structural demand drivers such as AI capex and defense spending remain intact, though near-term volatility is expected to remain high.

Market Index

Albemarle

GF CSI Rare Metals Theme ETF

iShares Gold Trust

ETFS Capital Ltd.

iShares Silver Tr

Global X Silver Miner

 BHP Group Ltd

Rio Tinto Limited

Rio Tinto

Fortescue Metals Group Ltd

Northern Star Resources Ltd

Amcor PLC Shs Chess Depository Interests Repr 1 Sh

Amcor

Evolution Mining Limited

South32 Ltd.

James Hardie Industries PLC Chess Units of Foreign Securities

Pilbara Minerals Limited

Lynas Rare Earths Limited

Newmont

Perseus Mining Limited

Genesis Minerals Limited

Capricorn Metals Ltd

Ramelius Resources Limited

Westgold Resources Ltd

Mineral Resources Limited

IGO Limited

Liontown Resources Limited

Vulcan Energy Resources Ltd.

Core Lithium Ltd

BHP Group Limited

BHP Group Plc

Rio Tinto plc

Rio Tinto Group

South32 Limited

Lynas Corporation

ASX 200 miners tumble 11% in five days as Fed, US dollar and Iran tensions hammer commodities

CPER

LME copper prices fell on Tuesday amid renewed fighting in the Middle East, ahead of upcoming inflation data, and as LME copper inventories dropped to their lowest level in nearly four months. According to Jin10, the copper market has been pulled between bullish and bearish forces as multiple uncertainties weigh on sentiment.

CoinLive

United States Copper Index

Copper Falls as Middle East Tensions Rise and LME Inventories Hit a Four-Month Low

561330

Lithium stocks rise as Citi predicts price recovery on restocking, export demand

businessinsider

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Lithium stocks rise as Citi predicts price recovery on restocking, export demand

Chinese buyers are outbidding U.S. recyclers for tungsten scrap at up to five times market price, sparking a 'secret war' over this critical strategic metal. Tungsten prices have surged due to structural shortages and Chinese export restrictions. While some advocate banning exports, others warn the U.S. lacks refining capacity. Meanwhile, companies like Great Western Mining and Kaz Resources are developing new domestic and international sources to secure supply chains.

benzinga_article

Penghua Guozheng Non-ferrous Metal Industry ETF

VanEck Rare Earth/Strategic Metals ETF

Guotai CSI Non-ferrous Metal ETF

The War 'Nobody Is Talking About'- Why Tungsten Has Entered A Permanent Shortage

The China Southern CSI SWS Non-Ferrous Metal ETF (512400) had a net inflow of 119 million yuan on the previous trading day, with a total net inflow of 172 million yuan over the past week. As of the previous trading day, the fund's size reached 25.518 billion yuan, managed by Southern Fund, tracking the non-ferrous metal index. In terms of recent performance, the six-month increase is 7.42%, and the one-year increase has reached 82.43%

同壁财经

Non-ferrous Metal

On the previous trading day, the China Southern CSI SWS Non-Ferrous Metal ETF (512400) attracted 119 million yuan, bringing the fund size to 25.518 billion yuan

GOAU

DUST

GDXU

NUGT

GOEX

Former Lehman Bros. trader Larry McDonald warns of a massive market rotation away from tech, citing stretched valuations and looming inflation driven by energy demand. He predicts capital will shift to hard assets like uranium and gold miners, comparing the current tech dominance to pre-COVID 2020 conditions.

Dow Jones

Us Gbl GLD & Met

Direxion Daily Gold Miners Bear 2X

Microsectors Gold Miners 3x Leveraged ETN

Direxion Daily Jr Gold Miners Bear 2X

EFUND GOLD MI ETF

Direxion Daily Gold Miners Bull 2X

Global X Uranium

Sprott Uranium Miners ETF

EFUND GOLD MI-R

iShares MSCI Global Gold Miners

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

Sprott GLD Miners Etf

GLOBAL X Gold Explorers

Direxion Daily Jr Gold Miners Bull 2X

EFUND GOLD MI-U

Roundhill Gold Miners Weeklypay ETF

VanEck Junior Gold Miners ETF

YieldMax Gold Miners Opt Inc Strgy ETF

VanEck Gold Miners ETF

Sprott JR Gold Miners ETF

Broadcom

NASDAQ-100

OpenAI

Meta Platforms

Microsoft

NVIDIA

S&P 500

Agnico Eagle Mines

NVIDIA Corporation

Tech is flashing a warning sign last seen in 2020. Strategist Larry McDonald sees a massive rotation coming.

Bloomberg Economics analysis suggests the Reserve Bank of India sold approximately $12 billion in gold reserves between May 8 and 22 to bolster foreign currency assets. This move aims to shield forex reserves from capital outflows and high oil prices driven by the West Asia conflict. The RBI prioritized liquid foreign currency to stabilize the rupee, which had hit an all-time low. While the central bank did not immediately comment, the strategy reflects concerns over the current-account deficit and efforts to curb foreign outflows amid rising energy costs.

- India's central bank reportedly sold approximately $12 billion in gold reserves to protect its foreign-currency assets amid geopolitical tensions in West Asia.  
- The Reserve Bank of India (RBI) has shifted focus towards maintaining liquid foreign currency reserves as the rupee faces pressure due to ongoing capital outflows and rising oil prices.  
- The RBI's gold repatriation strategies reflect broader concerns about reserve exposure following Russia's asset freezes, with expectations of further measures to stabilize the rupee announced soon.

China Southern CSI SWS Non-Ferrous Metal ETF(512400.SH)

HSBC Research Raises 2026-2028 Copper Price Forecasts by 3% to 7% on Sustained Strength

Silver slides to $63 as Fed rate hike fears grow

Copper Hits Three-Week Low as US-Iran Conflict Escalates

ASX 200 miners tumble 11% in five days as Fed, US dollar and Iran tensions hammer commodities

Copper Falls as Middle East Tensions Rise and LME Inventories Hit a Four-Month Low

Lithium stocks rise as Citi predicts price recovery on restocking, export demand

The War 'Nobody Is Talking About'- Why Tungsten Has Entered A Permanent Shortage

On the previous trading day, the China Southern CSI SWS Non-Ferrous Metal ETF (512400) attracted 119 million yuan, bringing the fund size to 25.518 billion yuan

Tech is flashing a warning sign last seen in 2020. Strategist Larry McDonald sees a massive rotation coming.

Reserve Bank may have sold gold to save forex reserves, shows analysis