Focus

Chrome Series
The tariff storm has led to the official escalation of global trade conflicts. Under the heavy pressure of the drastic market turmoil, can the price of chrome ore withstand the pressure? South Africa chrome ore companies control the market and price, and domestic alloy factories have long-term contracts to ensure quantity. How should traders operate?

Manganese Series
After the resumption of shipment of Australia South32 manganese ore, there will be a supply shock to the manganese ore market in the second half of the year; manganese ore inventories have dropped to the lowest level in the past five years. Can the downward trend in inventories help boost the rebound in ore prices? The global tariff trade war has begun, and the impact of reduced steel demand on upstream raw materials; in the current period of anti-globalization trade policies and frequent geopolitical conflicts, the prospects for China's strategic reserves of manganese; the differentiated trends of different types of manganese ore; and the analysis of the North-South situation in the second half of the year regarding the application prospects of manganese ore in the manganese new energy industry.

Nickel Series
Indonesia's nickel ore royalties tax increase process in 2025; Indonesia's demand for Philippine nickel ore in 2025; the impact of the Philippine mid-term elections on nickel ore policy; Philippine nickel ore supply and demand situation

Titanium & Zircon Series
What is the current status and future planning of domestic titanium concentrates resource utilization? What is the supply and demand situation of imported titanium ore and zircon ore in 2025?

Iron Ore Series
As an important commodity in global trade, will the price of iron ore be affected by the US tariff policy? In addition to the overseas iron ore projects of Chinese companies that have been put into production one after another (Simandou project), the iron ore supply in Brazil and Australia will also increase, however, China's steel production will decline. The iron ore supply and demand pattern has changed. How will the iron ore market break the ice in 2025?

Tungsten Series
Under the background of sustainable development of the tungsten market, the innovation of waste tungsten recycling technology; The significant increase in tariffs imposed by the United States globally and the impact of export controls on some tungsten products in China on the tungsten market; The supply and development prospects of tungsten containing special steel; Application and Trends of Domestic Mineral Replacement Products under the Supply Gap of Tungsten Concentrate.

Molybdenum Series
Continuous expansion of molybdenum concentrate production capacity and innovative practices in the reuse of molybdenum tailings resources; How to maintain market balance in molybdenum smelting and roasting enterprises with cost inversion; The frequent occurrence of the China US trade war and global geopolitical conflicts, as well as China's molybdenum resource reserves and export restriction policies.

Lithium Series
As a key resource for global energy transformation, what is the demand and application of lithium in 2025? The impact of breakthroughs in salt lake lithium extraction technology on the cost of lithium salts; The impact of nationalization of lithium mineral resources on the development of lithium.

Rare Earth Series
As an important strategic resource, how will the rare earth ore market change in the future under the national export control policy? The Ministry of Industry and Information Technology has issued a policy on the control of rare earth mining and smelting. Rare earth resources may be further concentrated in large rare earth groups. With the rapid development of emerging fields, downstream demand continues to grow. Discussion on the trend of rare earth market changes in 2025.

Agenda

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