DailySand tracks Chinese smelters across AI, semiconductor infrastructure, capital markets, and critical minerals supply chains. Below are curated source items and daily digests where Chinese smelters appears in today's cross-sector intelligence briefing.
1 item across 2 digests
Chinese copper smelters resumed buying activity after ending their strike, driving copper prices near all-time highs as Iran war-induced sulphuric acid price spikes supported their razor-thin margins. This signals potential supply constraints in the global copper market, critical for electronics manufacturing and renewable energy infrastructure.
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