As August closes, the 𝗺𝗮𝗻𝗴𝗮𝗻𝗲𝘀𝗲 𝗼𝗿𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗶𝘀 𝘀𝗵𝗼𝘄𝗶𝗻𝗴 𝘀𝗼𝗳𝘁𝗲𝗿 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺, with supply and demand pulling in different directions. Here’s what stood out this month:

🟠 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 𝗘𝗮𝘀𝗲𝘀 𝗔𝗰𝗿𝗼𝘀𝘀 𝗥𝗲𝗴𝗶𝗼𝗻𝘀
Ore prices slipped across key markets: Australian, South African, and Gabonese material all saw modest declines (0.3%–2%), reflecting weaker buying activity and reduced demand from alloy producers.

⚙️ 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆, 𝗗𝗲𝗺𝗮𝗻𝗱 𝗦𝘁𝗶𝗹𝗹 𝗪𝗲𝗮𝗸
Some producers reported record output this month, with sales rising strongly year-on-year. However, downstream alloy plants are cautious—focusing on order fulfillment instead of speculative buying.

📉 𝗣𝗼𝗹𝗶𝗰𝘆 & 𝗧𝗿𝗮𝗱𝗲 𝗦𝗵𝗶𝗳𝘁𝘀 𝗘𝗺𝗲𝗿𝗴𝗶𝗻𝗴
Moves are underway in ore-exporting countries to focus more on local processing, signaling a longer-term shift in trade flows. At the same time, financial support is being used in some regions to restart processing capacity and strengthen domestic supply chains.

💡 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝗻𝘁 𝗜𝗻𝘀𝗶𝗴𝗵𝘁:
August highlights a 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻 𝗽𝗵𝗮𝘀𝗲—ample supply and strong production, but softer prices and cautious demand. For buyers and sellers alike, this means staying strategic: avoid overstocking, track policy shifts closely, and plan sourcing with flexibility.

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