Molybdenum market update on April 24, 2025

The domestic molybdenum market in China is performing relatively well overall. Despite the interplay of bullish and bearish factors, most molybdenum product prices continue to rise, and actual transaction volumes remain substantial. However, due to intense price negotiations between buyers and sellers, the extent of price increases is relatively small.

Analysis of Latest Tungsten Market from Chinatungsten Online

Core Logic Behind the Current Tungsten Price Surge: The rise in tungsten prices is driven by a combination of tightening policies, supply constraints, and speculative capital involvement. 

Molybdenum market update on April 23, 2025

The domestic molybdenum market in China is showing a general upward trend, with prices for molybdenum concentrate, ferromolybdenum, and ammonium heptamolybdate rising by approximately 20 yuan/ton-degree, 2,000 yuan/ton, and 1,000 yuan/ton, respectively. Under these conditions, both buyers and sellers are highly engaged, and trading volumes remain at a relatively substantial level.

Analysis of latest tungsten market from Chinatungsten Online

Tungsten prices continue to be strong. Tungsten raw materials are willing to rise due to tight supply. There is no information on improvement in market demand margins. Due to the difficulty in clearing external geopolitical and economic and trade risks and limited consumer confidence, the overall tungsten market continues to have a price-no-market situation, and the spot trading atmosphere is cautious.

Molybdenum market update on April 22, 2025

The domestic molybdenum market in China continues to show an overall upward trend. Amid intertwined bullish and bearish factors, the consumer market is gradually shifting from a buyer's market to a seller's market, primarily reflected in slight price increases for most products and a relatively fast growth in orders.

On April 3, 2025, the Ministry of Natural Resources issued the first batch of tungsten ore (tungsten trioxide content 65%) mining total control index of 58,000 tons in 2025, which is 4,000 tons less than the first batch of 2024, a decrease of 6.45%. Among them, Heilongjiang, Zhejiang, Anhui, and Hubei have not allocated indicators, and Jiangxi, Guangdong, Guangxi, Yunnan, Gansu, and Xinjiang have lowered their allocation indicators to varying degrees.

Analysis of latest tungsten market from Chinatungsten Online

Tungsten prices remain strong. On the one hand, the first batch of tungsten mining total control indicators this year have been lowered, strengthening the view of tight supply; on the other hand, the tungsten raw material quotations of several large domestic tungsten companies have been raised, consolidating the market's support for the market.

The Organisation for Economic Co-operation and Development (OECD) discourse and institutional norms on critical minerals focus on supply chain security, sustainable development and responsible business conduct (RBC), aiming to address the importance and potential risks of critical minerals in the global economy, green transition and national security. The following is a systematic analysis of the OECD's discourse, institutional framework and implementation, and provides suggestions from the neutral perspective of China's critical minerals practitioners.

3TG refers to four critical minerals: Tantalum, Tin, Tungsten and Gold, which are named after the initials of their names. These minerals are in the spotlight due to their importance in global supply chains and their potential "conflict mineral" attributes, particularly in industries such as electronics, aerospace, automotive, and jewelry.

1. Introduction: The Strategic Position of Critical Minerals in the Global Economy and Security