May 31st, 2025
CCM Market Insight (May 2025)
Raw material supply:
The ore is still being mined in a controlled manner, no sign of price decrease also no obvious reason for increase for the time being.
Energy supply:
Energy prices remains steady as well.
Capacity replacement:
No more new progress is made in capacity replacement. The new type of kiln is still under investigation and not really put into practice.
Government inspection:
No clear notice for inspection time from the government inspection team.
People think it might have been cancelled, news keeps claiming that the inspection will come just because govenment don't want enterprises to reduce their attention on environmental protection requirements.
Price trend:
In general, finished product price of CCM 85%/87%/90% has no much change from March to May.
Traditional peak season normally starts from June but till now we haven't yet see any trend of price increase in product yet.
However, ocean freight to many lanes has started to increase since 2nd half of May. Better to plan your orders in advance considering shipping freight and space.
