2026-01-07 13:25:02

The recent performance of the non-ferrous metals sector has been quite interesting. The overall upward trend remains strong, with the sector index leading the market with a 1.3% increase, but internal differentiation is becoming more and more apparent. Energy metals are currently in the spotlight, with lead and zinc prices rising in tandem, while traditional bulk metals like aluminum and copper are actually declining. From the spot market perspective, both London silver and New York copper futures experienced significant pullbacks today, but the lithium carbonate futures main contract on the Guangzhou Futures Exchange is different. It has risen for three consecutive trading days, with a total increase of 5% so far, showing a very fierce momentum. Nickel metal has also been active, with a direct surge driving related industry chains.

The ability of energy metals to stand out in this wave of non-ferrous metal differentiation is primarily driven by the strong rally in futures prices on the surface, but the real driving force is actually the explosive demand in the new energy battery and energy storage industries under the AI wave. This logic has been thoroughly discussed within the industry before, so the current market performance is actually following expected trends.

From a technical perspective, what’s even more interesting is that the four-season cycle indicators of the energy metals index across various timeframes are all continuously trending upward, with very clear directions. This indicates that the current upward trend in energy metals is far from over and has room to continue strengthening. Silver’s performance is also quite typical—multiple increases within a single day still reflect high demand, which actually mirrors the strong demand for energy metals across the entire industry.

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RunWithRugs

· 01-07 13:55

Lithium carbonate has risen for three consecutive days by 5%, this pace is quite something, AI battery demand is just different This wave of energy metals is indeed benefiting from policy dividends, traditional commodities are reversing downward, and the market is re-pricing The linkage between nickel and lithium seems to have just begun, technicals are not finished yet Silver's supply and demand imbalance indicates that the industry chain is really tight I just want to know how long this wave of energy metals can last, will big funds step in Lithium batteries follow the same logic, but valuation also needs to be considered, what are the current buyers thinking An upward trend in quarterly indicators does not mean there is no risk of correction, don’t be blinded by the rally The explosion in energy storage is real, but futures prices have already been driven up once, now it depends on the entry points The divergence in energy metals is reasonable, the era of traditional commodities has indeed passed This market looks a bit like chasing emotions, it’s hard to tell true demand from hype A 5% increase in lithium carbonate in futures is nothing special, the key is whether it can break through previous highs

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MEVHunterLucky

· 01-07 13:54

Lithium carbonate has been rising for three consecutive days and has directly taken off. This pace is truly unmatched; this wave of energy metals is definitely playing for real.

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SquidTeacher

· 01-07 13:51

Lithium carbonate surged fiercely, rising 5% for three consecutive days. It really wasn't a waste to watch the market. --- Aluminum and copper have softened; energy metals are the real leaders. --- The logic of supply and demand feels like it will be a long-term play. --- AI battery demand is indeed a hard requirement, no doubt. --- The four-season cycle indicator is still upward, it looks like it's about to take off. --- London silver pulled back, yet people are still chasing; it seems there's really a shortage. --- Traditional bulk metals have been beaten by new energy, which is quite heartbreaking. --- Nickel isn't behaving; it's directly pulling the entire industry chain, and the pace is very fast. --- Why is this divergence so obvious? It feels like choosing the wrong one would be foolish. --- A 5-point increase; those who didn't get in now must be regretting it to the point of tears.

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PumpAnalyst

· 01-07 13:51

Lithium carbonate rises for three consecutive days by 5%? Brothers, this pace is a bit rapid. Whether the market maker is building a bottom or pushing up the price, you need to see clearly. Being bearish is one thing, but there is indeed something in this wave of energy metals. The logic of supply and demand cannot be ignored. AI battery demand is exploding, while traditional commodities are falling. With such a clear divergence, you should have jumped in early, right? The technical four-season indicator is all pointing upward, which sounds good, but don't chase the high. Once the support level is broken, the retail investors can only wait to get cut. Nickel directly surges, pulling the entire industry chain? Don't just look at the increase; with such large intraday fluctuations, risk control must be in place. Aluminum and copper are falling, energy metals are surging—this is the market maker's selective suppression. Have you all understood? Claiming supply and demand is good to hear, but I just want to know if there are any buyers coming in later. Don't end up being the high-level stander-in-the-station.

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AirdropworkerZhang

· 01-07 13:49

The momentum of lithium carbonate is indeed strong; energy metals are exactly like this. The Energy Metals Index is still in a four-season cycle and hasn't peaked yet; continue to be optimistic. Why are copper and aluminum still falling? The logic seems a bit off. Lithium and nickel are truly in a supply shortage this time; AI battery demand is at its peak. The real opportunities are still ahead; don't rush to cut your positions.

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LayerZeroHero

· 01-07 13:32

Lithium carbonate has been rising for three consecutive days with a 5% increase—truly remarkable. This wave of energy metals is coming just as predicted. --- Aluminum and copper are falling, while lead and zinc are rising. The internal dynamics of non-ferrous metals are quite intense. --- The AI wave is so aggressive; as soon as demand for battery energy storage explodes, everything turns bullish. --- Nickel metals are also rallying, directly boosting the entire industry chain. --- Are quarterly indicators all pointing upward? This trend is far from over. --- Silver, with its supply and demand imbalance, is rising several times a day. How fierce must the demand be? --- The strong momentum in futures is just superficial; AI is the real driver. --- London silver and New York copper are falling, but here in Guangzhou, lithium carbonate is the main focus. --- Energy metals are currently the consensus; it’s no surprise that the market is moving as expected. --- Lead and zinc rallying along with the trend is interesting; the real heavyweights still depend on lithium and nickel.

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