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中文(ZH) 应用需求旺盛，年内多种小金属价格攀升

Minor metal prices surge amid supply constraints and new energy guidelines

By PulseAugur Editorial · [1 sources] ·

Multiple minor metals, including tantalum, germanium, and molybdenum, have seen significant price increases since the beginning of 2026. This surge is attributed to a combination of rigid supply constraints and expanding demand from emerging sectors. Concurrently, new guidelines for accounting non-fossil fuel electricity consumption have been released, aiming to bolster carbon control systems and enhance the green certificate market. AI

IMPACT Emerging demand from new sectors, potentially AI-related, is driving up prices of critical minor metals.

RANK_REASON The cluster discusses significant price increases in multiple commodities and the release of new national-level policy guidelines related to energy consumption accounting. [lever_c_demoted from significant: ic=1 ai=0.4]

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Minor metal prices surge amid supply constraints and new energy guidelines

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The cluster discusses significant price increases in multiple commodities and the release of new national-level policy guidelines related to energy consumption accounting. [lever_c_demoted from sig…
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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Strong demand for applications, prices of various minor metals rise within the year

    2026年以来，多种小金属价格持续攀升。根据上海钢联电子商务股份有限公司数据，截至6月1日，钽锭价格较去年年底上涨157.69%、锗锭价格较去年年底上涨83.82%、钼铁价格较去年年底上涨35.65%。 苏商银行特约研究员武泽伟在接受记者采访时表示，钽、锗、钼等小金属年内价格攀升，核心逻辑均指向供给刚性约束与新兴需求扩张的双重共振。（证券日报）

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