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Zinc futures in the UK rose to the $3,000 per tonne mark, not far from the year-to-date high of $3,050 tested earlier in October as persistent bottlenecks among smelting operations pressured the supply of refined zinc. Data compiled by the International Lead and Zinc Study Group reported that refined zinc production has fallen more than 2% this year despite the 6.3% jump in mined output. This was consistent with output curbs among smelters in Kazakhstan and Japan, with the latter being pressured by the closure of the key Toho Zinc Annaka plant. Likewise, treatment charges for zinc rose to $87.5 per ton after being negative in the end of last year, according to surveys from the Shanghai Metals Market. Consequently, stocks at the LME sank to below 37.3 thousand tonnes, compared to 230.5 thousand tonnes at the start of the year. The value corresponds to less than one day of global demand, resulting in the sharpest cash to 3-month contract spread since at least 1997.

Zinc Approaches YTD High

The S&P/TSX Composite fell around 1.6% to below the 29,950 mark on Tuesday, underperforming US counterparts as weaker mining equities and the prospect of more restrictive monetary policy weighed on the index. Canada’s headline inflation rose to a seven-month high of 2.4% in September, above expectations, while BoC core gauges stayed elevated, curbing bets that the central bank will cut its rate next week. Gold retreated from recent record highs as investors took profits and easing US China trade tensions removed a bid for the metal. That pressured miners such as Agnico Eagle, Wheaton and Barrick, which plunged roughly 7.5% to 8%. Meanwhile, the financial sector managed to hover in the green. On the earnings front Waste Connections, trading mostly flat, is expected to report EPS of C$1.38 and revenue of C$2.45 billion after the close and UBS trimmed its price target to C$190 citing softer sector fundamentals for 2025.

TSX Tumbles on Mining Equities Weakness

The Ibovespa was slightly lower at 144,500 on Tuesday amid mixed corporate news. Ambipar fell nearly 14% filed for judicial recovery late Monday after uncovering irregularities in swap operations and the abrupt resignation of its former CFO. The situation eroded market confidence and prompted creditors to demand early debt payments, raising the risk of cross-default. Rede D’Or inched down after it said no formal decision has been made on suspending talks with Fleury (-1%), but confirmed negotiations have been unsuccessful. Vale fell 0.3% as iron ore futures traded in a tight range ahead of China’s top leadership meeting on economic policy. In turn, Petrobras gained 0.7% with stronger oil prices. Also, Embraer was firmly higher after it signed an MoU with South Korea’s DAPA to expand cooperation in defense and said its order backlog surged 40% year-on-year in Q3, reaching a record $31.3 billion.

Ibovespa Dips on Mixed Corporate News

Platinum decreased to 1329.00 USD/t.oz, the lowest since August 2025. Over the past 4 weeks, Platinum gained 6.82%, and in the last 12 months, it increased 47.61%.

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