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The geopolitics-led diversification of critical minerals supply chains is broadly viewed as a tailwind to the lithium market, senior executives said during the Executive Keynote Panel at Fastmarkets’ Global Lithium, Battery and Critical Materials in Las Vegas on Tuesday June 23.
The iron ore market in 2026 shows fragile recovery driven by rising freight costs rather than demand growth. This dynamic challenges pricing signals and margin management for miners and processors.
Asia holds a growing pipeline of CORSIA-eligible supply, yet slow carbon credit authorization keeps much of it off the market as airlines approach mandatory 2027 compliance.
Amid solid demand and tight supply, Poland’s unbleached kraftliner prices increased in June, while recycled containerboard prices remained unchanged.
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