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The energy shock is reshaping wood products costs. An energy shock is driving up costs across the wood products supply chain and clouding the 2026 housing recovery.
Prices for tungsten hexafluoride (WF6), a specialty gas used in advanced semiconductor manufacturing and increasingly linked to AI-driven chip demand, have surged in recent months amid tightening supply and growing expectations for next-generation memory production.
Chinese molybdenum-related stocks have rallied in recent months on the heels of a surge in the semiconductor sector driven by the AI boom, given the transition from tungsten to molybdenum in the manufacturing of next-generation memory chips, sources told Fastmarkets.
Use our interactive table to track the tariff and geopolitical impact on corn, soybeans, soybean oil, wheat, tallow and distillers corn oil prices, with Fastmarkets price data and analyst commentary behind every figure.
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