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War and uncertainty drive surging demand for defense-critical metals: Part 1
Three years of war have reshaped the critical metals markets. In the first of a two-part report, we look at how overlapping conflicts have reverberated through supply chains critical to defense and civilian industries.
February 26, 2025
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By Paul Lim, Claire Patel-Campbell, Solomon Cefai, Jessica Long, Julienne Raboca, the Fastmarkets team
Insights
Correction to rationale of aluminium P1020A premium, ddp Midwest US
The rationale was missing the backwardation data on Monday. The following line has been added to the rationale for MB-AL-0020 aluminium P1020A premium, ddp Midwest US: “The LME C/3M spread was trading at a $8.25/t backwardation at the time of assessment on Monday, compared to a $8.00/t backwardation on Friday.” The published price is unaffected by this […]
February 26, 2025
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By Grace Asenov
Insights
Correction to alumina index, fob Australia and inferred indices on February 21
Fastmarkets has corrected its MBU-ALU-0002 alumina index, fob Australia and corresponding inferred prices, which were published incorrectly on Friday February 21, due to an incorrect methodology application.
February 24, 2025
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By James McKeigue
Insights
Delayed publication of US aluminium P1020 premium
The following premium was affected:MB-AL-0020 Aluminium P1020A premium, ddp Midwest US, US cents per lb The premium is a part of the Fastmarkets base metals package. For more information, or to provide feedback on the delayed publication of this premium, or if you would like to provide price information by becoming a data submitter to this […]
February 24, 2025
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By Grace Asenov
Insights
Latin American aluminium market digests possible consequences of Trump tariffs
More than one week after US President Donald Trump announced 25% tariffs on all steel and aluminium imports, the aluminium markets in Mexico, Argentina and Brazil are still worried about the consequences and ongoing uncertainty around the potential implications for global trade flows, sources told Fastmarkets.
February 21, 2025
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By Leticia Simionato
Insights
Close of open consultation on methodology review for aluminium P1020A premium in-whs dup, dp Rotterdam in relation to the EU’s carbon border adjustment mechanism
During the consultation period, Fastmarkets received extensive feedback from all sectors of the European aluminium industry. You can find the original consultation notice here. Fastmarkets will now evaluate the written comments received, before publishing a final decision on the consultation. If you would like to provide price information by becoming a data submitter, please contact Sayaka […]
February 20, 2025
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By James McKeigue
Insights
Correction to rationale of aluminium P1020A premium, ddp Midwest US
The rationale was missing the backwardation data on Monday. The following line has been added to the rationale for MB-AL-0020 aluminium P1020A premium, ddp Midwest US: “The LME C/3M spread was trading at a $38.37/t backwardation at the time of assessment on Monday, compared to a $23.00/t backwardation on Friday.” The published price is unaffected by this […]
February 19, 2025
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By James McKeigue
Insights
Proposal to launch three aluminium import premiums for Mexico
Fastmarkets proposes to launch three assessments for primary aluminium premiums in Mexico: a P1020A premium, a low-carbon differential for P1020A and a 6063 extrusion billet premium — all on a CIF basis for the main ports of the country.
February 5, 2025
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By Leticia Simionato
Insights
Tit-for-tat trade war begins after US announces tariffs | Hotter Commodities
United States President Donald Trump signed an executive order to implement tariffs on imports from Mexico, Canada, and China on Saturday February 1, sparking swift retaliation and sending world trade into uncharted territory.
February 3, 2025
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By Andrea Hotter
Insights
Auto sector to keep fuelling India’s aluminium demand jump: MRAI Jaipur
Aluminium demand in India is set to continue its sharp growth over the next three years, fueled by an expanding automotive sector in the South Asian country, Fastmarkets heard at the Material Recycling Association of India (MRAI) international conference held in Jaipur on January 28-30.
January 31, 2025
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By Lee Allen, Aameer Sayed, the Fastmarkets team
Insights
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