Fastmarkets has corrected its AG-SYB-0081 Crush Margin Argentina Soy, which was published incorrectly on Wednesday November 13.

Read a snippet of our weekly lumber commentary, this week assessing the potential impact of Donald Trump's presidency on the market.

The news that President-elect Donald Trump is considering additional tariffs on goods from China as well as on all products from US trading partners Canada and Mexico has spurred alarm in the US aluminium market at a time that is usually known to be calm.

Battery recyclers Ecobat, Huayou Cobalt and SungEel HiTech are planning large capacity additions in Europe despite continued industry headwinds, Fastmarkets heard at the GDMMC conference in The Hague on November 25-26.

The merging of two of North America’s lithium producers, Piedmont Lithium and Sayona Mining, aims to provide optionality over growth projects and enhance the companies’ strategic flexibility, according to Fastmarkets’ head of base metals and battery research William Adams.

The UK government’s latest report on the Renewable Transport Fuel Obligation (RTFO) invites stakeholder feedback to reassess its targets and mechanisms.

China auto exports to Mexico are rising steadily, with Chinese automakers expanding sales and manufacturing in the region. However, US tariff threats under Donald Trump’s presidency and growing opportunities in South America could reshape the export landscape.

Unlike most other commodities, cobalt is primarily a by-product – with 60% derived from copper and 38% from nickel – so how will changes in those markets change the picture for cobalt in the coming months following a year of price weakness and oversupply in 2024?

Following an initial one-month consultation period, Fastmarkets has decided to extend the consultation period of the proposal to launch low-grade ferro-nickel, 20-25% Ni contained cif China price assessment to allow for additional feedback from the industry.

Argentina’s soybean sowing area estimate for the 2024-25 crop was raised by 0.6%, to 17.9 million hectares, while the wheat output was projected at 17.6 million tonnes, the country's Secretariat of Agriculture, Livestock and Fisheries (SagyP) monthly report showed on Thursday November 21.