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Washington’s five-week rare earths funding surge: how the US is rebuilding a supply chain outside China
Seven deals, four federal channels, one goal: in just five weeks, Washington backed a rare earths and magnet supply chain worth over $4 billion combined in an effort to forge its own resilient supply chains.
July 9, 2026
·
By Rachel McGuire
Insights
US scrap trends outlook: July 2026
Here are the key takeaways from market participants on US ferrous scrap metal prices, market confidence, inventory and more from our July survey.
July 9, 2026
·
By the Fastmarkets team
Insights
AI capex and housing: why a half trillion dollar investment wave matters for wood products in 2026
A massive $600B wave of AI capex is crowding out residential construction, keeping interest rates high and suppressing North American wood products demand through 2026.
July 8, 2026
·
By Dustin Jalbert, the Fastmarkets team
Insights
Hartree to take first 330,000 tonnes of Nussir copper concentrate under Blue Moon offtake
New York-headquartered global commodities company Hartree Partners will take the first 330,000 tonnes of copper concentrate from Blue Moon Metals' Nussir project in Norway, Christian Kargl-Simard, the critical metals developer's chief executive officer, told Fastmarkets on Monday July 6.
July 7, 2026
·
By Julienne Raboca
Insights
US grains outlook and mid-year review: what the harvest season means for procurement
A practical read on where US wheat and corn supply stands as the season progresses, and what the second half of the year could hold for buyers in food, animal feed and pet food.
July 7, 2026
·
By David Alley
Insights
The energy shock is reshaping wood products costs: here’s what 2026 looks like
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.
July 7, 2026
·
By Dustin Jalbert, the Fastmarkets team
Insights
AI specialty gas tightness drives China’s best-performing A-Share in H1
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.
July 7, 2026
·
By Shalina Cao
Insights
As AI drives demand for advanced chips, molybdenum gains attention as tungsten alternative
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.
July 7, 2026
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By Zihuan Pan, Shalina Cao
Insights
What food and beverage commodity intelligence really means for procurement
Discover what food and beverage commodity intelligence really means and why independent benchmarks give procurement teams the credibility to challenge costs and defend budgets.
July 6, 2026
·
By the Fastmarkets team, Kem Gammie
Insights
Grains and oilseeds summary: Wheat markets decline, corn prices move higher in US and Argentinian soybean markets quiet
Fastmarkets’ weekly recap of the main movements in global cash markets.
July 6, 2026
·
By Fastmarket team
Insights
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