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What happens to the market when China permits black mass imports in August?
China's black mass import rules, effective August 1, may reshape global battery recycling by tightening high-grade material supply and altering trade patterns, benefiting some suppliers while challenging others.
July 28, 2025
·
By Lee Allen, Tianran Zhao
Insights
10-year clock ticking as US copper tariff opens arbitrage window, tests supply chain security
Market reactions to the soon-to-be-implemented US copper tariff are driving short-term volatility and supply imbalances while fuelling long-term efforts to expand domestic production, recycling and infrastructure.
July 28, 2025
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By Rae Boyadjis, Julienne Raboca, Kirstyn Petras
Insights
Understanding the 45Z tax credit and RFS changes: US biomass-based diesel and SAF at a crossroads
The US biomass-based diesel (BBD) and sustainable aviation fuel (SAF) industries are at a pivotal moment, as evolving federal policies like the 45Z tax credit and Renewable Fuel Standard (RFS) reshape market dynamics, creating both challenges and opportunities for domestic production, feedstock sustainability, and global trade.
July 28, 2025
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By Melissa Cousin
Insights
GFEX imposes daily position limits on Sept lithium carbonate contract for non-members
The Guangzhou Futures Exchange (GFEX) has set a daily position limit of 3,000 lots for non-futures firms and individuals on its September lithium carbonate futures contract, effective July 28. The move aims to address sharp price spikes and market volatility, even as oversupply persists.
July 28, 2025
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By Xiaoying Du, Viral Shah
Insights
Delayed publication of refined bleached deodorised (RBD) palm olein, cfr South China
The publication of Fastmarkets’ AG-PLM-0019 refined bleached deodorised (RBD) palm olein, cfr South China assessment for Thursday July 24 was delayed due to a reporter error. Fastmarkets’ pricing database has been updated.
July 25, 2025
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By Regina Koh
Insights
Export controls on recycled copper risk harming industry | Hotter Commodities
US export controls on recycled copper would have unintended consequences that could weaken the country’s domestic recycling and manufacturing ecosystems, the president of the Recycled Materials Association (ReMA) said.
July 25, 2025
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By Andrea Hotter
Insights
Chinese corn imports set new low for first half of year
Chinese corn import activity continued to be sluggish in June, dropping to 156,445 tonnes, down by 32,000 tonnes, 17%, from 188,542 tonnes in May, according to the latest data from the country’s General Administration of Customs (GACC).
July 24, 2025
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By Masha Belikova
Insights
GM and Redwood Materials to build recycled battery ESSs
The Detroit, Michigan-based automotive giant General Motors (GM) and the Carson City, Nevada-based lithium batteries recycler Redwood Materials announced on Wednesday July 16 that they have agreed to build energy storage systems (ESSs) using both new and recycled batteries.
July 24, 2025
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By Yasemin Esmen
Insights
Trade tensions rise: Latin American Chambers urge diplomacy
American Chambers of Commerce (Amcham) across Latin America are calling for urgent negotiations to prevent the escalation of trade tensions between their countries and the US, following the announcement of sweeping 50% tariffs by President Donald Trump.
July 24, 2025
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By Ana Enis
Insights
Launch of Fastmarkets’ US Midwest shredded auto scrap to rebar differential
Fastmarkets has launched a MB-STE-0935 Steel reinforcing bar (rebar), differential to shredded auto scrap Chicago, fob mill US, $/gross ton to complement its existing suite of steelmaking raw materials to finished product differentials on Wednesday July 23. This strategic launch is designed to offer the market a single reference price denoting the differential between steel […]
July 23, 2025
·
By Amy Hinton
Insights
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