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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
US crude-degummed soybean oil basis firms up week on week
Basis indications for US interior and Gulf crude-degummed soybean oil were unchanged day on day but firmer week on week during the Monday, February 24 session. The basis on nearby Gulf crude-degummed soybean oil was assessed at a premium of 200-400 basis points per lb to March soybean oil futures on the Chicago Mercantile Exchange, […]
February 26, 2025
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By Amanda Luhavalja
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
Proposal to launch high-grade nickel matte cif China payable indicator: pricing notice [corrected]
The update can be found here or on the Fastmarkets platform via a search of the report’s headline.
February 26, 2025
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By Dylan Duan
Insights
Proposal to launch high-grade nickel matte cif China payable indicator: pricing notice [corrected]
Nickel matte is a raw material used to produce nickel sulfate, along with mixed hydroxide precipitate and nickel briquette, feeding into the battery sector. With the commission of new class-1 nickel projects in China and Indonesia, nickel matte is also widely used to make nickel full plate cathodes. We have been seeing a boom in […]
February 26, 2025
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By Dylan Duan
Insights
Amendment to tungsten APT 88.5% WO3 min fob main ports China and cif Rotterdam and Baltimore duty-free price details: pricing notice
The price details section on the Dashboard and the “UnitofMeasure” label on the Excel add-in and API for these prices previously stated that the original base was US Dollar / Tonne. However, as per our methodology and the name of each price, the original base has always been US Dollar/Metric Tonne Unit. The price details […]
February 26, 2025
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By Claire Patel-Campbell
Insights
Proposal to launch antimony 99.85% Sb min, in-whs China price assessment: pricing notice
Following China’s export controls on antimony and related items in August 2024, and the further tightening of controls, including a near-total ban on exports to the United States in December 2024, China’s antimony metal import and export volumes have significantly decreased. Antimony exports have essentially halted, and import prices no longer accurately reflect the actual […]
February 26, 2025
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By Nico Zhang
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
Key talking points ahead of IZA’s International Zinc & Zinc Oxide conference
Here are some key discussion topics ahead of the International Zinc Association’s (IZA) International Zinc & Zinc Oxide 2025 conference, taking place in San Diego on February 23-26.
February 24, 2025
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By Shiyue Zhao, Natasha Porter, Rae Boyadjis, the Fastmarkets team
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
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