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Chinese zinc and lead smelters rely on byproducts in 2026
Gains in byproduct values are expected to play an increasingly important role in Chinese zinc and lead smelters’ margins in 2026, especially because concentrates availability is likely to tighten, adding further pressure to treatment charges (TCs), the primary income source for metal refiners, industry sources told Fastmarkets in the fortnight ended Friday January 16.
February 12, 2026
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By Shiyue Zhao, Eva Qi, the Fastmarkets team
Insights
US food rules may flip the long-term script, Latin American packaging bracing for impact
Latin America containerboard demand holds as GLP‑1 and US nutrition guidelines slow boxboard in 2026—what it means for the packaging market.
February 12, 2026
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By Rafael Barisauskas
Insights
Correction to sustainable aviation fuel exw Netherlands cost of production prices for January 9
An incorrect EUR/USD exchange rate, used to convert the cost of inputs priced in euros to US dollars, caused the prices to be calculated incorrectly. This has now been rectified. The following prices were affected: AG-SAF-0004 Sustainable aviation fuel (SAF max), base cost, exw Netherlands, $/tonnePublished incorrectly as: $2,995 per tonneCorrected to: $1,996 per tonne […]
February 6, 2026
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By Fastmarkets pricing team
Insights
The state of sustainable aviation: how to cut through the fog with real market data
The aviation sector faces rising decarbonization challenges as volatile SAF costs, complex regulations, and procurement risks demand strategic, data-driven solutions.
February 3, 2026
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By Melissa Cousin
Insights
Improve supplier negotiations: Tips for food and beverage procurement teams
In today's market, effective food and beverage procurement is critical for profitability. However, many procurement teams face challenges due to fragmented data, where packaging and ingredient costs are managed in separate silos. This disconnect creates a massive blind spot, making it difficult to challenge supplier price hikes or accurately model total product costs.
January 28, 2026
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By the Fastmarkets team
Insights
Brazil’s construction sector in 2026: Housing programs offer support, rates stay high, risks persist
Explore Brazil's construction sector trends influenced by housing programs and urban infrastructure investments.
January 15, 2026
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By Pedro Conterno Rodrigues, Nina Gattis
Insights
EU ETS reform: impending cost shocks for EU producers
The EU ETS reform, including the phase-out of free allocations, is set to significantly increase emissions costs for EU industrial producers, with effective EUA prices rising sharply by 2035, driving substantial cost pressures and price increases across key sectors like steel, aluminium, and downstream industries such as automotive and construction.
January 15, 2026
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By Freya Gompertz, Felix Gallagher, Josh Cowley
Insights
EV pivot by automakers will likely drive 2026 US auto production trends: analysts
Explore the latest trends in US auto production, including shifts towards hybrids and the impact on steel demand.
January 12, 2026
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By Robert England
Insights
Provisional CBAM benchmarks announced: how will this restructure global trade?
CBAM could impose over €12 billion in costs on importers in 2026 based on provisional benchmark values, reshaping trade flows. Sectors like iron, steel, cement, fertilisers, and aluminium face escalating carbon charges, with significant downstream impacts on industries such as agriculture, automotive, and construction.
December 17, 2025
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By Ben Crick, Freya Gompertz, Grace Yatian Lu, Shyamal Patel
Insights
Why the global zinc market remained tight in 2025
Global zinc fundamentals remained tight in 2025, supported by low London Metal Exchange warehouse stocks and a concentrate supply that has increased but remains insufficient to ease market conditions. Market balance depends largely on how Chinese smelters manage their operating rates, Rodrigo Cammarosano, head of investor relations and treasury at Nexa Resources, said in an exclusive interview on Thursday November 27.
December 12, 2025
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By Pedro Conterno Rodrigues
Insights
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