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CFR China soybean premium turns negative for first time this season
Brazilian soybean prices are under further pressure from another bumper harvest and weak Chinese demand
January 31, 2024
·
By Jane Li
Insights
Cobalt oversupply brings change to long-term contracts
The emergence of a large oversupply in the cobalt market over the past 18 months has helped drive further evolution into how long-term supply agreements will be structured going into 2024
January 30, 2024
·
By Alexander Cook
Insights
North American liner price rises impact demand outlook for boxmakers
In a marketplace with more than enough supply and unsettled demand, pricing for linerboard held unchanged for January, as major integrated mills lined up their Jan. 1 invoices for higher pricing of $70/ton on linerboard and $100-110/ton for corrugating medium in North America’s open market. Based on Fastmarkets’ PPI Pulp & Paper Week pricing survey, roughly one-third […]
January 30, 2024
·
By Gregory Rudder
Insights
Market volatility drives changes to QPs in spodumene contracts | 2024 preview
Underlying terms for contracts of spodumene are evolving for 2024 and beyond to address market volatility
January 30, 2024
·
By Justin Yang, Callum Perry
Insights
Three macro factors to impact purchasing decisions | 2024 preview
Now that we are moving into 2024, it’s a good time to take a look at what to expect over the next 12 months. In this market outlook, we’ll dive deep into the global macroeconomic landscape and its impact on shifting consumer behaviors and its impact on economies worldwide. The global macroeconomic keyword for 2024 […]
January 30, 2024
·
By Lasse Sinikallas
Insights
IGO increases frequency of spodumene concentrate offtake pricing from Greenbushes mine
Australian miner IGO Ltd will reset its spodumene concentrate offtake volumes pricing from the Greenbushes Operation every month, effective from January 1, 2024,
January 29, 2024
·
By Zihao Li
Insights
Industry group warns EU SAF mandates in reach, but final decisions needed
The 45 projects slated to produce the biofuel could produce up to 1.7 million tonnes of sustainable jet fuel by 2023, analysis from Transport & Environment showed
January 29, 2024
·
By Timothy Worledge
Insights
The challenging world of Russian aluminium sanctions | Hotter Commodities
The London Metal Exchange is finding that when it comes to metal of Russian origin, and in particular aluminium, it can't please all of the people all of the time.
January 29, 2024
·
By Andrea Hotter
Insights
Graphite anode supply chain localization proceeding but challenges remain
Supply chain localization of the graphite industry is a trend that is expected to continue in 2024 amid ongoing geopolitical tensions and excess capacity in Mainland China, the major holder of the global anode supply. Challenges remain, however, sources told Fastmarkets
January 29, 2024
·
By Sybil Pan, Jon Stibbs
Insights
China’s refined nickel export volume soars in 2023
Volume of refined nickel exported by China soared in 2023, official customs data released on Monday January 22 shows, after new entrants in the refining business stepped up their sales efforts in the overseas market
January 26, 2024
·
By Dylan Duan
Insights
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