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    • Trump's first 100 days steel tariffs impact
      Trump’s tariffs on Canada and Mexico rile up the US metals sector
      Trump’s tariffs on Canadian and Mexican metals have introduced significant instability to the U.S. metals sector. The 25% tariffs, coupled with retaliatory measures from Canada and Mexico, have fuelled price volatility, supply chain disruptions, and operational uncertainty across multiple industries. These trade policies are reshaping global market dynamics as stakeholders brace for long-term impacts on steel, aluminium, copper, and other metal commodities.
      March 5, 2025
       · 
      By Mark Burgess, Amy Hinton, Kirstyn Petras, Dan Hilliard, Rae Boyadjis, the Fastmarkets team
      Insights
    • Road, Architecture, Building
      Australia’s dominance in coking coal plus supply squeeze could derail India’s steel growth, experts warn
      The Indian steel industry faces challenges as coking coal demand grows amid supply issues. Insights from Coaltrans India 2025 highlight India's reliance on Australian coal, rising met coke imports, and strategies like blending domestic coal with high-quality options.
      March 4, 2025
       · 
      By Suresh Nair
      Insights
    • Railway, Train, Transportation
      Iron ore surplus in 2025: Market shake-up for Vale, Rio Tinto and China
      Iron ore markets face major shifts as an oversupply looms in 2025, driven by weak demand from Chinese steel mills and changing pricing trends. Key players like Vale and Rio Tinto are tackling challenges such as fluctuating shipments, blending practices in China, and a competitive global market.
      March 3, 2025
       · 
      By Alice Li, Shu Yi Zheng, the Fastmarkets team
      Insights
    • Glass, Light, Accessories
      African graphite supply in 2025: Market shifts, challenges and strategic importance
      Graphite producers in Southeast Africa, including Madagascar, Mozambique and Tanzania, are becoming key players as global demand shifts away from China. Despite challenges like infrastructure and competition, growing demand for large graphite flakes and downstream processing signals a promising future for the region by 2025
      February 27, 2025
       · 
      By Solomon Cefai, Venus Wang, the Fastmarkets team
      Insights
    • Iron Ore Mining
      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
       · 
      By Paul Lim, Claire Patel-Campbell, Solomon Cefai, Jessica Long, Julienne Raboca, the Fastmarkets team
      Insights
    • Purple, Lighting, Light
      Trade barriers unlikely to impact silicon metal supply chain, insights from Elkem
      European silicon giant downplays trade disruption fears amid market volatility, revealing improved Q4 earnings despite falling revenues and alumnium sector weakness.
      February 17, 2025
       · 
      By Julienne Raboca
      Insights
    • Outdoors, Nature, Sea
      Facing the tightening lithium supply challenge in 2025
      The lithium market in 2025 is expected to face significant challenges due to production cuts, shifting demand patterns and geopolitical tensions. These factors are poised to reshape the market landscape, impacting supply chains and pricing strategies.
      February 6, 2025
       · 
      By Callum Perry, Ewan Thomson, the Fastmarkets team
      Insights
    • Trump tariffs court ruling
      US delay of Canada, Mexico tariffs further muddles North America’s steel market
      The impact of the US’ breakneck flip-flop on immediate 25% tariffs on Mexican and Canadian goods this week is adding confusion to a North American steel market long-starved of certainty, sources told Fastmarkets.
      February 4, 2025
       · 
      By Dan Hilliard
      Insights
    • Mexican metals supply chain
      US tariffs on Mexican imports paused for 30 days; both presidents seek agreement
      U.S. tariffs on Mexico shape global trade dynamics, impacting products and prices on both sides of the border.
      February 4, 2025
       · 
      By Gabriela Brumatti, Ana Enis, the Fastmarkets team
      Insights
    • 2025 steel tariffs impact
      Trump’s 2025 trade tactics and impact on steel | 2025 preview
      How Trump’s 2025 trade tactics could shape the future of the US steel industry, with expert insights and predictions.
      January 16, 2025
       · 
      By Alesha Alkaff
      Insights
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