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The US aluminium market faces growing instability as ongoing tariff adjustments take a toll on cross-border trade with Canada. This article examines how uncertain policies are driving pricing risks, creating volatility in premiums, and forcing industry players to pause transactions.

The expansion of Section 232 steel tariffs is creating ripples across the US supply chain, affecting industries far and wide. From the escalating cost of raw materials to shifts in demand and production strategies, businesses are adjusting to the new realities of a tariff-driven market.

US steel tariffs have sparked strong reactions, reshaping global trade and leaving the steel market in flux. This article explores the key impacts of these tariffs on market trends, industry players, and trade policies. From policy goals to resulting uncertainties, gain insight into how these measures are influencing the future of steel and global markets.

The US-Ukraine mineral partnership deal has stalled due to security concerns, leaving future negotiations uncertain despite Ukraine's critical role in global mineral supplies. Meanwhile, President Trump has imposed tariffs on Canada, Mexico, and China and launched a copper import investigation to address national security risks and reduce reliance on foreign resources.

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.

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.

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.

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

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.