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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
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By Solomon Cefai, Venus Wang, the Fastmarkets team
Insights
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
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
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By Julienne Raboca
Insights
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
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By Callum Perry, Ewan Thomson, the Fastmarkets team
Insights
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
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By Dan Hilliard
Insights
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
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By Gabriela Brumatti, Ana Enis, the Fastmarkets team
Insights
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
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By Alesha Alkaff
Insights
Trump’s first 100 days – policies, trade and steel markets | 2025 preview
Trump’s first 100 days, analyzing his policies, impacts, including tariffs, and the effects on global trade
January 16, 2025
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By the Fastmarkets team
Insights
Trade turmoil and the future of critical minerals | 2025 preview
Trade tensions and critical minerals: 2025 outlook on disruptions, supply chain diversification, and local production strategies.
January 15, 2025
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By Jon Stibbs, Solomon Cefai, Sahil Shaw, Caroline Messecar, Julienne Raboca, the Fastmarkets team
Insights
Three things ferro-alloys traders want in 2025… and three they don’t | 2025 preview
Ferro-alloys market 2025: Trends, rising steel demand, stable policies and key challenges fuelling uncertainty.
January 15, 2025
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By Holly Chant, Jessica Long, the Fastmarkets team
Insights
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