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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
Trafigura, Mercuria receive copper, cobalt from DRC’s artisanal supplier
The Democratic Republic of Congo's (DRC) state-controlled Entreprise Générale du Cobalt (EGC) announced its first copper and cobalt shipments to Swiss traders Trafigura and Mercuria on Monday February 9, with Trafigura using the Lobito Corridor to transport commodities.
February 12, 2026
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By Sofia Okun, Julienne Raboca
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
From Kinshasa to Kansas: US lays out its plan to reshape cobalt supply chains
When President Trump took office for a second time just over a year ago, he immediately sought to tear up the Inflation Reduction Act (IRA), a key piece of Joe Biden’s legacy. But plans announced earlier this week, ending on Friday February 6, have reshaped the future for cobalt and critical minerals.
February 11, 2026
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By Alexander Cook
Insights
India’s battery supply chain: Building a sustainable future
The build-out of the Indian battery and critical mineral supply chain requires an integrated approach in terms of government policy, investment and subsidies and technology, market participants said during the inaugural Fastmarkets India Battery & Critical Minerals conference in New Delhi, India, over February 2-3.
February 11, 2026
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By Viral Shah
Insights
What does Malaysia’s complete ban on e-waste imports mean for battery, aluminium, copper recyclers?
Malaysia implemented an absolute ban on imports of electronic waste (e-waste) to take immediate effect on Wednesday February 4, in an attempt to tighten environmental controls and curb illegal shipments, Fastmarkets understands.
February 11, 2026
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By Tianran Zhao, Carman Chew
Insights
Extension of India soybean oil, sunflower oil consultation
The consultation, which was originally open until February 6, sought to address growing market interest in these prices, to give more visibility into the price formation process and to more closely align these assessments with observed trading patterns. Specifically, Fastmarkets is seeking further feedback on: Extended consultation periodThe extended consultation period for these proposed changes starts […]
February 10, 2026
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By Fastmarkets pricing team
Insights
What the Rio Tinto-Glencore breakup really tells us | Hotter Commodities
For a brief moment, the mining sector allowed itself to consider a bold idea: Rio Tinto and Glencore in merger discussions.
February 10, 2026
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By Andrea Hotter
Insights
Middle East: PIX GCC containerboard market trends show testliner and fluting indices dip in January
The latest GCC containerboard market trends show slight price declines and muted demand across Saudi Arabia and the UAE, with cashflow pressures, rising production costs, and growing local competition shaping January’s performance.
February 10, 2026
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By Mariam Icar
Insights
Publication of Fastmarkets’ steel scrap No1 busheling, delivered mill Chicago assessment on Monday February 9, 2026
Fastmarkets published its assessment of the MB-STE-0232 steel scrap No1 busheling, consumer buying price, delivered mill Chicago, $/gross ton on Monday February 9, 2026.
February 9, 2026
·
By Fastmarkets pricing team
Insights
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