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Correction to wheat 13.5% FOB Canada CWRS on June 30
The corrections are as follows: AG-WHE-0028 Wheat 13.5% FOB Canada CWRS $/mt Incorrect prices: M1 July $279.00 per tonne M2 August $53.75 per tonne M3 September $55.50 per tonne M4 October $48.25 per tonne M5 November $48.25 per tonne M6 December $50.25 per tonne M7 January $41.00 per tonne M8 February $39.25 per tonne M9 March […]
July 1, 2025
·
By Mark Shenk
Insights
‘Probably miscalculated’ assumptions at Kakula mine force Ivanhoe to overhaul entire Kamoa-Kakula complex: CEO
'Probably miscalculated’ assumptions at Kakula mine force Ivanhoe to overhaul entire Kamoa-Kakula complex, explains CEO Marna Cloete.
June 27, 2025
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By the Fastmarkets team, Julienne Raboca
Insights
Southeast Asia’s non-ferrous scrap hub role tested by import hurdles, trade tensions | CMRA Bangkok
Tariff concerns and opaque import regulations dominated discussions among aluminium and copper scrap market participants at the 2025 ASEAN Recycling Metals International Conference held in Thailand on June 18-20.
June 27, 2025
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By Carman Chew
Insights
European sawn timber industry transformed by €400M buying spree
A major merger and acquisition (M&A) wave, conservatively estimated to exceed €450 million ($516 million) in deal value across European sawn timber markets—including over €160 million in disclosed deals plus several large undisclosed transactions and recent distressed asset acquisitions—signals a fundamental shift toward market concentration that could likely reduce pricing volatility while creating new competitive dynamics favoring integrated participants and Baltic production hubs.
June 26, 2025
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By Sanjoy Narayan
Insights
Asian containerboard markets and tariff uncertainty
My last Viewpoint at the end of February provided some thoughts on the outlook for Asian paper and board markets in 2025, and it highlighted three areas of concern that could hold back growth: the trade war, China's sluggish economy and inflation. Fast forward four months and a lot has happened, especially related to the trade war. In this Viewpoint, I provide my latest thoughts on developments in these three areas and then drill down specifically on the containerboard market and look at what has happened and where things are going.
June 26, 2025
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By Beth Lis
Insights
EAF steel: Addressing decarbonization in the sector
The decarbonization of the steel industry has been widely discussed in Europe over the past few years. But much of the focus has been on blast furnace–basic oxygen furnace (BF-BOF) based mills, given their higher carbon intensity.
June 25, 2025
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By Julia Bolotova, Lee Allen, the Fastmarkets team
Insights
European steel industry: ArcelorMittal halts EAF/DRI project
Leading European steelmaker ArcelorMittal has scrapped a planned EAF-DRI project in Germany due to the poor economic environment and a “lack of economic viability,” the company said on June 19.
June 25, 2025
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By Julia Bolotova
Insights
Correction to sausage casings, resale, North American hog runners, whiskered, ex-works North America on June 20
North American hog runners price published on Friday was incorrect due to a formula miscalculation. The original reported price of $1.63 has been corrected to the accurate rolling average of $1.61. Fastmarkets’ pricing database has been updated to reflect this change. AG-SC-0002 Sausage casings, resale, North American hog runners, whiskered, ex-works North America, cents/strand This price […]
June 24, 2025
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By Ryan Capozziello
Insights
China’s steelmaking losses incentivize global rebalancing | World Steel Dynamics CEO
Downward pressure on global steel prices, caused by continued high levels of Chinese steel production at prices below costs, creates incentives than can lead to a rebalancing of global supply and demand and a boost to profitability, World Steel Dynamics chief executive officer Philipp Englin said at the Global Steel Dynamics Forum in New York on Wednesday June 18.
June 23, 2025
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By Robert England
Insights
Correction to feathermeal, fob US Delmarva Peninsula weekly average for May 31-June 6
Due to a system error, the market price for June 2 was used twice in the calculation of the weekly average for AG-FML-0008 Feathermeal, fob US Delmarva Peninsula, $/short ton, resulting in an error. Fastmarkets’ pricing database has been updated to reflect this change. Incorrect weekly average for May 31-June 6: $185-270 per short tonCorrect weekly average […]
June 17, 2025
·
By Chloe Krimmel
Insights
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