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Pending tariffs could raise US car prices while potentially ‘fortifying’ the industrial base
Tariffs on steel and aluminum will raise US car prices, increase production costs, and squeeze profit margins. Smaller car companies may struggle to compete, while retaliatory actions could disrupt the global auto market, reshaping manufacturing and trade industry-wide.
March 5, 2025
·
By Robert England
Insights
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
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By Mark Burgess, Amy Hinton, Kirstyn Petras, Dan Hilliard, Rae Boyadjis, the Fastmarkets team
Insights
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
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
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By Alice Li, Shu Yi Zheng, the Fastmarkets team
Insights
Pallet prices holding steady as market awaits tariff decision
Pallet prices in the US market held steady this month amid uncertainty on how proposed tariffs under the Trump administration would play out. The tariffs, if sustained, could significantly worsen inflation, threatening the trust that many voters placed in Trump to lower prices. While the immediate effects on the US pallet system are limited, a […]
February 28, 2025
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By Ian Templeton, Antonio Gallotta
Insights
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
Navigating the future of critical minerals supply chains | Fast Forward
Securing essential resources: Tackling supply chain challenges with strategic solutions and global alliances
February 27, 2025
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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
Proposal to launch high-grade nickel matte cif China payable indicator: pricing notice [corrected]
The update can be found here or on the Fastmarkets platform via a search of the report’s headline.
February 26, 2025
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By Dylan Duan
Insights
Proposal to launch high-grade nickel matte cif China payable indicator: pricing notice [corrected]
Nickel matte is a raw material used to produce nickel sulfate, along with mixed hydroxide precipitate and nickel briquette, feeding into the battery sector. With the commission of new class-1 nickel projects in China and Indonesia, nickel matte is also widely used to make nickel full plate cathodes. We have been seeing a boom in […]
February 26, 2025
·
By Dylan Duan
Insights
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