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    • US aluminium demand destruction
      The US aluminium industry debates demand destruction following tariffs
      The US aluminium industry is experiencing challenges related to tariffs, which have contributed to higher prices and premiums, raising questions about potential impacts on demand. Alcoa's CEO has noted that sustained high prices could affect the domestic market. While trade agreements might provide some relief, analysts expect premiums to remain elevated in the near term. However, aluminum demand is projected to grow over the long term, supported by the energy transition and clean energy projects. To meet this demand, the industry will need to increase production, restart idle smelters and address factors such as electricity costs and global competition.
      May 21, 2025
       · 
      By Yasemin Esmen
      Insights
    • Food, Produce, Bottle
      UK-US trade deal threatens UK bioethanol and future SAF
      The UK’s domestic bioethanol industry could be at risk as a result of the recent trade deal announced between the UK and the US, industry members have warned.
      May 21, 2025
       · 
      By Timothy Worledge, Alexandra Chapman, the Fastmarkets team
      Insights
    • Wood, Plant, Tree
      Can US federal land offset imported Canadian timber products?
      Learn how timber imports affect the US economy regarding Canadian softwood lumber and future trade policies.
      May 15, 2025
       · 
      By Austin Lamica
      Insights
    • US-China trade agreement
      US-China 90-day tariff deal brightens trade and economic outlook
      The recent US-China agreement to temporarily reduce tariffs is a major step for global trade, with tariffs on US goods entering China dropping from 125% to 10% and on Chinese goods entering the US decreasing from 145% to 30% starting May 14. While this has boosted markets and created optimism, key industries like autos and steel remain affected, leaving businesses waiting for clearer long-term trade policies.
      May 13, 2025
       · 
      By Robert England
      Insights
    • Southern Yellow Pine
      European BEK pulp prices drop in April
      BEK pulp prices in Europe dropped $40/tonne in April, driven by US import tariff uncertainties and weaker demand in China.
      May 13, 2025
       · 
      By Eva Nyman
      Insights
    • US-China metals trade
      Pause in US-China trade tensions inspires cautious optimism in Chinese non-ferrous metals markets
      The US-China trade truce announced on May 12 has brought cautious optimism to China’s non-ferrous metals markets, signaling a possible shift in global trade. Starting May 14, the removal of additional tariffs has impacted sectors like battery raw materials, minor metals and base metals such as zinc and nickel, with mixed reactions. While the improved sentiment has lifted futures prices and trade activity, the long-term effects remain unclear due to challenges like supply-demand pressures and export controls.
      May 13, 2025
       · 
      By Carrie Shi, Dylan Duan, Sally Zhang, Sybil Pan, Chay Chye Leng, Shiyue Zhao, Zihao Li, Venus Wang, Nico Zhang, Eva Qi
      Insights
    • Lumber prices continue to drop with wood market cautious amid tariff uncertainty
      Explore the current trends in the wood market as prices for framing lumber continue to decline amidst economic uncertainty.
      May 12, 2025
       · 
      By Joe Pruski, the Fastmarkets team
      Insights
    • Middle East: PIX packaging GCC index for testliner and fluting stable on flat demand in April
      Explore the latest trends in packaging prices in the GCC region, focusing on recycled fiber-based containerboard in April.
      May 12, 2025
       · 
      By Mariam Icar
      Insights
    • US-UK trade deal removes Section 232 tariffs
      US-UK trade deal: Tariff reductions on aluminium, steel and automotives
      The US-UK trade deal removes Section 232 tariffs on British steel and aluminium, reduces automotive tariffs and sets a framework for addressing global trade issues.
      May 9, 2025
       · 
      By Amy Hinton, David Bartle
      Insights
    • Electronics, Speaker, Car
      Ford trims $2.5 billion tariff exposure, suspends earnings guidance
      Ford Motor Company will offset $1 billion of an expected $2.5 billion exposure from tariffs and remains "on track and within our original full-year guidance range of $7 billion-8.5 billion" in operating earnings for 2025, Jim Farley, president and chief executive officer, said during the automaker's first-quarter earnings call on Monday March 5.
      May 7, 2025
       · 
      By Robert England
      Insights
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