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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
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By Yasemin Esmen
Insights
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
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By Austin Lamica
Insights
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
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By Eva Nyman
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
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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
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By Mariam Icar
Insights
US-UK trade deal: Tariff reductions on aluminium, steel and automotives
The US-UK trade deal removes tariffs on steel and aluminium while reducing automotive duties, offering relief to British industries and reshaping transatlantic trade dynamics. The agreement also signals broader implications for global trade negotiations, particularly regarding China and excess capacity in metals.
May 9, 2025
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By Amy Hinton, David Bartle
Insights
Pallet prices decline in April amid underwhelming demand
Explore the current shifts in the US pallet market, driven by tariffs, imports and changes in shipping volumes.
May 2, 2025
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By Ian Templeton, Antonio Gallotta
Insights
US port fee proposals to have little effect on China amid healthy bulk ship orders
China's shipbuilding sector remains strong despite proposed US tariffs, leading the industry for the 15th consecutive year in 2024 with 55.7% of global completions and 74.1% of new orders. Chinese shipyards benefit from low labor costs, efficient supply chains and competitive steel prices, offering vessels at significantly lower costs than US equivalents. High demand for materials and next-gen vessels further reinforces China's dominance in global shipbuilding.
April 30, 2025
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By Zihuan Pan, Jessica Long
Insights
Tariffs, uncertainty and evolving demand dynamics | The Lumber Word Podcast live in Montreal
Discover key insights from The Lumber Word Podcast on lumber market dynamics and the impact of current tariffs.
April 25, 2025
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By Dustin Jalbert, the Fastmarkets team
Insights
Upward momentum stalls in Shanghai as Pulp Week participants gauge impacts of trade wars
Sentiment was markedly lower during Shanghai Pulp Week 2025, standing in contrast to the bullish attitudes from a year prior. We focus on three main takeaways from our interactions with industry participants last week and conclude that a wait-and-see approach is likely to remain the dominant pattern in the short run. Key takeaways: US-Canada trade […]
April 23, 2025
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By Patrick Cavanagh
Insights
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