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Strait of Hormuz closure fuels European, US aluminium supply concerns; regional premiums rise
European and US primary aluminium premiums could see further upside pressure on supply concerns following the closure of the Strait of Hormuz, a key transit corridor for Middle Eastern aluminium exports and alumina imports.
March 4, 2026
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By Viral Shah, Joseph Flynn, Madeline Morgan
Insights
Lithium price volatility creates BESS cost uncertainty with hedging in infancy: ESS 2026
Discover how lithium price fluctuations affect BESS markets and procurement strategies
March 3, 2026
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By Viral Shah, Ewan Thomson
Insights
Strait of Hormuz tensions lift freight rates for aluminium, bauxite, zinc, lead and lithium; limited fallout in China
The escalating tensions between Iran and Israel since Saturday February 28 have heightened market concerns over potential disruptions to maritime trade routes, particularly the Strait of Hormuz – a key transit corridor for Iranian material shipments bound for China.
March 3, 2026
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By Shiyue Zhao, Viral Shah, Eva Qi, Josie Zhang
Insights
Zimbabwe imposes immediate ban on exports of raw minerals, lithium concentrates
Zimbabwe has suspended exports of all raw minerals and lithium concentrates with immediate effect, the Ministry of Mines and Mining Development said on Wednesday February 25, citing alleged malpractice and mineral leakages.
March 3, 2026
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By Zihao Li, Xiaoying Du
Insights
Forging uncertainty: How miners can turn market turbulence into strategic advantage
Navigating market volatility with data-driven strategies for resilient mining operations
March 3, 2026
·
Insights
Aluminium climbs as Middle East conflict raises supply disruption risks
Senior analyst Andy Farida offers reactive analysis on the impact the Middle East conflict could have on the aluminium market
March 2, 2026
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By Andy Farida
Insights
New space-based photovoltaics industry growth driven by commercial aerospace, AI power
Commercial aerospace and AI computing power are set to be the primary drivers of demand for the space-based photovoltaics (PV) industry, according to industry sources.
March 2, 2026
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By Nico Zhang
Insights
AI race in Asia’s energy tube, pipe industry: Japan’s philosophy of precision
The contrasting approaches to AI adoption in Asia’s energy tube and pipe industry are most visible when comparing China’s scale-driven transformation with Japan’s precision-focused strategy.
February 27, 2026
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By Una Yin
Insights
Market headwinds stall UK lithium development
Imerys has placed its Imerys British Lithium (IBL) project into care and maintenance, suspending active development for the foreseeable future as it reassesses capital allocation and seeks a long-term partner, the company announced on Friday February 20.
February 25, 2026
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By Xiaoying Du
Insights
Zekelman urges stronger action to protect Canadian domestic steel industry
The Canadian government’s recent efforts to curb unfair steel imports and protectionist measures for its domestic steel industry are “not enough,” and Canada needs to do “exactly what the US is doing,” the executive chairman and chief executive officer of Zekelman Industries, Barry Zekelman, told Fastmarkets in an exclusive interview on Wednesday February 11.
February 25, 2026
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By Rijuta Dey
Insights
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