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Japan’s PPC integration deal finalized as copper concentrate squeeze deepens
JX Advanced Metals, Mitsui Kinzoku, Marubeni and Mitsubishi Materials(MMC) inked a deal to integrate MMC's copper concentrate procurement and related products sales business into Pan Pacific Copper (PPC), marking a significant consolidation of Japan's copper concentrate purchasing sector amid persistent pressure from weak treatment and refining charges (TC/RCs).
June 1, 2026
·
By Eva Qi
Insights
Lumber market overview prices shift amid shipping delays
This week's lumber market saw modest price shifts and slow sales. Mills struggled to ship orders, leading to backlogs, while buyers found discounts increasingly difficult to secure.
May 29, 2026
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By the Fastmarkets team
Insights
South American soybean oil prices 2026 outlook: supply and demand amid shifting global policies
A timely deep-dive into how Brazil's biodiesel mandate delays, the US EPA's new Renewable Volume Obligations, and Iran-driven crude oil volatility have combined to reshape South American soybean oil export flows, crush margins, and cash premiums in 2026.
May 28, 2026
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By Eduardo Tinti
Insights
The Pentagon’s mineral reckoning | Fast Forward episode 4 transcript
An interview with Assistant Secretary, Michael Cadenazzi at the Department of War, as it is known, and Zach Boykin, the department's technical director for strategic and critical minerals with Andrea Hotter for the Fast Forward podcast.
May 27, 2026
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By Andrea Hotter
Insights
EU demand for Ukrainian steel holds firm despite CBAM pressure, but wartime supply challenges persist
European buyers were still seeking Ukrainian steel despite the recent rollout of the EU’s Carbon Border Adjustment Mechanism, but constraints on production during wartime were preventing mills from fulfilling the demand, the industry said.
May 27, 2026
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By Fastmarket team
Insights
VinMetal partners Primetals on Ha Tinh steel complex
Vingroup Corp subsidiary VinMetal and UK-based Primetals Technologies have signed a memorandum of understanding (MoU) on Thursday May 7 to cooperate on the development of VinMetal’s high-tech integrated steel complex in Vietnam’s Ha Tinh province, according to local media reports.
May 27, 2026
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By Malvick Ong
Insights
The Pentagon’s mineral reckoning
Critical minerals have long sat quietly in the background of industrial supply chains. Today, they are at the centre of national security strategy. Fastmarkets’ Andrea Hotter speaks to senior officials from the US Department of Defense in the lastest Fast Forward podcast episode.
May 26, 2026
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By Andrea Hotter
Insights
Yuan strength reshapes Asian ferrosilicon trade, pushing costs onto buyers
The recent appreciation of the Chinese yuan against the US dollar is rippling through Asia’s ferrosilicon market, squeezing Chinese export margins, lifting regional prices and shifting currency risks downstream to buyers.
May 26, 2026
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By Shalina Cao
Insights
LatAm steelmakers position for low-carbon future through growing certifications
A growing number of steelmakers across Latin America have received sustainability certifications and environmental recognitions in recent months, reflecting how the region is increasingly positioning itself within the global transition toward lower-emissions steelmaking – although questions still remain surrounding how commercially scalable and economically sustainable this transition will become.
May 26, 2026
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By Ana Enis
Insights
How European automotive OEMs use independent market benchmarks to defend margins under CBAM and EU ETS pressure
As CBAM and the EU ETS reshape cost structures across Europe’s automotive supply chains, OEMs are under growing pressure to protect margins while navigating opaque carbon pass-through.
May 22, 2026
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By the Fastmarkets team
Insights
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