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Markets assess potential impacts of US Section 301 tariffs on Brazil
The Trump administration has concluded its investigation against Brazil under Section 301, with the country’s Trade Representative Jamieson Greer proposing a 25% tariff on the South American country’s imports but putting forth a list of exempted items.
June 9, 2026
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By Eduardo Tinti, Taís Laporta, Leticia Pakulski, Jorge Barbosa, Pedro Conterno Rodrigues, Nina Gattis
Insights
Automotive sector steel demand at risk in UAW strike at American Axle: analysts
A United Auto Workers (UAW) strike at the American Axle factory in Three Rivers, Michigan, that began on Monday June 1 could lead to reduced demand for automotive steel if not resolved quickly, but analysts disagree on whether it will ultimately have a significant impact.
June 8, 2026
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By Robert England
Insights
US copper build-up intensifies on tariff risk: Hotter Commodities
Half a million tonnes of copper is sitting in US warehouses, and the traders who put it there are starting to wonder whether they’ve built a hedge, or a trap.
June 8, 2026
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By Andrea Hotter
Insights
Mexico-EU agreement may boost steel trade, but US to remain Mexico’s preferred partner
The newly signed Mexico-EU (EU) trade deal could signal a shift in steel trade toward the EU, but Mexican steelmakers will still prefer trade within North America, a steel producer told Fastmarkets.
June 3, 2026
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Insights
Why European automotive procurement needs granular market intelligence
European automotive procurement faces growing complexity due to regional cost volatility and policy-driven supply chains reshaping material pricing and sourcing strategies. This demands granular, region-specific market intelligence for precise cost modeling and strategic decision-making.
June 3, 2026
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By the Fastmarkets team
Insights
Energy up, output down, demand weak; Europe’s aluminium squeeze
The Strait of Hormuz, through which roughly 20% of global oil and liquefied natural gas (LNG) flows, has been closed for three months since US-Israeli strikes on Iran began on February 28, driving up energy costs and putting Europe's aluminium sector under pressure.
June 3, 2026
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By Madeline Morgan
Insights
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
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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
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