Discover how fear, deglobalization and AI are transforming the copper market. Insights from the Fast Forward podcast's interview with David Lilley of Drakewood Capital.

The US is being very creative not only in providing funding for projects but also in finding sustainable ways to develop a Western supply of rare earths, Aclara Resources chief executive officer Ramón Barúa Costa told Fastmarkets in an interview on Monday February 9.

When President Trump took office for a second time just over a year ago, he immediately sought to tear up the Inflation Reduction Act (IRA), a key piece of Joe Biden’s legacy. But plans announced earlier this week, ending on Friday February 6, have reshaped the future for cobalt and critical minerals.

The build-out of the Indian battery and critical mineral supply chain requires an integrated approach in terms of government policy, investment and subsidies and technology, market participants said during the inaugural Fastmarkets India Battery & Critical Minerals conference in New Delhi, India, over February 2-3.

Malaysia implemented an absolute ban on imports of electronic waste (e-waste) to take immediate effect on Wednesday February 4, in an attempt to tighten environmental controls and curb illegal shipments, Fastmarkets understands.

The United States convened more than 50 countries in Washington this week for a critical minerals summit that delivered a flurry of new initiatives designed to reshape the geopolitics — and pricing mechanics — of minerals essential to semiconductors, electric vehicles and the defense supply chain.

The US laid out its strongest push yet to reshape global critical minerals supply chains at the inaugural Critical Mineral Ministerial in Washington on Wednesday February 4, where senior officials detailed plans for an allied trade bloc built on reference prices and enforceable price floors – a potential turning point for small, strategically important markets such as tungsten.

A new US initiative to establish a stockpile of critical minerals for the civilian economy could add pressure to already stretched supply, market participants told Fastmarkets on Tuesday February 3 and Wednesday February 4.

European aluminium scrap and secondary ingot prices are on the rise, driven by a significant shortage of scrap. Trade sources indicate that low generation has constrained domestic supply, and this is happening even before the expected EU scrap export restrictions in Spring 2026.

Explore how Saudi EXIM Bank is enhancing its critical minerals supply chains with an $800 million insurance policy supporting global mining.