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DRC quota extension eases cobalt supply concerns, but market reaction muted
The Democratic Republic of Congo’s (DRC) move to extend its export window for cobalt quotas has been viewed as potentially easing supply tightness, although the immediate market reaction has been limited.
April 9, 2026
·
By Xiaoying Du
Insights
Five takeaways from Fastmarkets’ Bauxite & Alumina conference 2026
Growing uncertainty over Guinea’s bauxite export policy, alongside severe disruption to alumina supply chains caused by the closure of the Strait of Hormuz, emerged as key themes at the Fastmarkets Bauxite & Alumina Conference in Miami on March 24-25, with delegates warning of heightened price volatility and shifting trade flows.
April 2, 2026
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By Joseph Flynn, Laura Varriale
Insights
‘Massive’ discrepancy between DRC cobalt hydroxide exports, allocated quota: sources
The Democratic Republic of the Congo (DRC) may have exported less than half of the volumes allocated to miners for the fourth quarter of 2025, extended to the end of the first quarter of 2026, under the country's new quota system, sources told Fastmarkets in the week to Wednesday March 25.
April 1, 2026
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By Sofia Okun
Insights
Mining’s capital challenge with Sir Mick Davis, Vision Blue Resources
Why overcoming finance hurdles in mining is crucial for securing critical minerals and powering the global shift to clean energy
March 31, 2026
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Insights
Mining stifled by capital crunch: Navigating risks, costs and energy security | Fast Forward episode 2 transcript
An interview with Sir Mick Davis, former CEO of Xstrata, founder and CEO of Vision Blue Resources, on financing in mining with Andrea Hotter for the Fast Forward podcast
March 31, 2026
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Insights
Guinea calls time on runaway bauxite growth | Hotter Commodities
Guinea’s long-anticipated intervention in the bauxite market is beginning to take shape.
March 31, 2026
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By Andrea Hotter
Insights
Blue Moon Apex deal underscores gallium, germanium supply push, refining gap
Blue Moon Metals’ acquisition of the past-producing Apex mine in Utah from Canadian miner Teck Resources is the latest example of the push to boost gallium and germanium production in the West. But for miners seeking to cash in on higher prices of these metals, smelting arrangements remain a question.
March 25, 2026
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By Sebastian Evelyn
Insights
Rio Tinto targets broader aluminium footprint, division CEO says
Rio Tinto Aluminium is expanding its footprint beyond its historic hydro-powered Canadian base, targeting Europe, Asia and Latin America as part of a deliberate diversification strategy, according to the unit’s chief executive officer.
March 24, 2026
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By Andrea Hotter
Insights
What to expect from the lithium markets in South America
The webinar “Lithium in South America: An overview of the present and future,” presented the chance to gain valuable insights into the key dynamics currently influencing the lithium markets in South America, alongside expectations for how the regional and global outlook may evolve.
March 19, 2026
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By Leticia Simionato
Insights
Ten key points on low-carbon steel, aluminium markets
The European Union’s Industrial Accelerator Act (IAA), published on Wednesday March 4, was a new step in the bloc’s efforts to decarbonize heavy industry and to support strategic supply chains in sectors such as steel, cement and aluminium.
March 17, 2026
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By Julia Bolotova, Laura Varriale
Insights
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