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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
·
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
Hormuz snarl strains aluminium supply | Hotter Commodities
The aluminium market is being pulled in two directions by the Middle East conflict: upstream feedstocks sit in temporary buffer stocks, while delivering metal to consuming regions is becoming increasingly difficult
March 16, 2026
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By Andrea Hotter
Insights
How Gulf port disruptions impact global base metal exports
Jeddah in Saudi Arabia and Port of Sohar in Oman are becoming tactical workarounds for base metal exports blocked by the Strait of Hormuz closure, with cargo transiting via land-bridge to other Gulf states, such as Bahrain and the United Arab Emirates – though capacity constraints and elevated logistics costs limit availability, sources with direct visibility of Gulf supply chains told Fastmarkets.
March 13, 2026
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By Viral Shah, Julienne Raboca, Abdi Salad, the Fastmarkets team
Insights
US invites proposals to boost supply of tungsten and 12 other critical minerals
The US military is seeking proposals to expand domestic production of 13 critical minerals used in defense and high‑tech applications. The initiative aims to reduce reliance on foreign supply chains amid heightened geopolitical tensions and growing risks to global commodities trade.
March 5, 2026
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By Sebastian Evelyn
Insights
Liontown revives expansion study, signals staged growth model, CEO says | Hotter Commodities
Liontown Resources has revived its previously deferred expansion study at its Kathleen Valley mine and is weighing near-term orders for long-lead equipment, its chief executive officer said – the clearest signal yet that growth planning is returning to the agenda as lithium market conditions stabilize.
March 5, 2026
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By Andrea Hotter
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
Copper’s new fundamental: How fear is shaping the market
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.
February 24, 2026
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Insights
US actions very creative to secure rare earths supply, Aclara CEO says
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.
February 13, 2026
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By Leticia Simionato
Insights
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