Participants in the antimony market were questioning whether China might resume antimony exports to the US following the trade truce signaled during the recent meeting between US President Donald Trump and Chinese President Xi Jinping on the sidelines of an international summit in South Korea last week.

China will expand its national emissions trading system (ETS) to new sectors and introduce absolute carbon caps under an updated climate plan submitted to the UN Framework Convention on Climate Change (UNFCCC) on Monday November 3.

The European Commission has confirmed that CBAM indirect emissions will not be included for metals products under the upcoming Carbon Border Adjustment Mechanism (CBAM), while pre-consumer scrap is set to become a standalone CBAM product, EU Commission representative Martin Becker said during the European Roundtable on Climate Change and Sustainable Transition (ERCST) webinar on Thursday October 30.

The United Nations Framework Convention on Climate Change (UNFCC) has approved its first methodology under Article 6.4, also known as the Paris Agreement Crediting Mechanism (PACM), the UNFCC announced on Thursday October 30.

With time, it is natural that low-carbon aluminium will be valued, and that the market will pay a green premium because clients are each day demanding more certificates, Anderson Baranov, chief executive officer of Norsk Hydro Brazil told Fastmarkets in an interview on Thursday October 30.

Canada has officially designated select minerals - including graphite, scandium, and rare earths - as national security priorities under the country's Defence Production Act, providing guaranteed buyers for some domestic producers and signalling a move closer to government-backed price floors.

Harena Resources is staking a claim in Madagascar’s rare earths sector, intending to supply the US amid rising global demand and the continued dominance of Chinese producers, the company’s chairman has told Fastmarkets.

The US tungsten supply chain is entering a period of transformation as defense-related funding, new domestic projects, and global trade restrictions reshape market dynamics. The growing focus on national security and critical minerals is driving fresh momentum in US tungsten production.

In this Fast Forward episode, Major General Alberto Rosende, CEO of M2I Global, joins Andrea Hotter with William Adams and Alex Cook to unpack the next generation of the US critical minerals stockpile strategy – and its impact.

The United States-Mexico-Canada Agreement (USMCA) will undergo a formal review starting in July 2026 as the Aluminum Association seeks tariff harmonization and import monitoring across the North American market.