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Indian import ferrous scrap demand faces recurrent threat from cheaper metallics in 2025
India’s ferrous scrap imports have rebounded in early 2025 but remain vulnerable due to competitive domestic DRI prices and shifting sourcing strategies by steelmakers. While near-term demand is subdued, long-term prospects depend on evolving supply chains and policy decisions.
July 23, 2025
·
By Lee Allen, Aameer Sayed
Insights
CDR offtakes reach 61.5 mln tCO2e in H1; tech giants continue to drive demand
Combined nature-based and durable carbon dioxide removal (CDR) offtakes totaled at least 61.5 million tonnes of carbon dioxide equivalent (tCO2e) in the first half of 2025, according to data compiled by Fastmarkets, with technology giants continuing to drive the bulk of demand.
July 21, 2025
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By Laura Roberts
Insights
US tariffs reshaping global aluminium flows, Alcoa CEO says | Hotter Commodities
Global aluminium producer Alcoa has already diverted 100,000 tonnes of Canadian metal away from the US market in response to uncertainty about import tariffs with trade measures continuing to upend traditional trade flows and pushing the company to rethink its global supply strategy, its chief executive officer said.
July 18, 2025
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By Andrea Hotter
Insights
One Big Beautiful Bill expected to drive mostly positive outcomes for critical minerals sector
In a move received with optimism from industry experts, the One Big Beautiful Bill allocates billions in federal funding to bolster the US critical minerals sector through multiple venues, signaling strong government support for domestic production and supply chain resilience. Market participants expect the demand effect from the introduction of timelines on 45X and repealing of 30D credits to be limited.
July 17, 2025
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By Yasemin Esmen
Insights
Cash vegetable oil market digests passage of 45Z; waiting on RVOs, SREs
US vegetable oil trading in the cash market was extraordinarily quiet to start the new week on Monday July 7. The market got off to a slow start as market sources returned to their desks following the passage of “One, Big, Beautiful Bill” on Thursday July 3, with key updates to the 45Z Clean Fuel Production Credit (CFPC).
July 16, 2025
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By Amanda Luhavalja
Insights
US copper scrap industry needs export controls, PMR CEO says | Hotter Commodities
The United States' copper recycling industry is ramping up pressure on policymakers to impose some form of export controls on high-purity copper scrap, arguing that current trade dynamics – particularly with China – are distorting prices, weakening domestic capacity and undermining national security goals.
July 15, 2025
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By Andrea Hotter
Insights
US copper scrap markets look to transition to LME vs COMEX
US copper scrap market participants are shifting from COMEX to LME pricing in response to extreme price volatility and a new 50% copper import tariff. The change is influencing discount formulas, export strategies and long-term trading dynamics across the sector.
July 15, 2025
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By Kirstyn Petras
Insights
DRC cobalt export ban: When will market tightness hit?
In the weeks following confirmation that the cobalt market will face an additional three months of no exports from the Democratic Republic of Congo (DRC), metal prices have consolidated as participants point to the future for bullish sentiment.
July 15, 2025
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By Alexander Cook
Insights
Trump’s tariff on US imports from Brazil could profoundly affect pulp market
Explore the implications of the 50% tariff on the pulp market, impacting trade dynamics and costs for industries reliant on pulp.
July 14, 2025
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By Jorge Barbosa
Insights
Copper rattled by tariffs, clarity yet to come | Hotter Commodities
The global copper market has finally received the widely anticipated news that imports to the US will be tariffed from August 1. The finer details of the tariffs, including their scope, and whether key copper-exporting nations like Chile, Canada and Peru will be exempt, remain unclear.
July 10, 2025
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By Andrea Hotter
Insights
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