Explore how changing rules on minor metals from China are impacting traders and driving new strategies in the market.

Download the full report to read about what sourcing professionals can learn from the disruption and get more tips to mitigate supply chain risks

Learn how US policymakers are focusing on rare earth magnets and recycling to build a sustainable supply chain.

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.

With cobalt exports from the Democratic Republic of Congo (DRC) set to resume in a few days’ time, the LME Week event in London has so far served as a mixing pot for opinions on how far the current price rally could go and the blue metal’s long-term future – from a perspective of both upstream DRC policy and downstream battery chemistry.

Xerion Advanced Battery Corp. is about to commission a 50-tonne cobalt production unit in Dayton, Ohio, part of its strategy to scale early annual output to 2,000 tonnes.

Europe is facing a potential green aluminium deficit as production halts in Iceland and Mozambique threaten regional supply. Market analysts warn that the resulting shortage of low-carbon aluminium could reshape trade flows and drive higher premiums through 2026.