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How to read President Trump’s Congressional address: metal edition
US President Donald Trump’s address to Congress on Tuesday March 4 contained key strategic policy objectives that will have a direct impact on global metals markets. Fastmarkets takes a high-level view of the key strategies below: “They tariff us…we will tariff them.” The Trump administration will introduce reciprocal tariffs on all countries that levy duties […]
March 5, 2025
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By Dan Hilliard, Amy Hinton
Insights
Trump’s tariffs on Canada and Mexico rile up the US metals sector
Trump’s tariffs on Canadian and Mexican metals have introduced significant instability to the U.S. metals sector. The 25% tariffs, coupled with retaliatory measures from Canada and Mexico, have fuelled price volatility, supply chain disruptions, and operational uncertainty across multiple industries. These trade policies are reshaping global market dynamics as stakeholders brace for long-term impacts on steel, aluminium, copper, and other metal commodities.
March 5, 2025
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By Mark Burgess, Amy Hinton, Kirstyn Petras, Dan Hilliard, Rae Boyadjis, the Fastmarkets team
Insights
China announces new duties on US agricultural imports as US tariffs take effect
China has announced additional tariffs of up to 15% on imports of US goods from March 10, with the new measures covering largely agricultural products, alongside restricted exports to 15 US companies, according to a notice posted by the country’s Ministry of Finance and Ministry of Commerce on Tuesday, March 4. Imports of agricultural goods […]
March 4, 2025
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By the Fastmarkets team, Regina Koh, Masha Belikova, Jenny Ma
Insights
Zinc market insights from IZA San Diego conference
Presenters shared insights into zinc market dynamics at the International Zinc Association’s (IZA) International Zinc and Zinc Oxide conference held February 23-26 in San Diego.
March 3, 2025
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By Natasha Porter, Rae Boyadjis, the Fastmarkets team
Insights
Iron ore surplus in 2025: Market shake-up for Vale, Rio Tinto and China
Iron ore markets face major shifts as an oversupply looms in 2025, driven by weak demand from Chinese steel mills and changing pricing trends. Key players like Vale and Rio Tinto are tackling challenges such as fluctuating shipments, blending practices in China, and a competitive global market.
March 3, 2025
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By Alice Li, Shu Yi Zheng, the Fastmarkets team
Insights
Navigating the future of critical minerals supply chains | Fast Forward
Securing essential resources: Tackling supply chain challenges with strategic solutions and global alliances
February 27, 2025
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Insights
War and uncertainty drive surging demand for defense-critical metals: Part 1
Three years of war have reshaped the critical metals markets. In the first of a two-part report, we look at how overlapping conflicts have reverberated through supply chains critical to defense and civilian industries.
February 26, 2025
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By Paul Lim, Claire Patel-Campbell, Solomon Cefai, Jessica Long, Julienne Raboca, the Fastmarkets team
Insights
Key talking points ahead of IZA’s International Zinc & Zinc Oxide conference
Here are some key discussion topics ahead of the International Zinc Association’s (IZA) International Zinc & Zinc Oxide 2025 conference, taking place in San Diego on February 23-26.
February 24, 2025
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By Shiyue Zhao, Natasha Porter, Rae Boyadjis, the Fastmarkets team
Insights
Latin American aluminium market digests possible consequences of Trump tariffs
More than one week after US President Donald Trump announced 25% tariffs on all steel and aluminium imports, the aluminium markets in Mexico, Argentina and Brazil are still worried about the consequences and ongoing uncertainty around the potential implications for global trade flows, sources told Fastmarkets.
February 21, 2025
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By Leticia Simionato
Insights
Hermosa project gives US chance at manganese self-reliance, president says | Hotter Commodities
The US has the opportunity to be self-reliant on manganese for use in batteries once South32’s Hermosa project is up and running, the president of Hermosa told Fastmarkets.
February 21, 2025
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By Andrea Hotter
Insights
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