Investment shortfalls, aggravated by recent poor performance in commodities markets, political and economic instability and surging demand, have sown the seeds for the next commodity bull cycle, leading to “metal shocks” in a similar vein to the “oil shocks” of the 1970s, according to economist Philippe Gijsels, chief strategy officer at BNP Paribas Fortis.

Trade tensions and critical minerals: 2025 outlook on disruptions, supply chain diversification, and local production strategies.

Ferro-alloys market 2025: Trends, rising steel demand, stable policies and key challenges fuelling uncertainty.

Renewed US-China trade tensions with Donald Trump’s second presidential term could bolster Southeast Asia’s aluminium scrap industry in 2025, particularly amid still-growing Chinese demand, sources told Fastmarkets by Tuesday, January 14.

European steel and aluminium producers have urged the European Commission to take immediate and effective action to tackle "scrap leakage" so that the European Union can meet its sustainable development aims and secure industrial competitiveness.

China issued its first national standard for black mass material used in lithium-ion battery recycling on the final day of 2024, with market participants expecting that it will provide clearer guidance on importing the material into the powerhouse country, Fastmarkets heard on Friday January 10.

Reducing reliance on China’s hugely successful critical minerals supply chain dominance was never going to be easy, as some western mining companies are finding out the hard way.

Markets will be required to pay a premium for green alumina soon because of producer Alunorte’s developments in terms of decarbonization and sustainability, Carlos Neves, vice president of operations at Hydro Bauxite and Alumina, said in an interview with Fastmarkets on Tuesday January 7.

President Joe Biden has followed up on his threat to block the $15 billion acquisition of US Steel by Japan’s Nippon Steel.In a statement released early on Friday January 3, President Biden cited national security concerns for his decision, despite US Steel’s own objections and an inconclusive Committee on Foreign Investment in the United States […]

European imports of pipeline natural gas from Russia via Ukraine have ended, putting the region’s metals smelters and refineries on alert for potential hikes in operational costs.