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Cobalt export quotas: DRC sets limits to rebalance global supply
The Democratic Republic of Congo has introduced cobalt export quotas following the suspension period, setting limits on shipments while outlining future allocations. The policy is designed to balance global supply and demand while supporting the country’s ambition to develop domestic processing capacity.
September 22, 2025
·
By Alexander Cook
Insights
Mexican steel: Tariff shifts could have “mixed effects” on industry
Mexico will impose tariffs on around 1,400 imported products from countries with which it does not have a trade agreement, according to Mexican government officials, in a move that industry sources say signals alignment with the US but could have “mixed effects” for the steel industry.
September 19, 2025
·
By Rachel McGuire, Nina Gattis, the Fastmarkets team
Insights
The global race for battery supply chain control
The global battery supply chain race is transforming economic influence, with gigafactories, raw material sourcing and recycling strategies shaping the future of electrification and energy storage
September 18, 2025
·
By the Fastmarkets team
Insights
Europe’s battery sector should focus on ESS, not OEMs, says Hoffman
Europe’s battery industry is being urged to prioritise energy storage systems over electric vehicle competition with China, as rising AI-driven power demand and grid pressures highlight the need for scalable storage solutions.
September 18, 2025
·
By Jon Stibbs
Insights
Mexican aluminium industry seeking deal with US while disengaging from China
The Mexican aluminium industry is navigating trade challenges as it seeks closer alignment with the US while reducing dependence on China, amid rising scrap prices, proposed tariffs and ongoing pricing uncertainty.
September 17, 2025
·
By Leticia Simionato
Insights
Latin America’s forest products industry navigates global shifts and sustainability imperatives
Discover insights on Latin America’s forest products, from sustainability efforts to its position in a global oversupply market.
September 17, 2025
·
By Stephanie Hsia
Insights
How AI and data center growth drive copper demand in the US
Copper demand in data centers is accelerating as artificial intelligence drives higher power needs, advanced cooling systems and greater infrastructure requirements. This trend highlights both the opportunities and challenges around sustainability, domestic production and global supply chains.
September 16, 2025
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By Rae Boyadjis
Insights
Latin America’s soybean market outlook 2025/26 – global implications
Latin America, led by Brazil, is becoming a significant global soybean producer. This article explores how the region can navigate opportunities and risks amid rising geopolitical tensions and shifting trade dynamics in 2025 and beyond.
September 16, 2025
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By Joao Morciani
Insights
Teck seeks Chinese smelters deal for Red Dog concentrates hit by 10% tariff: industry sources
Chinese zinc smelters rejected Teck Resources’ proposal that they absorb the cost of a 10% reciprocal tariff against the US on the Canadian miner’s shipments of zinc concentrates from its Red Dog mine in Alaska, sources told Fastmarkets, highlighting the challenges producers are navigating as geopolitical risks rise.
September 5, 2025
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By Shiyue Zhao, Felix Njini, the Fastmarkets team
Insights
First Quantum Minerals copper production to reach 1.5 mln tpy by 2035, CEO says
Tristan Pascall, chief executive officer of Vancouver-based First Quantum Minerals, gave an exclusive interview with Fastmarkets on Friday August 29, in which he explains why Africa is the best place to build large copper mines, and gave his opinion of the outlook for the nickel, gold and copper sectors.
September 4, 2025
·
By James McKeigue
Insights
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