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

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.

Iron ore is now the new pawn in international geopolitics, with China now pushing yuan-based payments for imported iron ore

LME Week 2025 opens for the lithium market amid rising uncertainty over China’s new export controls on battery materials, and a shifting outlook for domestic supply from lepidolite and salt-lake projects

Geology not ideology: Why collaboration is key in the critical minerals supply chain

Steel imports into Brazil are expected to decline further as Chinese tax changes and weak domestic demand weigh on the market. With interest rates at two-decade highs, both imports and local production are under pressure, though 2026 could bring short-term recovery tied to election-year stimulus.

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.

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.

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.

Aluminium producers in other countries are increasingly viewing Brazil as an alternative market because of the growing difficulties in accessing the markets in the US because of that country’s import tariffs, market participants said in the week to Thursday August 28.