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Ford trims $2.5 billion tariff exposure, suspends earnings guidance
Ford Motor Company will offset $1 billion of an expected $2.5 billion exposure from tariffs and remains "on track and within our original full-year guidance range of $7 billion-8.5 billion" in operating earnings for 2025, Jim Farley, president and chief executive officer, said during the automaker's first-quarter earnings call on Monday March 5.
May 7, 2025
·
By Robert England
Insights
Trump’s first 100 days: effects on steel industry and what lies ahead
Trump’s first 100 days in his second term have reignited debates over the impact of tariffs on the US steel industry. While the administration claims tariffs protect American jobs and boost the economy, experts point to rising costs and uncertainties affecting businesses. From higher steel prices to strained trade relations, the effects are already being felt, leaving many questioning the future of US steel and related markets.
May 1, 2025
·
By Alesha Alkaff
Insights
US port fee proposals to have little effect on China amid healthy bulk ship orders
China's shipbuilding sector remains strong despite proposed US tariffs, leading the industry for the 15th consecutive year in 2024 with 55.7% of global completions and 74.1% of new orders. Chinese shipyards benefit from low labor costs, efficient supply chains and competitive steel prices, offering vessels at significantly lower costs than US equivalents. High demand for materials and next-gen vessels further reinforces China's dominance in global shipbuilding.
April 30, 2025
·
By Zihuan Pan, Jessica Long
Insights
Rare earths supply chains: Challenges, opportunities and a path forward | Fast Forward
Explore how rare earths power innovation, China's dominance and efforts to build a resilient global supply chain
April 29, 2025
·
Insights
US-Europe fault lines widen over critical raw materials at IEA energy security summit
The US warned of Chinese dominance in the rare earths market, while the UK and EU pushed for a coordinated approach to decarbonization and electrification at the UK-hosted International Energy Agency (IEA) Summit on the Future of Energy Security in London on Thursday April 24.
April 28, 2025
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By Julienne Raboca
Insights
Floodgates may open for seabed mining | Hotter Commodities
The recent US executive order intended to fast-track seabed mining projects has thrown a spotlight on a sector that faces a storm of challenges, including from its stakeholders.
April 28, 2025
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By Andrea Hotter
Insights
Market split over likely impact of diverted Canadian aluminium on European premiums
How much Canadian aluminium is being diverted from the US to Europe, when will it arrive and what impact will it have on premiums? The market appears to be split, but that could all change at the end of June, sources told Fastmarkets in the week to Thursday April 17.
April 23, 2025
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By Sayaka Kurata
Insights
Upward momentum stalls in Shanghai as Pulp Week participants gauge impacts of trade wars
Sentiment was markedly lower during Shanghai Pulp Week 2025, standing in contrast to the bullish attitudes from a year prior. We focus on three main takeaways from our interactions with industry participants last week and conclude that a wait-and-see approach is likely to remain the dominant pattern in the short run. Key takeaways: US-Canada trade […]
April 23, 2025
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By Patrick Cavanagh
Insights
Tariffs create volatility, but long-term conviction remains, says Rio Tinto Copper CEO | Hotter Commodities
Tariffs are creating a short-term period of volatility, but are not shifting conviction on the long-term fundamentals of the copper market, the chief executive officer of Rio Tinto Copper has said
April 15, 2025
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By Andrea Hotter
Insights
Copper producers ‘keep calm and carry on’ amid chaos | Hotter Commodities
Producers of copper appear to be adopting the public mantra of “keep calm and carry on” while trade tensions escalate. But this belies an underlying mood of concern that not just they, but the wider industry, has assumed
April 15, 2025
·
By Andrea Hotter
Insights
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