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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
·
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
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By Andrea Hotter
Insights
The impact of tariffs on Freeport-McMoRan’s copper production and growth | Hotter Commodities
How tariffs, economic uncertainty and innovation are shaping the future of US copper production
April 11, 2025
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By Andrea Hotter
Insights
Future of copper mining: addressing global demand with strategic alliances and sustainable innovations | Hotter Commodities
Read special correspondent Andrea Hotter's coverage from CESCO Week 2025 and learn more about the growing demand for copper
April 11, 2025
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By Andrea Hotter
Insights
European pulp and paper industry weighs impact of US tariffs
The European pulp and paper (P&P) industry is struggling to assess the possible impact of tariffs. First, US President Donald Trump announced a 10% blanket tariff on all goods imported to the US. Additionally, he announced higher “reciprocal” tariffs with those he deemed worst offenders. This included a 20% tariff on EU goods. He later […]
April 11, 2025
·
By the Fastmarkets team
Insights
Fastmarkets tracks Mexico primary aluminium premiums amid changing market dynamics
This article examines trends in CIF aluminium premiums in Mexico and the current dynamics that led to the launch of new references, while highlighting challenges and opportunities in the market to support stakeholders in making strategic decisions in the country
April 10, 2025
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By Leticia Simionato
Insights
US policy analysis: US economy faces dramatic slowdown
President Trump's recent tariffs, including a 25% levy on imported vehicles, have disrupted the US economy, triggering market turmoil, retaliatory actions and challenges for industries like EVs and battery raw materials. With rising inflation, reduced consumer confidence and a bleak growth outlook, economic pressure continues to mount.
April 10, 2025
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By Amy Bennett, the Fastmarkets team
Insights
Copper smelting growth likely but mines need to keep up | Hotter Commodities
Aurubis CEO says that copper smelting growth is likely but the market needs to avoid overcapacity
April 10, 2025
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By Andrea Hotter
Insights
Indirect tariff impacts may delay, deter copper investments, Aurubis CEO says | Hotter Commodities
Aurubis CEO discusses copper tariff impacts and strategic investments in US and Europe
April 10, 2025
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By Andrea Hotter
Insights
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