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How Project Vault is being built: Hotter Commodities
A new US-backed structure is attempting to turn critical minerals inventory from a cost burden into a strategic asset. Project Vault combines pooled demand, private governance and capped-return financing to create a shared supply buffer—and potentially the first steps toward price discovery in fragmented markets.
May 6, 2026
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By Andrea Hotter
Insights
Copper supply lags demand as permitting delays, lower grades, policy risks bite: FT Commodities Summit
Copper’s long-term outlook is constrained by the industry’s limited ability to bring new supply online fast enough to meet rising demand, with permitting delays, higher capital costs and policy risks slowing project development, industry executives said at the FT Commodities Global Summit on Wednesday April 22.
May 5, 2026
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By Eva Qi
Insights
HRC rally pushes US Galvalume price up by $30/t in April despite soft demand
The US domestic Galvalume price increased by $30 per ton in April despite soft end demand. The coated price boosted solely based on continuing strength in the hot-rolled coil market, sources said.
May 5, 2026
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By Rijuta Dey
Insights
The role of a PRA in strategic cost management for food and beverage packaging
Price Reporting Agencies (PRAs) like Fastmarkets are helping more F&B companies manage packaging and ingredient costs by providing a unified, comprehensive view of their true cost drivers. Find out how.
April 30, 2026
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By the Fastmarkets team
Insights
Global crude steel production forecast revision: supply-side shocks drive Jan-Apr 2026 downgrade
Fastmarkets’ April 2026 revision to its global crude steel production forecast underscores how policy actions, geopolitical disruptions and cost pressures are reshaping the near-term steel supply outlook.
April 29, 2026
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By Una Yin
Insights
Why Chinese steel imports threaten Mexican manufacturing jobs
China’s emergence over the past two decades has reshaped global trade. What began as rapid export-led expansion in the early 2000s has evolved into a far more strategic model: one centered on control of intermediate goods, deep integration into global supply chains, and the creation of structural dependencies across industries and regions, according to Mexico’s former ambassador to China, Jorge Guajardo.
April 27, 2026
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By Nina Gattis
Insights
China’s Tsingshan plans to build another aluminium smelter in Indonesia
China's Tsingshan Holding Group is in talks with potential project partners about building another aluminium smelter in North Maluku, Indonesia, sources told Fastmarkets in the week to Thursday April 16.
April 21, 2026
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By Chay Chye Leng, Zachary Tia, Josie Zhang, Madeline Morgan
Insights
Kamoa-Kakula Q1 copper concentrate output falls 54% year on year, Ivanhoe weighs third-party purchases
Copper in concentrate production from Ivanhoe Mines' Kamoa-Kakula complex in the Democratic Republic of Congo (DRC) fell to 61,906 tonnes in the first quarter, down by 54% from 133,120 tonnes a year earlier, with the company now evaluating local third-party concentrate purchases to advance the ramp-up of its on-site smelter, according to an April 13 production release as the market focused its attention on the impact of global sulfuric acid shortages during CESCO Week in Chile from April 13-17.
April 20, 2026
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By Julienne Raboca, Benjamin Wein, Sally Zhang
Insights
Logistic issues, tight supply strain Middle East steel market; May could get worse: AGSI CEO
Logistics disruptions, sharply higher freight costs and limited raw materials supply are among the main impacts from the ongoing conflict between the US, Israel and Iran on the Middle East's steel market, Asam Hussain, the chief executive officer of Arabian Gulf Steel Industries (AGSI), told Fastmarkets on Wednesday April 1.
April 7, 2026
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By Ivelina Nikolova
Insights
Five takeaways from Fastmarkets’ Bauxite & Alumina conference 2026
Growing uncertainty over Guinea’s bauxite export policy, alongside severe disruption to alumina supply chains caused by the closure of the Strait of Hormuz, emerged as key themes at the Fastmarkets Bauxite & Alumina Conference in Miami on March 24-25, with delegates warning of heightened price volatility and shifting trade flows.
April 2, 2026
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By Joseph Flynn, Laura Varriale
Insights
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