IN CASE YOU MISSED IT: 5 key stories from March 5

Here are five Fastmarkets MB stories you might have missed on Tuesday March 5 that are worth another look.

The United States Commerce Department launched a Section 232 investigation into titanium sponge imports on Monday March 4 after domestic producer Titanium Metals Corp (Timet) filed a petition in September.

Ferro-chrome prices are likely to be supported in the near to medium term by concerns over South Africa’s power constraints, market sources believe. 

Fastmarkets will host a free web seminar on Monday March 18 at 10am London time, to introduce the new Fastmarkets-settled London Metal Exchange cash-settled alumina and aluminium premiums contracts.

The US spot copper premium, which has held at a four-year high since July 2018, could come under pressure from an anticipated influx of Chinese material, market participants told Fastmarkets AMM.

Domestic iron ore supply in China has limited capacity to ramp up after smaller and higher-cost miners exited the market over the past few years, a local miner said.

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Own-sourced copper output from Glencore’s African copper assets — KCC and Mutanda in the Democratic Republic of Congo — surged by 68% year on year to 67,900 tonnes over the same period, while Glencore’s cobalt production fell by 39% year on year amid the DRC’s export quota system.
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.
Capital is flowing back into junior mining, but selectively. Investment is increasingly favouring development‑stage assets with clearer paths to production, supported by government funding and strategic partnerships. While demand for critical minerals underpins the cycle, early‑stage explorers continue to struggle for capital as investors prioritise discipline, ESG alignment and near‑term cash flow.
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.
China's planned sulfuric acid export ban from May 1, historic lows for copper concentrates treatment and refining charges (TC/RCs) and a fragmenting 2026 benchmark system dominated CESCO Week 2026 in Santiago from April 13-17.
The proposal would align the index more closely with physically traded volumes in the region, and enable it to adjust to evolving market conditions. This proposal follows an observed widening of the spread between trader and smelter purchase components of the index and is aligned with a majority of market feedback. Additionally, Fastmarkets seeks feedback […]