Navigating trade policies

Commodity market news and insights from Fastmarkets in the wake of Trump's re-election

Insights for global markets and industries

With Donald Trump as the 47th US president, major changes are happening in trade tariffs and climate policies. These shifts could impact global markets, manufacturing and US trade. They bring both opportunities and challenges for businesses. 

Staying informed and adapting to these evolving policies empowers companies to navigate unfair trade practices, understand stringent decarbonization targets, seize new export opportunities and mitigate import challenges. 

The US government’s Inflation Reduction Act (IRA) is likely to have significant consequences for the global battery materials supply chain, and financial incentives from the EU’s Critical Raw Materials Act (CRMA) will mean some businesses will re-examine their investment opportunities. Our expert team delivers updates on price trends, market insights and short- and long-term forecasts to help you understand their impact. Whether tracking manufacturing trends or trade relationships with partners, our coverage helps you refine strategies and adapt confidently to changing markets. 

Confidently navigate shifting trade policies and regulations. Use our analysis to stay ahead in agriculture, forest products, metals, mining, manufacturing, and new-generation energy markets. For full access, become a customer. 

  • Stay informed on trade measures impacting exports, imports and supply chains in the US and globally
  • Track price movements and market volatility as new regulations take shape
  • Access expert insights and analysis from our global reporting and editorial team
Latest trade policy insights

Read on to discover how the 2024 US election results, changing trade tariffs and climate policies are impacting US and global commodity markets

US President Donald Trump’s decision to impose 25% tariffs on imports of steel products into the US has generated a strong reaction in the EU, with market sources expecting a domino effect and a subsequent trade war, Fastmarkets heard on Tuesday February 11.

Access our expert lumber predictions for 2025, including insights into significant movements in the housing market.

A 30-day delay in implementation of tariffs on Canadian shipments to the US reset recent trends in framing lumber markets. Sales picked up in most regions and species, but higher quotes early in the week retreated nearer to last week’s levels. Western S-P-F sales were mixed, but several secondaries reported their strongest days of the […]

The lithium market in 2025 is expected to face significant challenges due to production cuts, shifting demand patterns, and geopolitical tensions. These factors are poised to reshape the market landscape, impacting supply chains and pricing strategies.

The new US trade tariffs threaten the fragile global trade balance and risks reigniting inflation.

The impact of the US’ breakneck flip-flop on immediate 25% tariffs on Mexican and Canadian goods this week is adding confusion to a North American steel market long-starved of certainty, sources told Fastmarkets.

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