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At the recent Berlin ECE commodities event, two major themes dominated discussions: the surprising stability of Ukrainian domestic corn prices despite bearish forecasts, and growing concerns over Egypt’s state grain procurement process.
The ongoing US government shutdown is reshaping the steel industry as stalled federal projects, delayed contracts and budget uncertainty ripple through domestic supply chains. With infrastructure spending on hold, producers are confronting weaker demand and rising pressure across the broader manufacturing sector.
Harena Resources is staking a claim in Madagascar’s rare earths sector, intending to supply the US amid rising global demand and the continued dominance of Chinese producers, the company’s chairman has told Fastmarkets.
The US tungsten supply chain is entering a period of transformation as defense-related funding, new domestic projects, and global trade restrictions reshape market dynamics. The growing focus on national security and critical minerals is driving fresh momentum in US tungsten production.
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