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JSW Steel USA’s growing steel slab independence raises the stakes for Brazilian exporters
JSW Steel USA’s production of its first fully degassed 12-inch slab at its mill in Mingo Junction, Ohio, could reduce the company’s reliance on imported slab, according to information obtained by Fastmarkets, raising questions about future demand for Brazilian exports at a time when the global slab market is already facing weaker demand and increasing competition.
June 25, 2026
·
By Nina Gattis
Insights
Containerboard prices up in Mexico for first time in 11 months amid low availability of US imports, higher costs
The Mexican containerboard market saw a rapid shift in June as reduced US paper exports forced buyers to refocus on domestic supply, triggering price increases.
June 25, 2026
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By Marina Faleiros
Insights
SYP substituting for tightening availability of Canadian, European Spruce
US lumber yards substitute Southern Yellow Pine for dwindling Canadian and European softwood imports, impacting grade availability and market dynamics across the country.
June 19, 2026
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By Peter Malliris
Insights
US tariff threat trims Brazilian molding orders, but demand proves resilient
The threat of new US tariffs has slightly reduced Brazilian softwood molding orders, but resilient market demand is preventing a major price drop.
June 19, 2026
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By Joe Pruski
Insights
US tissue parent roll prices steady in June as increased supply, freight pressures cloud outlook
Tissue jumbo/parent roll prices were largely unchanged in the United States in June, as higher domestic supply and steady demand kept the market balanced.
June 18, 2026
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By Renata Mercante
Insights
UAW, American Axle reach agreement to end strike, potentially restoring lost steel demand
US trade union United Auto Workers and the Dauch Corporation, formerly known as American Axle, reached a tentative agreement on Wednesday June 10 that could restore the loss in demand for automotive steel resulting from a workers’ strike.
June 17, 2026
·
By Robert England
Insights
Ford Energy: a strategic pivot from EV headwinds to energy infrastructure growth
Ford’s launch of Ford Energy reflects a clear strategic reset rather than simple diversification. The company is responding to a widening gap between earlier EV assumptions and current market reality, where demand growth has slowed, subsidy support has become less reliable, and large-scale battery investments are now underutilized.
June 17, 2026
·
By Walter Zhang
Insights
Surging lithium demand is outpacing growth of US supply chain: US Elemental
The sharp rise in demand for lithium is outpacing the growth of an independent US supply chain, Ian Rodger, chief executive officer of lithium development company US Elemental, told Fastmarkets in an exclusive interview on Wednesday June 3.
June 9, 2026
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By Rachel McGuire
Insights
Markets assess potential impacts of US Section 301 tariffs on Brazil
The Trump administration has concluded its investigation against Brazil under Section 301, with the country’s Trade Representative Jamieson Greer proposing a 25% tariff on the South American country’s imports but putting forth a list of exempted items.
June 9, 2026
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By Eduardo Tinti, Taís Laporta, Leticia Pakulski, Jorge Barbosa, Pedro Conterno Rodrigues, Nina Gattis
Insights
Automotive sector steel demand at risk in UAW strike at American Axle: analysts
A United Auto Workers (UAW) strike at the American Axle factory in Three Rivers, Michigan, that began on Monday June 1 could lead to reduced demand for automotive steel if not resolved quickly, but analysts disagree on whether it will ultimately have a significant impact.
June 8, 2026
·
By Robert England
Insights
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