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Ex-China lithium hydroxide production ramp-ups face delays on weaker demand
Lithium hydroxide production outside China continues to encounter operational hurdles and softer downstream demand, slowing the pace at which new capacity can achieve stable commercial output.
February 26, 2026
·
By Xiaoying Du
Insights
Mariana targets 20% cost cut at US lithium project, CEO says
Mariana Minerals is aiming to reduce US lithium production costs by roughly 20% using software to manage plant operations, the company’s chief executive officer told Fastmarkets.
February 25, 2026
·
By Andrea Hotter
Insights
Delayed publication of Taiwan steel scrap
The publication of Fastmarkets’ MB-STE-0464 - Steel scrap HMS 1&2 (80:20 mix) US material import, cfr main port Taiwan, $/tonne assessment for Thursday February 19 was delayed because of a reporter error. Fastmarkets’ pricing database has been updated.
February 19, 2026
·
Insights
US actions very creative to secure rare earths supply, Aclara CEO says
The US is being very creative not only in providing funding for projects but also in finding sustainable ways to develop a Western supply of rare earths, Aclara Resources chief executive officer Ramón Barúa Costa told Fastmarkets in an interview on Monday February 9.
February 13, 2026
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By Leticia Simionato
Insights
From Kinshasa to Kansas: US lays out its plan to reshape cobalt supply chains
When President Trump took office for a second time just over a year ago, he immediately sought to tear up the Inflation Reduction Act (IRA), a key piece of Joe Biden’s legacy. But plans announced earlier this week, ending on Friday February 6, have reshaped the future for cobalt and critical minerals.
February 11, 2026
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By Alexander Cook
Insights
Publication of Fastmarkets’ steel scrap No1 busheling, delivered mill Chicago assessment on Monday February 9, 2026
Fastmarkets published its assessment of the MB-STE-0232 steel scrap No1 busheling, consumer buying price, delivered mill Chicago, $/gross ton on Monday February 9, 2026.
February 9, 2026
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By Fastmarkets pricing team
Insights
Proposal to amend frequency of US delivered tin price: pricing notice
Fastmarkets selects the frequency of publication of a market assessment after considering the number of data points (deals, bids, offers, deals heard and assessments) that it can reasonably expect to collect on a consistent basis over the selected period to support the price assessment process. This proposal follows preliminary discussions with the market as well […]
February 9, 2026
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By Fastmarkets pricing team
Insights
US-led price floors set to shake critical minerals markets: Hotter Commodities
The United States convened more than 50 countries in Washington this week for a critical minerals summit that delivered a flurry of new initiatives designed to reshape the geopolitics — and pricing mechanics — of minerals essential to semiconductors, electric vehicles and the defense supply chain.
February 6, 2026
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By Andrea Hotter
Insights
Critical Minerals Ministerial unveils US trade bloc proposal; tungsten market reacts
The US laid out its strongest push yet to reshape global critical minerals supply chains at the inaugural Critical Mineral Ministerial in Washington on Wednesday February 4, where senior officials detailed plans for an allied trade bloc built on reference prices and enforceable price floors – a potential turning point for small, strategically important markets such as tungsten.
February 6, 2026
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By Shalina Cao
Insights
$12 billion US critical minerals stockpile could tighten supply chains
A new US initiative to establish a stockpile of critical minerals for the civilian economy could add pressure to already stretched supply, market participants told Fastmarkets on Tuesday February 3 and Wednesday February 4.
February 6, 2026
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By Solomon Cefai, Sofia Okun, Caroline Messecar, the Fastmarkets team
Insights
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