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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
Energy up, output down, demand weak; Europe’s aluminium squeeze
The Strait of Hormuz, through which roughly 20% of global oil and liquefied natural gas (LNG) flows, has been closed for three months since US-Israeli strikes on Iran began on February 28, driving up energy costs and putting Europe's aluminium sector under pressure.
June 3, 2026
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By Madeline Morgan
Insights
Why cross‑border price intelligence is now critical for the US–Mexico automotive supply chain
USMCA-driven localization is strengthening automotive supply chains, improving resilience and reducing certain cost risks. But as production spans multiple stages across the US–Mexico corridor, OEMs need clearer visibility into how costs build across regions to maintain margin control.
June 2, 2026
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By the Fastmarkets team
Insights
Fastmarkets proposes to amend holiday pricing schedule for aluminium P1020A, FOB Indonesia premium assessment: pricing notice
The assessment, which currently follows the UK holiday calendar, will follow the Singapore holiday calendar after the proposed change. There will be no change to the publication timing, and the assessment will continue to be published weekly on Wednesdays, at 7pm Singapore time. The purpose of the adjustment is to align the timing to the […]
June 2, 2026
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By Fastmarkets pricing team
Insights
Why cross-commodity market intelligence matters now
When packaging inputs, agricultural markets, energy and freight costs move simultaneously, siloed buying becomes harder to manage. Learn how Fastmarkets market intelligence supports procurement teams
May 22, 2026
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By Kem Gammie, the Fastmarkets team
Insights
How European automotive OEMs use independent market benchmarks to defend margins under CBAM and EU ETS pressure
As CBAM and the EU ETS reshape cost structures across Europe’s automotive supply chains, OEMs are under growing pressure to protect margins while navigating opaque carbon pass-through.
May 22, 2026
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By the Fastmarkets team
Insights
El Niño threat sharpens strategic value of aluminium and steel scrap in Europe
A developing El Niño weather pattern is drawing fresh attention across European metals markets at a moment when the continent‘s energy infrastructure is already under acute stress – and for producers and traders in secondary aluminium and ferrous scrap, the implications are hard to ignore.
May 21, 2026
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By Declan Conway
Insights
Proposal to amend minimum tonnage specification for aluminium P1020A (MJP) spot Premium, cif Japan: pricing notice
Based on preliminary market feedback, market participants noted that smaller-sized spot market transactions may be skewed and not reflective of the wider market. The aluminium P1020A(MJP), cif Japan, assessment specification which has a minimum tonnage of 100 tonnes will be amended to 500 tonnes after the proposed change. The proposed new specifications are as follows, […]
May 18, 2026
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By Fastmarkets pricing team
Insights
Europe’s reliance on copper, aluminium imports exposed as security concerns overtake energy transition
On Wednesday May 6, a critical minerals panel at Commodities Trading Week in London said metals markets are shifting from an energy transition-led narrative toward security of supply, leaving Europe particularly exposed because of its reliance on imports.
May 12, 2026
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By Madeline Morgan
Insights
North American automotive OEMs: How to protect margins in a volatile raw materials market
North American automotive OEMs are navigating one of the toughest cost pressures today: raw material volatility. As supply chains become more localized through USMCA, the IRA, and reshoring, manufacturers continue to face rising material price risks.
April 24, 2026
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By Fastmarkets Metals
Insights
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