Accelerating energy storage deployment is reshaping lithium demand, broadening the market beyond electric vehicles (EVs) and reducing reliance on a single growth driver.

The steel market is increasingly pivoting away from blast furnace (BF) production and toward electric-arc furnaces (EAFs), Keith Shuttlesworth, chief commercial officer of clean iron technology company Electra, told Fastmarkets in an interview on Tuesday March 10.

The auto industry is well-positioned to accelerate the use of lower emissions steel and automakers are increasingly using the material to boost competitiveness in the EV market.

Navigating market volatility with data-driven strategies for resilient mining operations

Explore the battery raw materials outlook for 2026, highlighting market volatility and shifting geopolitical factors.

Explore the latest trends in US auto production, including shifts towards hybrids and the impact on steel demand.

Canada has officially designated select minerals - including graphite, scandium, and rare earths - as national security priorities under the country's Defence Production Act, providing guaranteed buyers for some domestic producers and signalling a move closer to government-backed price floors.

Learn how US policymakers are focusing on rare earth magnets and recycling to build a sustainable supply chain.

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.

‘Animal spirits’ are back in the copper market as supply disruptions, declining ore grades, and rising demand push prices toward $19,000–$22,000 per tonne, with long-term demand supported by electrification, defense, and global infrastructure growth.