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Tungsten 2026: Geopolitics sets global tone
The global tungsten market in 2026 is marked by extreme volatility driven by geopolitical tensions, trade disputes, and resource nationalism, especially between China and the US. These dynamics have caused significant supply disruptions and price surges across tungsten products.
March 18, 2026
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By Claire Patel-Campbell
Insights
The tariff mirage: why steel prices are higher than they should be
In the past year, trade policy has and continues to fuel change and dynamics in the North American steel market. Meanwhile, inflation has remained at or above 2.7% while the Fed Fund rate hovers around 2.64. The consumer continues to bear a growing burden to keep the economy from stalling, as finished goods markets search for their own nadir, stability and potential growth paths.
March 17, 2026
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By Kim Leppold, Felix Below
Insights
China searches for a way out of Brazil’s steel barriers
The recent wave of anti-dumping measures approved in Brazil has been met with some concern in China — the country most affected by the Brazilian government’s decisions in this case — but despite the negative impact, Chinese participants see the moves as just another phase of doing business.
March 9, 2026
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By Nina Gattis
Insights
Zekelman urges stronger action to protect Canadian domestic steel industry
The Canadian government’s recent efforts to curb unfair steel imports and protectionist measures for its domestic steel industry are “not enough,” and Canada needs to do “exactly what the US is doing,” the executive chairman and chief executive officer of Zekelman Industries, Barry Zekelman, told Fastmarkets in an exclusive interview on Wednesday February 11.
February 25, 2026
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By Rijuta Dey
Insights
Copper’s new fundamental: How fear is shaping the market
Discover how fear, deglobalization and AI are transforming the copper market. Insights from the Fast Forward podcast's interview with David Lilley of Drakewood Capital.
February 24, 2026
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Insights
Canada not a ‘dumping ground or transshipment hub;’ Section 232 tariffs unjustified: CSPA
The US and Canadian steel industries are “aligned” in trade policies, and the imposition of Section 232 tariffs against Canada is “unjustified,” Canadian Steel Producers Association (CSPA) vice president for trade and industry affairs Francois Desmarais told Fastmarkets in an exclusive interview on Friday February 6.
February 19, 2026
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By Rijuta Dey, Alesha Alkaff
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
What does Malaysia’s complete ban on e-waste imports mean for battery, aluminium, copper recyclers?
Malaysia implemented an absolute ban on imports of electronic waste (e-waste) to take immediate effect on Wednesday February 4, in an attempt to tighten environmental controls and curb illegal shipments, Fastmarkets understands.
February 11, 2026
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By Tianran Zhao, Carman Chew
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
A shift in iron ore trade flows, preferences across imported iron ore grades expected in 2026
Understand how changing demand and costs are reshaping the iron ore trade flows across global markets in 2026.
January 14, 2026
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By Norman Fong, Alice Li, Shu Yi Zheng, Adele Pan
Insights
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