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Explore the battery raw materials outlook for 2026, highlighting market volatility and shifting geopolitical factors.
European aluminium scrap and secondary ingot prices are on the rise, driven by a significant shortage of scrap. Trade sources indicate that low generation has constrained domestic supply, and this is happening even before the expected EU scrap export restrictions in Spring 2026.
Prices for European biofuel feedstocks from the Annex IX A and B list, including animal fats, used cooking oil (UCO) and soap stock acid oil (SSAO), showed a wide range of volatility during 2025, according to Fastmarkets’ assessments, with levels fluctuating by $152.50 per tonne (16.5%) on average.
US recovered fiber prices and demand remained stable through January as buyers fortified inventories ahead of a projected February generation drop. Leading containerboard producers report healthy to heavy raw material levels, especially for old corrugated containers (OCC), ensuring optimal supply despite anticipated seasonal shifts.
Discover the significance of Brazil lithium in global markets and the political factors influencing its production potential.
Fastmarkets hosted a pivotal discussion recently on the state of the global pulp and paper market. While the calendar pages have turned, the realities outlined during that session have only crystallized further. The pulp industry remains in a precarious balance where supply-side mechanics – rather than surging demand – are dictating the tempo of the market.
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