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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.
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Latest news and market analysis

The West entered the rare earths race late as countries in general were slow to act and now China is far ahead, Mineração Taboca executive manager Ronaldo Lasmar said in an interview with Fastmarkets.

Europe’s pulp and paper producers faced persistent headwinds in the first quarter of 2026, with geopolitical tension, rising energy costs and logistics pressure shaping a market that matters to food and beverage procurement.

Global sack kraft supply-demand dynamics are adjusting, with tight supply, mill closures and rising costs reshaping a market that matters to food and beverage procurement teams.

How independent price data and market intelligence close the visibility gap – from origin to factory gate.

Soybean oil bases in Argentina and Brazil hit a record spread to their counterpart in the US Gulf on June 1, with a mix of biofuel policies, harvest pressures and export competition against rival oils creating massive regional divergences, although the spread decreased by the end of last week amid a CME soyoil futures sell-off.

The Mexico ETS is on track for a 2027 operational launch. Officials expect low initial carbon prices and a central role for offsets while emissions-intensive sectors near the limit of available cuts.

Your definitive podcast for the critical minerals and battery raw materials markets

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