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Latest news and market analysis

This week’s lumber market saw modest price shifts and slow sales. Mills struggled to ship orders, leading to backlogs, while buyers found discounts increasingly difficult to secure.

Tissue jumbo roll prices continued their upward trend in Europe during May, driven by rising input costs. Virgin fiber-based rolls increased by €20-30 per tonne, with similar hikes seen for recycled grades.

A timely deep-dive into how Brazil’s biodiesel mandate delays, the US EPA’s new Renewable Volume Obligations, and Iran-driven crude oil volatility have combined to reshape South American soybean oil export flows, crush margins, and cash premiums in 2026.

Japanese auto producer Honda canceled plans to produce electric vehicles in North America amid weak demand and pressure from the US government, the company said during its earnings call for the fiscal year ended March 31, 2026.

The Brazil carbon market is being built to do more than cut emissions. The government wants to turn low-carbon steel and aluminium into a trade advantage and position Brazilian green metals as the SBCE phases in.

An interview with Assistant Secretary, Michael Cadenazzi at the Department of War, as it is known, and Zach Boykin, the department’s technical director for strategic and critical minerals with Andrea Hotter for the Fast Forward podcast.

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

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