Price data, forecasts, insights and events for commodity markets

The geopolitics-led diversification of critical minerals supply chains is broadly viewed as a tailwind to the lithium market, senior executives said during the Executive Keynote Panel at Fastmarkets’ Global Lithium, Battery and Critical Materials in Las Vegas on Tuesday June 23.

The iron ore market in 2026 shows fragile recovery driven by rising freight costs rather than demand growth. This dynamic challenges pricing signals and margin management for miners and processors.

Asia holds a growing pipeline of CORSIA-eligible supply, yet slow carbon credit authorization keeps much of it off the market as airlines approach mandatory 2027 compliance.

Amid solid demand and tight supply, Poland’s unbleached kraftliner prices increased in June, while recycled containerboard prices remained unchanged.

JSW Steel USA’s production of its first fully degassed 12-inch slab at its mill in Mingo Junction, Ohio, could reduce the company’s reliance on imported slab, according to information obtained by Fastmarkets, raising questions about future demand for Brazilian exports at a time when the global slab market is already facing weaker demand and increasing competition.

Latin America’s apparent steel consumption is expected to remain broadly stalled in 2026 before recovering more meaningfully in 2027, but the region’s steel industry continues to face mounting pressure from rising imports and historically weak production levels, according to Latin American steel association Alacero.