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Naturally produced graphite offers a cheaper and more supply-chain stable alternative for battery manufacturers and consumers, Jon Jacobs, chief commercial officer of US-based mineral resources developer Westwater Resources, told Fastmarkets in an exclusive interview on Thursday June 4, as concerns over Chinese dominance in the market forced buyers to look elsewhere.
Policy clarity on 45Z is redrawing the US biofuel feedstock hierarchy – rebuilding domestic soybean oil’s position, disqualifying Chinese UCO, and tightening supply against record-high blending mandates.
US linerboard prices are set to rise again this month, marking a rare second formal increase in four months amid permanent capacity cuts and climbing manufacturing costs.
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.
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