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The United States convened more than 50 countries in Washington this week for a critical minerals summit that delivered a flurry of new initiatives designed to reshape the geopolitics — and pricing mechanics — of minerals essential to semiconductors, electric vehicles and the defense supply chain.
Glencore’s share price fell sharply on Thursday February 5 after Rio Tinto confirmed it was no longer pursuing a potential merger, ending weeks of speculation about a combination that would have created one of the world’s largest mining companies.
The US laid out its strongest push yet to reshape global critical minerals supply chains at the inaugural Critical Mineral Ministerial in Washington on Wednesday February 4, where senior officials detailed plans for an allied trade bloc built on reference prices and enforceable price floors – a potential turning point for small, strategically important markets such as tungsten.
A new US initiative to establish a stockpile of critical minerals for the civilian economy could add pressure to already stretched supply, market participants told Fastmarkets on Tuesday February 3 and Wednesday February 4.
In 2026, the North American wood products industry enters a year of cautious stabilization.
Prices for Carbon Offsetting and Reduction Scheme for International Aviation (CORSIA) Phase 1 (CP1) spot credits continued to drop on Wednesday January 28, with all eyes remaining firmly on supply.
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