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Latest news and market analysis

The global tungsten market in 2026 is marked by extreme volatility driven by geopolitical tensions, trade disputes, and resource nationalism, especially between China and the US. These dynamics have caused significant supply disruptions and price surges across tungsten products.

Mitsui & Co has locked in long-term copper concentrate supply by acquiring 40% offtake rights to Argentina’s Josemaria deposit, while Fortescue has completed its acquisition of Peru’s Cañariaco project for approximately C$139 million ($101 million), marking the latest in a wave of offtake deals and mergers and acquisitions (M&A) while majors race to secure supply amid an increasingly constrained market and record-low treatment charges (TCs).

Chinese export controls and reduced supply of heavy rare earth products to Japan have the potential to permanently change the rare earth market. On March 19, Fastmarkets, an industry-leading cross-commodity price reporting agency, will launch three new prices to directly address the needs of this new market dynamic.  These new prices are:  *Dysprosium oxide 99.5%, cip global, $/kg  […]

In the past year, trade policy has and continues to fuel change and dynamics in the North American steel market. Meanwhile, inflation has remained at or above 2.7% while the Fed Fund rate hovers around 2.64.

The consumer continues to bear a growing burden to keep the economy from stalling, as finished goods markets search for their own nadir, stability and potential growth paths.

Accelerating energy storage deployment is reshaping lithium demand, broadening the market beyond electric vehicles (EVs) and reducing reliance on a single growth driver.

Soybean oil prices rose to 67.3 cents, driven by Middle East disruptions and strong biofuel margins. Fastmarkets predicts continued price strength amid geopolitical risks.

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