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Cbam Enters Its Definitive Phase Between Institutional Optimism And Market Skepticism
The European Commission has hailed the launch of the definitive phase of the Carbon Border Adjustment Mechanism (CBAM) as a success, officially effective from January 1, 2026. Yet behind the institutional optimism, market participants describe a far more complex and...
The Slowdown Of China’s Steel Industry Redraws The Sector’s Balance In 2025
In 2025, China’s steel industry entered a phase of structural slowdown, marking a clear turning point compared with production levels recorded a year earlier. Official data released by the National Bureau of Statistics (NBS) illustrate how a combination of weaker...
China’s Manganese Rally Loses Momentum After Months of Sharp Gains
After a strong rally that began in September, manganese prices in China have started to gradually retreat, amid weakening market sentiment. According to market participants interviewed by Commodity Evolution, the corrective phase reflects a shift in expectations...
Central Asia At The Heart Of The Global Tungsten Race
Kazakhstan and Uzbekistan are emerging as new epicenters in the global competition for tungsten, as governments and mining groups seek alternatives to Chinese supply in response to tighter export controls and sharply rising prices, sources told Commodity Evolution....