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European HDPE: Spot Prices Fall While Contracts Rise As Ethylene Divides The Market
European HDPE is showing two opposing trends: weaker spot levels for film, blow moulding and injection; higher mainland contract prices driven by rising ethylene costs. This divergence requires careful attention to commercial terms and procurement management. The...
Wind Turbines, The US Opens A New Trade Front: No Immediate Tariffs, But Uncertainty Rises For Metals
The United States is opening a new chapter in wind-energy trade policy, but it is not imposing immediate new tariffs. The October 22, 2026 measure initiates negotiations over turbine and component imports after the government identified potential national security...
Copper, LS MnM Weighs A 15% Concentrate Cut: Negative TCs Shake Asian Smelters
The crisis in copper refining margins is entering a more delicate phase. LS MnM, South Korea's leading dedicated operator, is considering reducing concentrate purchases for 2027. The discussion comes ahead of annual supply contract negotiations, while the treatment...
Critical Raw Materials, Europe Targets a €2 Billion Fund: Strategic Stockpiles and Price Protection to Reduce Dependencies
Europe is trying to change its role in the international critical raw materials market: from a buyer dependent on foreign suppliers to an actor capable of financing projects, coordinating purchases and building strategic stockpiles. On 20 October 2026, the European...