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Molybdenum Market: US Supply Disruption Triggers A Historic Price Rally
The US molybdenum market was hit by a sudden and violent price surge on Thursday February 5, following serious domestic supply disruptions that rapidly transformed an already fragile balance into a situation of severe tightness. Within just a few days, prompt material...
US And Mexico, Decoupling Unlikely But Trade Agreement In Evolution
The deep integration of supply chains between the United States and Mexico makes a complete decoupling extremely difficult, but economic and industrial stakeholders must prepare for a profoundly modified USMCA trade agreement. This was the key message emerging from...
Aluminium Billet Premiums Rise In Europe Between CBAM And Duties
The European spot market for aluminium billets has recorded consecutive premium increases at the start of 2026, as market participants have begun to absorb the impact of new regulatory costs, linked to the full implementation of the Carbon Border Adjustment Mechanism...
Chinese Smelters Become More Active Ahead Of The Lunar New Year
As the Lunar New Year holidays (February 15–23) approach, buying interest from Chinese copper smelters has picked up, against a backdrop of tight concentrate supply and increasingly depressed Treatment Charges (TCs). According to market participants, pre-holiday...