FastMarkets

Around 4 million tonnes of US containerboard capacity closed between early 2025 and March 2026, tightening regional supply. Latin American corrugated paper mills reported difficulty securing contracted kraftliner volumes, with availability outweighing price concerns. Buyers across multiple countries described short inventories and growing anxiety over packaging supply continuity.

Fastmarkets’ pricing database has been updated. The following prices were affected: MB-SB-0006 Antimony trioxide 99.5% Sb2O3 min, fob China, $/tonne MB-SB-0004 Antimony trioxide 99.5% Sb2O3 min, cif Antwerp/Rotterdam, $/tonne MB-SB-0009 Antimony trioxide 99.5% Sb2O3 min, in-whs Antwerp/Rotterdam, €/kg MB-SB-0010 Antimony trioxide 99.5% Sb2O3 min, in-whs Baltimore, $/lb This price is part of the industrial minerals package.

Fastmarkets’ pricing database has been updated to reflect this change. The assessment of the M3 value for AG-PLM-0010 refined bleached deodorized (RBD) palm olein, fob Malaysia, on September 8 was published incorrectly as $1,246.50 per tonne. This has been corrected to $1,252.50 per tonne. This price is part of the Fastmarkets Ags Oils, Fats and Biofuels package.

Packaging buyers are facing growing pressure from rising energy costs, sustainability targets, carbon regulations and shifting supply chains. In episode two of the Fastmarkets Roundtables series, Fastmarkets experts Laura Roberts and Matt Graves explore what is really driving costs in aluminium and paper packaging markets, and why understanding supplier economics has become a critical procurement advantage. For aluminium, one of the most striking examples is recycled content.

Expectations for September’s US ferrous scrap trade remain largely neutral, with market participants signaling limited momentum in either direction following a modest decline in the previous month. Read on for some highlights from our US ferrous scrap market survey for August or click here to download your copy of the full US scrap trends outlook.

Please note that the changes will only affect price codes and price names and not the pricing history or methodology.

Data submission Fastmarkets price assessments reflect the open and competitive spot market, which means reporters must be confident that reported activity is not, for example, being conducted between affiliated counterparties in a non-arm’s-length manner or as a transaction that is part of a long-term agreement. Trades, bids and offers are considered more open and competitive if submitted to a wider cross-section of the market than a restricted pool of counterparties.

On August 5, Fastmarkets partially reflected a deal reported at $18,000 per tonne owing to a lack of corroboration. Following a review of the pricing session, we have determined that there was an inconsistent application of our methodology, due to a procedural error. We have since corrected the August 5 assessment to fully reflect the deal. The price assessment for August 5 has therefore been corrected to $18,000-20,500 per tonne, from $18,500-20,500 per tonne.

“This strategic partnership will establish a secure supply chain for rare-earth elements (REE) critical for national defense and economic security,” the announcement stated. The August 24 investment is part of a broader $1.55 billion investment by the EDU.

Fastmarkets launched separate spot zinc concentrate TC assessments for purchases by smelters and traders on a CIF China basis on August 28, following an increasing divergence between the levels paid by the two groups in China’s spot import market. “All of the zinc and lead concentrates traders are anticipating the impacts of El Niño,” a source said.