Megan Workman

Key takeaways: Major defense opportunity: Metallus secured a five-year contract with the US Defense Logistics Agency (DLA) with a maximum ordering value of $995 million, equivalent to roughly 83% of its 2025 revenue, although purchases are not guaranteed.... See more

Fastmarkets' PIX Testliner GCC index fell 0.70% to $495.85 per tonne, while the fluting index declined 0.37%. GCC containerboard demand was mostly stable to higher, supported by back-to-school season, but remained below historical levels in Saudi Arabia. ... See more

The allocation, adopted by the Commission on September 8, covered more than 530,000 tonnes of SAF and provided an estimated 1.7 million tonnes of CO2 abatement. Including the benefit from zero-rating SAF under the ETS, the total incentive for SAF use in 2... See more

Key takeaways: US defense sourcing rules are tightening: Anticipation of January 2027 Pentagon restrictions on China-linked rare earth magnets is driving increased demand and higher prices for dysprosium and terbium outside China. Anticipation of January ... See more