The US Commerce Department issued a preliminary finding that would impose a 105% anti-dumping duty on Korea Aluminium’s exports, nearly four times the current rate. The decision stems from an ongoing trade investigation and has not taken effect as a final ruling. A Trump-owned company previously received a US$3.4 million payment from a South Korea-linked party, though the article says there is no evidence Trump or his family intervened in the probe.

Global dairy prices fell 4.9% over the week, marking the biggest decline in two years, as output in major milk-producing regions rose sharply year on year, excluding China. Prices broadly weakened across whole milk powder (WMP), skim milk powder (SMP), anhydrous milk fat, butter and cheddar, with cheddar down more than 12.3%. Buttermilk powder and mozzarella posted modest gains, but the overall picture pointed to clear oversupply pressure. The move is set to feed directly into dairy commodity pricing as a tradable spot supply-demand shock.

ASX-listed CDC Data Centres is bidding for Anthropic’s 1.4GW, $25.8b AI data centre tender in Australia, with potential for a 500MW award. CDC’s independent valuation rose 23.6% to A$18.5b in June, lifting the value of Infratil’s 49.7% stake to A$9.2b. CDC has also secured a separate 555MW, 30-year contract.