Author: nicholasbell

This piece examines how U.S. and EU tariff structures are encouraging new forms of arbitrage and potential circumvention.

Southwire is expanding the footprint of its Heflin, Alabama cable plant and intends to outfit the additional space with new aluminum-capable drawing and medium-voltage cable production equipment.

As Aluminum Dynamics' Mississippi mill ramps up without feedstock from its delayed Benson recycler, UBC scrap availability could tighten heading into 2026.

Contract talks for U.S. value-added aluminum products are reaching a critical stage, with billet, primary foundry alloys, and wire rod upcharges diverging as buyers and producers race to finalized 2026 pricing.

Century Aluminum's shipments declined in Q3'25, but stronger lagged prices and tariffs position the company for a near-term earnings recovery.

The latest International Aluminium Institute data for September show global production

In a rare Section 403 filing, the Department of Energy formally argued that the Federal Energy Regulatory Commission already has the legal authority to directly regulate large-load grid interconnections.

Higher aluminum prices and delivery premiums lifted Novelis' revenue, but shipment softness and elevated conversion costs left North American earnings sharply lower.

Expectations for UBC scrap prices remained stable in October. What shifted was the composition of the remainder.

AMU's latest survey of aluminum market participants shows widening gaps in lead times, with extrusions lengthening dramatically.