Author: nicholasbell

Didn’t catch the live webinar? We broke down where these numbers come from and its implications for scrap players and semi-fabricated producers.

Dana Incorporated is selling its off-highway business to Allison Transmission, inserting a heavyweight operator into a value chain that had previously developed without it.

Between the macro results and tariff fallout, there's more than enough to unpack - the data dump was massive, prices went haywire, and the outlook got even foggier.

The aluminum industry’s relationship with the automotive sector is as complicated as ever, but narrative moving forward places a greater emphasis on how and where value is being captured or left behind.

The kickoff session of Aluminum Market Update's fireside chat tackled the turbulence facing the freight market in an increasingly protectionist environment.

It is a clear sign that risk has re-entered the conversation, and buyers are already having to adjust. Again.

Just when we thought we’d get a breather from tariffs news, President Trump has announced his intention to double tariffs on aluminum imports to 50% effective June 4th.

A federal trade court found that Trump’s use of the International Emergency Economic Power Act (IEEPA) to justify tariffs early April and dubbed the “Liberation Day” tariffs was unconstitutional.

Capral may not have announced it yet – but I’m betting they’ll be hanging their name on this Tennessee project before long.

While spreads in the 66-67% range offer relief from the 82-83% squeeze seen earlier this year, they’re resting on a delicate equilibrium.