Author: nicholasbell

A weekly review of global political developments, market volatility and key macroeconomic data shaping equities, commodities, energy and trade heading into the week of Feb. 16.

Ford’s fourth-quarter earnings show how aluminum supply disruptions, shifting production and inventory tightness shaped truck output and sourcing decisions heading into 2026.

Recent earnings from major HVAC manufacturers show residential demand constrained by channel adjustments, while commercial activity - especially in the Americas - remains the primary source of volume support.

The smelter had been the largest domestic source of high-purity primary aluminum used in aerospace and defense applications—arguably falling under the national security rationale of Section 232.

Gränges' 2025 results show rising shipments and revenue, but late-year profit concentration driven by product mix, pricing pass-through and utilization effects.

January's AMU survey shows stabilizing lead times with growing product-level and role-based divergence, alongside a notable shift in perceptions of import competitiveness.

January AMU survey results show firmer Midwest premium expectations, stabilizing UBC outlooks, and a split between recycler responses and those of producers, manufacturers, and traders.

A weekly review of global political developments, market volatility and key macroeconomic data shaping equities, commodities, energy and trade heading into the week of Jan. 26.

Alcoa's full-year 2025 results show higher aluminum production yet lower shipments as the company outlines its 2026 outlook and capital posture.

Non-residential construction indicators show how planning and backlog shaped aluminum demand heading into 2026.