Scrap Musings for December
Scrap discounts remain exceptionally wide to the Midwest transaction price. Some seasonal tightness may occur, but still affords rolling mills and extruders excellent earnings potential.
Category: Aluminum Scrap Markets
Constellium's incoming CEO discusses scrap bans, national security and growth plans
AMU spoke with Ingrid Joerg about her experience and her vision for Constellium, the Paris-based aluminum company with operations in Europe, North America and Asia.
Sortera wants to 'unlock the scrap' with new funding, second sorting plant
Sortera uses proprietary technology equipped with AI-enabled multi-sensor sorting systems with blending capabilities to better sort and upcycle scrap
Aluminum Market Chatter: scrap export bans, US primary supply and more
Aluminum Market Chatter from survey respondents.
EU scrap export concerns marginal for US can sheet markets
The EU's preparatory work on possible aluminum scrap export restrictions provides the starting point for examining why current European scrap flows to the US remain too small to materially affect either region's can sheet market.
Scrap musings: Looking for arbitrage opportunities
This piece examines how U.S. and EU tariff structures are encouraging new forms of arbitrage and potential circumvention.
ADI's Benson setback could tighten UBC supply chain in 2026
As Aluminum Dynamics' Mississippi mill ramps up without feedstock from its delayed Benson recycler, UBC scrap availability could tighten heading into 2026.
Negotiations heat up in US VAP market: Billet, PFA and wire rod premiums diverge
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.
Novelis' North American margins slide despite record premiums
Higher aluminum prices and delivery premiums lifted Novelis' revenue, but shipment softness and elevated conversion costs left North American earnings sharply lower.
Join AMU for a Community Chat With Shapiro Metals CEO Bruce Shapiro
Join AMU for a special webinar with Shapiro Metals CEO Bruce Shapiro on Thursday, Nov. 6, at 11 am ET. The live webinar will be free for all to attend. A recording will be available only to AMU and SMU subscribers. You can register here. Shapiro Metals started in 1904 with Bruce’s grandfather, who worked as a “junk peddler.” […]